Sales Assistant
1 month ago
**Sales Assistant - 6 Month Contract**
- 2403638
- At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
**_ Sales Assistant - 6 Month Contract_**
**How does the role impact the organization?**
The Sales Assistant is a vital role within our Insurance Division, focusing on providing support to the Life Insurance Specialist and contributing to ongoing business development activities. This role requires a dynamic individual with excellent interpersonal skills, attention to detail, and a strong understanding of life insurance products and underwriting processes.
**What is the position responsible for?**
- **Sales Support**: Work closely with assigned Insurance Specialist(s) to drive insurance sales within the assigned region by way of supporting the marketing, business development and sales activities for life insurance solutions.
- **Underwriting Process**: Collaborate with admin staff and insurance underwriters to provide necessary information and documentation, expediting the underwriting process and ensuring smooth policy issuance.
- **Business Development**: Proactively identify opportunities for new business development, cross-selling, and upselling insurance products to existing clients. Increase awareness of advisors and help them to identify insurance opportunities through one-on-one or branch meetings/activities.
- **Cross-Team Collaboration**: Collaborate and corresponded closely with internal professional service teams and Wealth Advisors as well as external insurance partners to ensure cohesive and streamlined customer experience. Share customer feedback and insights to improve processes and enhance overall service quality.
- **Policy Service**: Assist in ongoing policy service tasks, such as policy changes, premium payments, and beneficiary updates.
- **Compliance and Regulations**: Maintain a comprehensive understanding of industry regulations, insurance carrier products and processes, internal policies, and compliance guidelines through proactive personal development. Ensure all interactions and transactions adhere to ethical standards, industry regulations, and internal compliance policies.
**What can you expect from us?**
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.
**Qualifications**
- Active Life Insurance License, or ability to acquire within 12 months;
- Strong written and verbal communication skills;
- Detail-oriented with exceptional organizational and multitasking abilities.
**Travel**
- This role may involve occasional travel for client meetings or industry events.
**We encourage our associates at all levels to**:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
**Job** Business Development
**Primary Location** CA-ON-Toronto-Toronto
**Organization** RJFP
**Schedule** Full-time
**Status** Temporary Full-Time
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