At DFSIN – Toronto West, we strive for a supportive, diverse, and collaborative culture that provides the opportunity for flexibility and growth. You will work in a fast paced and ever-changing environment providing assistance and expertise to some our industries top financial advisors.
In this role you will work with top new technologies while learning the nuances, regulations and expertise of the financial industry
Job Title
Junior Life Insurance Advisor
*ONLY APPLICANTS WITH HLLQP LICENCE WILL BE CONSIDERED*
Job Description
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
Provide client meeting preparation material
Correspond with clients as required
Provide insight into upcoming client requirements
Data entry and client transaction processing
Client information update 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
Professional experience in MS office including Outlook, word, excel, PowerPoint, etc
Experience in social media for business purposes - Facebook, LinkedIn
Organized, multi tasking, prioritization, professionalism
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, collaborative 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
Job Details
Address:
7675 Highway 27, Unit 20, Woodbridge, Ontario, Canada
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
