Job Title

Junior Life Insurance Advisor

*ONLY APPLICANTS WITH HLLQP LICENCE WILL BE CONSIDERED*

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
- Correspond with clients as required
- Data entry and client transaction 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, PowerPoint, etc
- Experience in social media for business purposes - Facebook, LinkedIn
- 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, team-oriented 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

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

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