Join the esteemed ZLC Financial team as an Insurance Services Coordinator in a hybrid setting, 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 recent business applications, manage policy tasks and develop robust 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.
• Strong 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 Vancouver
🏢 ZLC Financial
📍 Vancouver