Empire Vie is seeking a Sales & Marketing Specialist to join TruStone Financial Inc., a company that provides exceptional service to independent financial advisors. The role involves providing sales support, product knowledge, technical support, and project management to enhance the business practices of advisors.
Responsibilities
- Individual Insurance Sales Support – provide quotes, new business and inforce illustrations using a variety of software programs including but not limited to:
- Product Knowledge – must be well versed in the life and living benefits insurance products offered from all carriers TSF holds a contract with
- Technical Support – training our advisors and their admin staff on our back-office portal, WealthServ, in addition to our carrier portals and TSF digital resources
- Continued Education – help advisors obtain CE Credits
- Support the onboarding process for new advisors – including sending welcome communications, providing system access information, and offering guidance on internal processes as needed
- Sales Reports – generate reports using Excel and ensure accurate tracking of campaign performance and advisor reward metrics
- Project Management – work independently and as a team on a variety of sales initiatives and projects to expand the sales and marketing department and boost production
Skills
- Minimum of a High School Diploma required
- Excellent critical thinking and problem-solving skills required
- Well-developed verbal and written communication skills
- Strong interpersonal skills with a positive, solution-oriented attitude
- Customer-focused mindset with a commitment to supporting advisors with professionalism and care
- Strong attention to detail/accuracy
- Ability to work well independently and as team member
- Computer skills and proficiency with Microsoft 365 suite required
- Post Secondary degree in a related field preferred
- Knowledge of insurance or investments an asset
Benefits
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
Company Overview
L’Empire, Compagnie d’Assurance-Vie (Empire Vie) est une société fièrement canadienne en activité depuis 1923. It was founded in 1923, and is headquartered in Kingston, Ontario, CA, with a workforce of 1001-5000 employees. Its website is https://www.empire.ca/fr.