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Advisor Support Associate Jobs
Company | Canada Life |
Address | Halifax, Nova Scotia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Insurance,Financial Services |
Expires | 2023-05-28 |
Posted at | 1 year ago |
- Demonstrates high attention to detail and accuracy in the production of high quality and compliant work
- Effectively organizes, plans, and executes assigned workload to maintain service level agreements
- Demonstrates knowledge of product and software enhancements for all lines of business
- Processing all advisor business from start to finish ensuring accuracy and follow up
- Complex problem solving/fact finding
- Provides service excellence and sound advice to customers who purchase Canada Life products
- Prepare customer summaries/reports looking for opportunities to add value to the customer while increasing advisor productivity
- Data mining to identify upselling and cross-selling opportunities (renewals, new PACs, conversions, RESP grant eligibilities, etc.)
- Accountable for external customer service and communications on all products with 50% of communication and decisions being external.
- Establish and maintain compliance best practices according to industry regulatory requirements
- Maintain compliant electronic or paper client files (file setup, conduct filing etc.) ensuring contents adheres to Compliance regulations
- Office operations; efficient management of daily workflow
- Stay up to date with changing technology
- Ensure backup procedures are in place to protect the foundation of the business, files, and documents within
- Assist advisor in building their brand while adhering to compliance regulations
- Develop marketing campaigns and promotions
- Personal development for continuous improvement and to add value to sales partners
- Provides training to others in the FC, to peers regionally or nationally
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