Join the esteemed ZLC Financial team as an Insurance Services Coordinator in a hybrid workplace, dedicated to delivering independent advice and support to high-net-worth clients.

In this pivotal role, you will provide top-tier administrative support to advisors, focusing on life insurance and investment products. With at least four years of industry experience, you will handle current business applications, manage policy tasks and develop strong connections with clients and fund companies. This role is perfect for proactive candidates eager to enhance their expertise in a supportive atmosphere.

Key Responsibilities:
• Process applications for life insurance and investment products
• Oversee policy management and ensure tasks are completed promptly




• Create and send GIC maturity listings
• Prepare custom insurance quotes and summaries
• Manage client transactions and inquiries

Requirements:
• Minimum 4 years of experience in insurance services
• LLQP licence necessary (support available)
• Proficiency in MS Office applications.
• Robust customer service skills and attention to detail.
• Ability to work both independently and collaboratively.

Step into a rewarding role at ZLC Financial and support clients with tailored insurance solutions.
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📌 Zlc Financial Insurance Coordinator Role British Columbia
🏢 ZLC Financial
📍 British Columbia