- Responsible for coordinating, placing orders, and following up on all underwriting requirements
- Prepare quotations on various insurance products
- Meeting and file preparation including calendar management
- Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficiently
- Provide exceptional client service
What do you need to succeed? Must-have
- Life Insurance licensed ( Provide exam training support )
- Knowledge of Life and Living Perks insurance products
- Excellent client service skills
- Experience with meeting tight deadlines and setting priorities; ability to work independently
- Advanced proficiency in Microsoft 365 apps, especially Excel
- English and Chinese ( Madarin ) required to serve our clients in the community.
Nice-to-have
- Post-secondary degree considered an asset
- Experience with high-net-worth clients
What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing,
and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program, including bonuses and competitive compensation, commissions.
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- LLQP life insurance license training and support
Employment Type: Full time, part time,
Platform:
Wealth Management
Job Type:
self empoyed
Pay Type:
Commission based
Type d'emploi : Temps plein, Temps partiel, Permanent
Rémunération : Jusqu'à 180 000,00$ par an
Avantages
- Programme d'Aide aux Employés
- Stationnement sur place
- Travail à domicile
Lieu du poste : Télétravail hybride à Saint-Laurent, QC H4T 1V6