Manager, Tax and Estate Planning Services
Empire Life • saint esprit, Canada
Role Description
Drive impactful projects as Manager of Tax Retirement and Estate Planning Services at Empire Life, offering hybrid work across Canada. Elevate customer experiences through your expertise in tax and estate planning.
This managerial role emphasizes providing professional development support to distribution partners and equipping account executives with essential product knowledge. You'll analyze trends in the insurance and investment market, ensure the delivery of precise technical information, and manage projects that enhance company brand and visibility.
Key Responsibilities:
• Support distribution with advanced marketing and case consultations
• Assess developing trends in investment and insurance markets
• Develop and deliver presentations and technical materials
• Collaborate on cross-functional projects to foster learning
• Assist in strategic marketing initiatives to enhance brand presence
Requirements:
• 3-5 years of advanced marketing experience in fin...
This managerial role emphasizes providing professional development support to distribution partners and equipping account executives with essential product knowledge. You'll analyze trends in the insurance and investment market, ensure the delivery of precise technical information, and manage projects that enhance company brand and visibility.
Key Responsibilities:
• Support distribution with advanced marketing and case consultations
• Assess developing trends in investment and insurance markets
• Develop and deliver presentations and technical materials
• Collaborate on cross-functional projects to foster learning
• Assist in strategic marketing initiatives to enhance brand presence
Requirements:
• 3-5 years of advanced marketing experience in fin...