03 Aug
|
INSURANCE CAREER NETWORK
|
Toronto
03 Aug
INSURANCE CAREER NETWORK
Toronto
Our client is looking for an Individual Insurance Advisor Support Associate to play a critical role in enabling advisor success by providing comprehensive sales support, client service, and operational excellence. This position helps streamline the sales process, allowing advisors to focus on building relationships and driving business growth. By ensuring compliance, managing cases, and delivering exceptional service, you will enhance advisor credibility, strengthen customer trust, and contribute directly to the value of the advisor’s book of business.Compensation Range$50,000 to $74,000 annually Full time, recent positionKnowledge, Skills and RequirementsPost‑secondary education in a business‑related field or equivalent experience.Minimum 3 years of experience in financial services or life insurance industry preferred.Proficient in Life Insurance Carrier Illustration software.Strong skills in Microsoft Office (Word, Excel, Outlook, PowerPoint) and internet‑based tools.Technical & Interpersonal SkillsManage end‑to‑end processing of advisor business with accuracy, timeliness, and proactive follow‑up.Organize and execute daily workload to meet service level agreements and operational targets.Stay current on product updates and software enhancements to support advisor efficiency.Deliver high‑quality,
compliant work with strong attention to detail.Solve complex problems and conduct thorough fact‑finding to support advisor decisions.Prepare client summaries and reports to identify opportunities for added value and increased advisor productivity.Conduct data mining to uncover upselling and cross‑selling opportunities, including renewals.Work with advisors to maintain compliant client files and ensure adherence to regulatory standards.Support office operations through efficient workflow management.Assist advisors with maintaining compliance, integrity, and support broker/agent training initiatives.Our Client OffersHybrid work! You get to work from the office and at home 50/50, allowing you to manage both worlds with the ease and flexibility you need.Competitive salaries and support for your financial health through an employee share purchase plan, pension plans, RRSP, discounts on staff insurance, and more!Flexible health advantages, early leave days, wellness programs, rewards, and recognition programs to prioritize your well‑being from day one.Opportunities for career growth through education assistance, internal mobility, and mentoring programs.Community involvement with donation matching and team volunteer days.Our client is an equal opportunity employer and is committed to a workplace reflecting the diversity of the communities it serves. While we thank all applicants for their interest, only those selected for an interview will be contacted. If contacted for an interview, please inform us should an accommodation be required. Our client does include AI capabilities in their screening.#J-18808-Ljbffr
📌 Individual Insurance Advisor Support Associate – Toronto - C$50,000 - C$74,000 A Year
🏢 INSURANCE CAREER NETWORK
📍 Toronto