Sales and Marketing Specialist - Mississauga, Canada - TruStone Financial Inc.

TruStone Financial Inc.
TruStone Financial Inc.
Verified Company
Mississauga, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
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
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Education & Compliance - help advisors obtain CE Credits and provide compliance support
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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
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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
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