Marketing Associate

5 days ago


North York, Canada The Vantage Talent Group Full time

A client of The Vantage Talent Group is one of the leading firms in Canada that provides life insurance solutions to high net worth individuals and families. We are seeking a full-time permanent Marketing Associate who will work in-office during regular business hours, Monday to Friday.The primary function of the Marketing Associate is to support the Advisors in their daily dealings with clients and prospects. They will be responsible for providing support with administration, client service, communication, new business, and presentations. Impeccable attention to detail and digital organizational skills (PC) are required.Key Responsibilities:Be reliable and present a professional attitudeOrganize and maintain compliant client files Communicate with clients about policy inquiriesPrepare materials for client meetingsReview and process insurance applications & transactions, ensuring accurate and timely flow from form completion to delivery, following up on outstanding requirements as requiredAct as a liaison between the advisor’s office and insurance carriers Maintain databasesProvide general reception and office support as required, including phone calls, couriers, and other general duties related to the administration of the officeParticipate in ongoing training related to job dutiesKey Qualifications:University DegreeMinimum 2-5 years experience in the life insurance industryLife Insurance License preferredIndustry-related training preferredExcellent communication skills, written and verbalStrong proofreading and editing skillsStrong PC skills including Excel, Word, Outlook and CRMStrong organizational skills, efficient and detail-orientedThe ability to work with minimal directionCollaborate as part of the Team in the day-to-day operations of the office



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