2+ ansCandidates need 2-5 years of administrative experience in the life insurance industry, preferably in new business or policy service. They need knowledge of life insurance products and underwriting, strong attention to detail, WealthServ and Microsoft Office skills, and good communication. Industry designations and French-English bilingualism are assets.
3+ ansCandidates need at least 3 years of administrative experience, excellent MS Office skills and strong organization. Knowledge of life insurance sales is strongly desired, and French-English bilingualism is preferred.
PowerBI, MS Office, PPI Advisor Portal, WealthServ, Secure Messaging
3+ ansPPI Management Inc. needs at least 3 years of administrative experience, strong MS Office skills, and excellent organization and communication. A college diploma or university degree, or equivalent experience, is required; French and English bilingualism and life insurance knowledge are preferred.
PowerBI, MS Office, WealthServ, PPI Advisor Portal, Secure Messaging
10+ ansCandidates need 10+ years in the insurance industry with strong life insurance knowledge and proven people leadership experience. Strong communication, organization, problem-solving and Microsoft Office skills are required, and industry designations are an asset.
4+ ansCandidates need advanced English and French, 4+ years in financial services sales or sales support, and strong virtual communication skills. A college diploma or university degree (or equivalent experience) and a current or in-progress life licence are required.
8+ ansCandidates need 8+ years of industry experience, with insurance sales experience an asset. They must be life licensed, hold or work toward CFP or CLU, and communicate clearly in English; French bilingualism is an asset.
2+ ansCandidates need at least 2 years of contracting experience with a Managing General Agency or similar environment, strong organization, accuracy and data entry skills, and knowledge of WealthServ, APEXA and Microsoft Office. Bilingual French and English and industry designations (FLMI, ACS, AIAA) are assets.
APEXA, WealthServ, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
5+ ansCandidates need 5 to 10 years of underwriting experience, full bilingual fluency in French and English, and experience serving high net worth advisors. Strong service, analytical, communication and Microsoft Office skills are needed, and an AALU or FALU designation and business degree are preferred.
WealthServ, Microsoft Word, Microsoft Excel, Microsoft Outlook