Junior Life Insurance Advisor (Must have HLLQP) (Toronto)

Junior Life Insurance Advisor (Must have HLLQP) (Toronto)

30 Jul
|
Desjardins Financial Security Independent Network - Rexdale #278
|
Toronto

30 Jul

Desjardins Financial Security Independent Network - Rexdale #278

Toronto

At DFSIN Toronto West, we strive for a supportive, diverse, and collaborative culture that provides the opportunity for flexibility and growth.

You will work in a fast paced and ever-changing setting providing assistance and expertise to some our industries top financial advisors.

In this role you will work with top new technologies while learning the nuances, regulations and expertise of the financial industry Job Title Junior Life Insurance

Advisor *ONLY APPLICANTS WITH HLLQP LICENCE WILL BE CONSIDERED* Job Description What is the opportunity? As an Administrative Assistant, you will provide administrative support one of the top Insurance advisors in the country within Desjardins Financial Securities Independent Network and Ferrari Insurance.

Responsibilities: Provide administrative support to Insurance advisor Provide client meeting preparation material Correspond with clients as required Provide insight into upcoming client requirements Data entry and client transaction processing Client information update processing Business development assist in strategies on increase potential sales and client growth programs Marketing Manage online/ social media/ marketing campaigns to build new sales and client relations Special project work or administrative tasks as required Liaison with branch office, investment companies,



insurance companies to ensure smooth client experience in regards to processing of sales and transactions Provide general administrative and clerical support Requirements HLLQP License with two years experience required Excellent communication skills (verbal and written) Outgoing and approachable interpersonal skills to converse with a variety of diverse clientele and support resources Experience of financial industry Skilled experience in MS office including Outlook, word, excel, Power

Point, etc Experience in social media for business purposes - Facebook, Linked

In Organized, multi tasking, prioritization, professionalism Maintain advisor and client confidentiality Independently driven but able to take direction Extremely detail orientated and experience working in a highly regulated industry High level of professionalism and discretion CRM (Customer Relationship Management) software is an asset; What we provide Work with a high performance, growth orientated, collaborative advisor Challenging and ever-changing work to keep you engaged Variety of task from transaction processing, compliance, business development, marketing, communication, etc Potential to engage in increasing responsibilities Job Details Address: 7675 Highway 27, Unit 20, Woodbridge, Ontario, Canada Work hours/week: 35 Employment Type: Full time Compensation: Hourly NOTE: this role is not directly for Desjardins Financial Security Independent Network, but for an Independent Advisor within the Desjardins Financial centre

📌 Junior Life Insurance Advisor (Must have HLLQP) (Toronto)
🏢 Desjardins Financial Security Independent Network - Rexdale #278
📍 Toronto

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