Estate & Insurance Assistant

Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study.
Life Insurance Licence (e.g. LLQP).
Knowledge of Life Insurance and Investment Products.
Basic/Intermediate knowledge of Insurance and Estate Principles.
Strong knowledge of administrative processes and procedures.
Knowledge of compliance rules (proprietary and industry).
Knowledge of Ageman.
Basic specialized knowledge.
Verbal & written communication skills – Good.
Organization skills – Good.
Collaboration & team skills – Good.
Analytical and problem solving skills – Good.

Provides sales support to drive sales results.
Ensures the book of business is being developed.
Delivers exceptional customer service that builds trust through expertise, responsive service and support.
Provides exceptional client experience and service.
Ensures client needs are met or exceeded to enhance sales activities, referrals and client retention.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Supports the development of tailored messaging, which may include writing, editing and distributing communications.
Communicates with internal business/groups for execution of client request and issue resolution.
Organizes work information to ensure accuracy and completeness.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.

No preferred qualifications provided.