Bilingual Sales Support Associate providing strategic support to advisors at Canada Life. Collaborating with a high-level operational team to help advisors achieve sales and business growth goals.
Responsibilities
Provide strategic sales support to advisors to help them meet their sales targets and assist the sales team in achieving overall growth objectives.
Provide a high level of defined administrative services and support within Canada Life Advice.
Deliver exceptional customer service and support with a client-first focus.
Contribute as part of a high-performing operational team committed to our advisors' success.
Provide professional and knowledgeable sales and service support to help advisors win new business and retain and grow existing client relationships.
Provide administrative services and support to clients, colleagues, and head-office business partners.
Support and sponsor local and head-office initiatives by following specific administrative processes.
Ensure compliance standards are maintained and adhered to by advisors.
Take on special projects as needed.
Provide general support and coverage for fellow Advisor Support Associates.
Requirements
Bilingualism (proficiency in French and English) required, as the role will regularly serve both francophone and anglophone clients.
Post-secondary diploma or degree.
Proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint) and an aptitude for learning new technologies.
Effective written and verbal communication skills.
Respond promptly to inquiries; professional telephone techniques; tact, courtesy, and patience.
Adapt to change and meet project deadlines and/or requests.
Demonstrate a proactive approach and take initiative toward process improvements and personal development.
Ability to prioritize multiple tasks and work effectively amid continuous interruptions.
Strong problem-solving skills and a positive attitude.
Establish and maintain positive working relationships with internal and external stakeholders.
Benefits
Professional development: We offer opportunities for career advancement, access to leading learning programs, and tuition reimbursement up to $2,000 per year.
Health and wellness: We provide flexible medical and dental coverage, as well as $5,000 in mental health coverage to support your well-being.
Time off: In addition to vacation and personal days, we offer a dedicated volunteer day to support community involvement.
Financial security: Employees have access to a pension plan with employer-matched contributions, an employee share purchase plan, and other investment options.
Rewards and recognition: We offer recognition programs and employee discounts, and celebrate significant service anniversaries.
Sense of belonging: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social committees, and various events.
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