Advisor Support Associate - Halifax, Canada - Canada Life Assurance Company

Canada Life Assurance Company
Canada Life Assurance Company
Verified Company
Halifax, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

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Description

Job Description:


Reporting to the Regional Sales Support Manager, the Advisor Support Associate (ASA) provides sales support and service to advisors and foster relationships between aligned advisors and their customers.


By moving each sale through processes and leading to a successful close, the ASA frees up the advisor's time to focus on sales.

An advisors' success in the business is a direct result of establishing and maintaining a high degree of credibility and trust with their customers.

The ASA facilitates that relationship and impacts the reputation and the credibility of the advisor.


This role also provides detailed knowledge and implementation of compliance regulations and in this manner, has a direct impact on the value of the advisor's book of business.

The ASA also influences the customers decision to place business with the advisor.


What you will do
Business Processing

  • Processing all advisor business from start to finish ensuring accuracy and follow up
  • Effectively organizes, plans, and executes assigned workload to maintain service level agreements
  • Demonstrates knowledge of product and software enhancements for all lines of business
  • Demonstrates high attention to detail and accuracy in the production of high quality and compliant work
Customer Service

  • Accountable for external customer service and communications on all products with 50% of communication and decisions being external.
  • Provides service excellence and sound advice to customers who purchase Canada Life products
  • Complex problem solving/fact finding
  • Prepare customer summaries/reports looking for opportunities to add value to the customer while increasing advisor productivity
  • Data mining to identify upselling and crossselling opportunities (renewals, new PACs, conversions, RESP grant eligibilities, etc.)
Advisor Support Services

  • Maintain compliant electronic or paper client files (file setup, conduct filing etc.) ensuring contents adheres to Compliance regulations
  • Ensure backup procedures are in place to protect the foundation of the business, files, and documents within
  • Stay up to date with changing technology
  • Establish and maintain compliance best practices according to industry regulatory requirements
  • Office operations; efficient management of daily workflow
Sales and Marketing Support

  • Assist advisor in building their brand while adhering to compliance regulations
  • Develop marketing campaigns and promotions
Learning and Development

  • Provides training to others in the FC, to peers regionally or nationally
  • Personal development for continuous improvement and to add value to sales partners
**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed.

You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.

  • Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
  • We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- has the opportunity to_
- reach their potential._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**.

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