• Advisor Services Specialist

    Job Category
    Insurance
    Primary Job Location
    CA-QC-Montreal
    Job Type
    Full Time
  • Job Description

    Company: Global Insurance Solutions Inc. (GISI)

    Location: St. Laurent, Quebec

    Position: Advisor Services Specialist

    Reports to: Operations Manager, GISI


    As a Global associated company and a national full service MGA (Managing General Agent), Global Insurance Solutions Inc. (GISI) and its affiliated companies provide financial services and products through the company's over 200 Financial Advisors across Canada to ensure that their clients are able to meet their goal of building secure financial futures.
    No matter where life takes your clients, Global Insurance Solutions Inc. can always help find the right solution to meet the clients' insurance needs for today and in the future.

    Key Accountabilities


    The Insurance Specialist will be a self-starter driven by helping advisors to build their financial practices to new heights and who has a strong track record of performance achievements in the Insurance Industry. You are excited by and able to accomplish performance goals consistently.

     

    Major Responsibilities

    • Support Advisors in preparing illustrations;
    • Drive and stimulate production through service and support to Advisors;
    • Educate Advisors on various carriers, respective products, and supporting Advisors with product selection and positioning;
    • Train Advisors on website and back-office;
    • Market and promote events and seminars coordinated by Global for its Advisors;
    • Build and enhance new and existing Advisor relationships;
    • Point of contact and key resource to Advisors to upgrade product and industry knowledge;
    • Create training and presentation material;
    • Facilitate meetings or participate in one on one coaching with Advisors;
    • Coordinate workshops for Advisors on a monthly basis with insurance partners;
    • Support the growth of the insurance business through recruitment activities;
    • Work with senior management in developing and implementing strategic plans;
    • Global Maxfin Investments (GMII) mailings;
    • Logging cheques out;
    • Coordinating Fund company events;
    • Other tasks as assigned

    Requirements

    • Completion of post-secondary education required or industry certifications;
    • 2 to 5 years of industry experience;
    • Must hold a current LLQP license;
    • Extensive knowledge of the life insurance business required;
    • Strong understanding of MGA required;
    • Demonstrated ability of managing multiple tasks or projects;
    • Must be well connected in the financial industry with Advisor contacts;
    • Excellent customer service skills;
    • Excellent command of the English and French language both written and verbal;
    • Strong computer skills using Microsoft Office Suite

    Competencies and Attributes

    • Goal and results driven;
    • Highly motivated self-starter;
    • Committed, dedicated and assertive team player;
    • Passionate & energetic individual with a “will to win”;
    • Innovative attitude towards problem-solving and/or change implementation;
    • Ability to communicate effectively with all levels of the organization;
    • Ability to anticipate and adapt quickly to changing needs and environment;
    • Strong commitment to supporting Advisors

     Global values the diversity of our workplace and a working environment where everyone has the opportunity to realize his or her full potential.  We gladly provide accommodations to any candidate with a disability taking part in the selection process upon request.

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