Charles Lavergne Financial Solutions team is growing and looking for self-motivated individuals with strong customer service skills to take on the Service Associate (SA) role. SAs build trust and inspire confidence through exceptional service, one interaction at a time. As a SA you will provide service and administrative support to the Advisor. Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by the Advisor.ResponsibilitiesIn partnership with the Advisor, develop and execute on plan to meet client service and operational goalsProvide superior Client service in person, on the phone and by emailParticipate in activities to support the advisor and their business development by creating prospecting listsand outbound calls as requiredBook and support meetings with Clients and prospective ClientsGather client information before a sale and provide administrative assistance after a sale (e.G.



formGather and compile production statistics/reports for advisorImplement efficient procedures for the administration of Client filesSupport the advisor in monitoring and responding to Head Office inquiriesDaily management of advisor social media toolsSupport Client service commitmentQualificationsCompletion of Life License Qualification Program (LLQP) and/or Investment Funds in Canada course and licensing/registration in placeMust be in good standing with applicable regulatorsPrevious experience in customer service, or other related fieldsBachelor's degree in Business Administration, Communications or MarketingProven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a fast-paced environmentExcellent written and verbal communication skillsPositive and skilled demeanorStrong relationship building and business development skillsHighly proficient use of Word, PowerPoint, Excel and SalesforceBilingual as requiredCompensationCompensation will vary based on factors such as level of experience and industry network.DisclaimersCandidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. All decisions with respect to an applicant's candidacy will be made by the Advisor, and not by Sun Life. You must be at least 18 years old and be legally entitled to work in Canada to be considered for this role.

📌 Service Associate (Temiskaming Shores)
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