Vacancies: 1
Job start date: As Soon as Possible
Salary: $26.00 / Hour
Hours: 30 to 44 Hours / Week
Terms of employment: Permanent, Full Time, Overtime, Day, Evening, Weekend
Employer: JDL Wealth Management Inc., Richmond Hill, ON
Work Conditions and Physical Capabilities: Tight deadlines, Attention to detail, Work under pressure, Sitting, Fast-paced environment
Transportation/Travel Information: Valid driver's licence, Own transportation, Willing to travel, Own vehicle
Specific Skills
Identify and assess potential institutional, business and individual client markets, Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features, Monitor insurance claims and respond to clients' enquiries, Ensure appropriate forms, medical examinations and other policy requirements are completed, Establish client insurance coverage, calculate premiums and establish method of payment;
Supervise/provide on-going training to the referral agents.
Computer Applications/Software:
• Insurance software: Manulife Diamond View, Canada Life – Concourse, Sun Life Financial illustrations – Eos, Industrial Alliance – Interface Suite;
• ACT Management Software.
Insurance Experience:
Individual insurance, Disability insurance, Travel insurance, RRSP, Health insurance, Life insurance
Ability to Supervise: At Least 5-10 people
Own Tools/Equipment: Computer, Internet access, Cellular phone
Work Location Information: Work in employer's/client's home
Personal Suitability: Flexibility, Client focus, Organized, Reliability
Credentials (certificates, licences, memberships, courses, etc.):
Provincial or territorial license; Life Licence Qualification Program (LLQP);
Completed Canadian Investment Funds Course (CIFC) provided by IFSE Institute.
Education
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years, majoring in Finance Services or related subjects.
Experience: 1 year to less than 2 years
Languages: English
HOW TO APPLY: By Email [email protected]
