Licensed Insurance Assistant

CEP CONSULTANCY
Full Time
Greater Toronto Area, ON
$55,000–$65,000 a year
Posted 23 days ago
Job description
Licensed Insurance Assistant You are an LLQP Insurance Licensed Professional looking for a dynamic role. You thrive in a professional, results-driven and fast-paced sales environment. Your successful track record in supporting Financial Advisors and helping clients is what sets you apart as the right candidate for this key role. You are looking to put down roots and become part of an exciting and dynamic team. Are you ready to create the future you deserve? Job Description My client is a full-service, boutique financial services firm in the GTA. Team members are valued for their professionalism, knowledge of the Financial Service Industry as well as knowledge of products. This firm has a high standards and strong work values. They are a thriving organization that has achieved success through building a team of highly skilled individuals. Your strong critical thinking skills, initiative and ability to work in a fast-moving, highly energetic team will make you the right candidate for this team. You will provide sales and application support to 3 top Advisors. Your proven track record of exemplary client service and underwriting support is what sets you apart. You are a high energy innovative and creative thinker who wants to make a difference. You are experienced in taking life, living benefits and investment applications, and you thrive working independently while being a key player within a diverse team. Key areas of focus: Life Insurance/Living Benefits & Investments Work closely with the advisors and clients on executing their life insurance/living benefits applications. You will work with the various carriers on getting the contracts through underwriting and placed. You have an good of investment products and can support trades, applications and client service as part of the overall client experience. You are proficient with client meeting preparation, and managing relationships with clients through video conferencing and telephone interactions Key qualifications and Competencies · Life & A & S Licensed · Well versed in Life Insurance, Living Benefits and Investments · 5-7 years’ experience within the Financial Services Industry · Strong written and verbal communication skills · Highly developed critical thinking skills · Proficient in using the Microsoft Suite of products. · Aptitude for learning independently · Strong collaborator · Ability to juggle multiple priorities · Demonstrated initiative and ability to anticipate client needs · Ability to manage and prioritize a high volume of work with accuracy My client offers a competitive compensation package, with benefits, for the right candidate in this full-time position. Please submit your resume and cover letter to: CEP Consultancy We thank all candidates for their interest however only those qualified for a screening interview will be contacted. Related keywords: insurance, insurance agent, customer service Job Type: Full-time Salary: $55,000.00-$65,000.00 per year Benefits: Dental care Employee assistance program Extended health care On-site parking Vision care Schedule: 8 hour shift Supplemental pay types: Bonus pay

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