Consultant Support Professional

  • Accounting/Finance
  • Full time
  • 1 month ago
  • Salary Dollar $30.7K–$100.3K / Yearly

Job Description

Consultant Support Professional

Task Description

The Possibility

The Advisor Assistance Organizer will be accountable to deal with and support the within sales group of Licenced Insurance Advisors (LIAs) as well as retention group with the main objective of providing licensing support. This will certainly include brand-new hire licensing in addition to yearly revivals. In addition, the candidate will utilize his/her verified company knowledge as well as experience in offering operational support to the sales and also Retention teams with completing phone call and Salesforce audits, offering comments on understanding gaps uncovered with the audits as well as sustaining the supervision procedure as called for by the rural councils.

Trick Liabilities:

The incumbent’s confirmed procedures experience and client driven approach will certainly be needed for these responsibilities:

Private Accountabilities:

Licensing assistance (70%):.

Develop, document and also handle licensing procedures for agents in all districts.

Review info on applications to verify completeness and also accuracy to determine whether candidates are certified to get wanted licenses.

Interpret regulations and also requirements to identify what details is needed, from which areas of the company, in order to make a full and exact application that is likely to be effective.

Liaise with useful or functional area supervisors to accumulate as well as put together information, reports, and other information essential for the application procedure.

Display the status of applications by connecting with regulators and also other licensing firms.

Keep conformity surveillance program as well as do normal tracking tasks to guarantee up to date processes and also treatments are certified with interior and also outside governing structure.

Help in dealing with licensing concerns as required.

Monitor, procedure as well as paper licenses and license renewals.

Where applicable, complete business license applications and also gather needed supporting files as well as signatures.

Assistance Special Projects as well as Various Other Tasks.

Complies with rural and also regional lawful demands by examining existing and also new regulations; imposing adherence to needs; advising administration and also qualified representatives on needed activities.

Service Operations Assistance (30%):.

Partner as well as help sales team as needed to solve issues/problems that occur in daily procedures.

Provide back up support to buy assistance experts.

Partner with various other members of Business Efforts team to team up with interior organization partners as required; assistance operations as well as administrative demands of the sales team as well as add to the improvement of organization procedures to sustain business unit to meet/exceed sales targets.

Do continual evaluation and upgrade of Interior Data base to make sure that the web content matters and easy to use by the sales as well as retention teams.

Supply back up telephone call and also process audit support as needed for the sales team.

Task Requirements:.
Post-Secondary education and learning in business or relevant technique.

Capability to work in an incredibly quick paced environment.

Able to take care of rising and fall work and several priorities.

Experience in an advisory management function and/or retail item experience in financial services or in an operations setting.

Proficiency being used numerous technology systems – MS Office, Salesforce, Avaya.

Attention to information and also ability to review all benefit quality control functions.

Demonstrated capacity to thrive in a multi-tasking setting.

Proven analytical as well as creative abilities.

Show logical capabilities with respect to process enhancements, trouble addressing, etc.

Bi-lingual would be favored however not needed.

Interest to information.


Capacity to operate in a vibrant, high-paced environment individually and as part of a team.

Great knowledge of Microsoft Office (Word, Excel and Powerpoint).

Prefer industry related education.

Demonstrated capability to multi-task, show effort as well as anticipate needs in a positive fashion.

Capability to deal with rising and fall workloads and numerous top priorities within established time restrictions.



Every profession at Manulife/John Hancock provides the possibility to find out brand-new abilities as well as relocate your profession forward. All set to make an effect somewhere? What are you waiting on? Apply today.

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