Advisor Assistance Expert

  • Accounting/Finance
  • Full time
  • 6 days ago
  • Canada
  • Salary Dollar $30.7K–$100.3K / Yearly

Job Description

Advisor Assistance Expert

The Opportunity

The Expert Support Coordinator will certainly be responsible to deal with and sustain the within sales team of Licenced Insurance coverage Advisors (LIAs) and also retention group with the key objective of providing licensing assistance. This will certainly include new hire licensing along with yearly revivals. On top of that, the prospect will certainly take advantage of his/her proven company expertise as well as experience in supplying functional assistance to the sales and Retention teams through completing telephone call and also Salesforce audits, supplying responses on knowledge gaps found through the audits along with sustaining the guidance procedure as called for by the rural councils.

Key Liabilities:

The incumbent’s confirmed operations experience as well as customer driven technique will be required for these obligations:

Private Accountabilities:

Licensing assistance (70%):.

Create, document as well as deal with licensing treatments for representatives in all districts.

Assess info on applications to validate efficiency and also accuracy to determine whether applicants are certified to acquire preferred licenses.

Interpret policies as well as standards to determine what info is needed, where areas of the company, in order to make a full and also exact application that is most likely to be effective.

Communicate with functional or operational location supervisors to accumulate as well as assemble data, reports, and also other details essential for the application procedure.

Screen the condition of applications by connecting with regulators and also other accrediting firms.

Preserve conformity tracking program and execute regular surveillance tasks to ensure approximately day processes and also treatments are certified with internal and also outside regulatory framework.

Aid in resolving licensing issues as needed.

Display, process and also paper licenses as well as permit renewals.

Where suitable, total service permit applications as well as collect required sustaining files as well as signatures.

Support Special Projects and Other Tasks.

Complies with provincial and also regional legal needs by examining existing and also new regulation; applying adherence to needs; advising monitoring as well as licensed representatives on required activities.

Business Operations Support (30%):.

Companion and also help sales group as needed to settle issues/problems that occur in daily processes.

Offer back up assistance to buy support professionals.

Partner with various other members of Company Campaigns team to collaborate with inner business companions as required; assistance operations as well as management demands of the sales team as well as add to the improvement of service procedures to sustain the business device to meet/exceed sales targets.

Carry out constant evaluation as well as update of Internal Data base to make certain that the material is relevant as well as easy to use by the sales and also retention groups.

Offer back up telephone call and also procedure audit assistance as required for the sales team.

Task Demands:.

Post-Secondary education in business or related technique.

Ability to work in an exceptionally rapid paced setting.

Able to take care of varying work and also numerous priorities.

Experience in an advising management function and/or retail product experience in economic solutions or in an operations atmosphere.

Efficiency in operation multiple technology platforms – MS Office, Salesforce, Avaya.

Attention to information and capacity to assess all help quality assurance purposes.

Shown capability to flourish in a multi-tasking setting.

Tried and tested analytical and imaginative skills.

Show logical abilities with respect to process enhancements, problem solving, and so on.

Bi-lingual would certainly be preferred however not required.

Interest to detail.


Ability to operate in a dynamic, high-paced environment individually and as part of a group.

Great understanding of Microsoft Workplace (Word, Excel and Powerpoint).

Prefer market relevant education and learning.

Demonstrated capability to multi-task, reveal initiative and anticipate demands in a proactive way.

Capability to deal with varying work and also multiple top priorities within established time restraints.


#LI- Hybrid.

Every profession at Manulife/John Hancock supplies the opportunity to find out brand-new skills and relocate your profession ahead. Ready to make an effect someplace? What are you awaiting? Apply today.

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