Sales and Marketing Specialist - Mississauga, Canada - TruStone Financial Inc.
1 month ago
Description
Summary
Responsibilties
-
Individual Insurance Sales Support - provide quotes, new business and inforce illustrations using a variety of software programs including but not limited to:
LifeGuide
Carrier Illustration Software
Cannex
Life Design Analysis
-
Product Knowledge - must be well versed in the life and living benefits insurance products offered from all carriers TSF holds a contract with
-
Technical Support - training our advisors and their admin staff on our back-office portal, WealthServ, in addition to our carrier portals and TSF digital resources
-
Education & Compliance - help advisors obtain CE Credits and provide compliance support
-
Project Management - work independently and as a team on a variety of sales initiatives and projects to expand the marketing department and boost production
-
Event Planning - periodically plan marketing and charity events for internal staff and advisors
-
Cross-Training - perform other related activities, as necessary or as assigned
Skills/Knowledge/Education
- Minimum of a High School Diploma required
- Post Secondary degree in a related field preferred
- Welldeveloped verbal and written communication skills
- Excellent critical thinking and problem solving skills required
- Strong attention to detail/accuracy
- Ability to work well independently and as team member
- Computer skills and proficiency with Microsoft 365 suite required
- Knowledge of insurance or investments an asset
Working Conditions
- Onsite corporate and remote / home office environment following probation
- Prolonged periods of concentration and attention to detail
- Prolonged periods of sitting or standing while using a computer
- Operating Hours: Monday to Friday, 8:30 AM 4:30 PM
Benefits:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
COVID-19 considerations:
We have implemented a COVID-19 protocol in our office and currently operate with a limited staff on-site with the remainder working remotely.
Work Location:
Hybrid remote in Mississauga, ON
More jobs from TruStone Financial Inc.
-
Accounting Administrator
Burnaby, Canada - 2 weeks ago
-
Customer Service Administrator
Mississauga, Canada - 3 weeks ago
-
Office Administrator/receptionist
Burnaby, Canada - 1 week ago