Insurance Advisor Support Hybrid Role (Toronto)

Enhance advisor success as an Insurance Advisor Support Associate with a focus on sales support and operational excellence in a hybrid work model. Engage in enriching client service while optimizing the sales process. This crucial role at our company supports advisors in managing their business efficiently. With a minimum of 3 years in financial services or life insurance, your expertise will ensure compliance and boost advisor productivity. Key responsibilities will involve meticulous case management, offering insightful reports, and identifying upselling opportunities. Key Responsibilities: • Manage end-to-end processing of advisor business accurately • Organize daily workload to meet operational targets • Stay current with product updates and software enhancements • Prepare reports and summaries for advisors • Conduct data mining to identify cross-selling opportunities Requirements: • Post-secondary education in a business-related field • Minimum 3 years in financial services or life insurance • Proficient in Life Insurance Carrier Illustration software • Robust Microsoft Office skills • Familiarity with compliance and regulatory standards Elevate advisor credibility and drive business growth while enjoying a supportive work environment. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pqrfe