Senior Advisor Manager

7 days ago


Calgary, Alberta, Canada Western Financial Group Full time
About the Role

As a Senior Advisor Manager at Western Financial Group, you will play a key role in driving the success of our team by guiding and coaching advisors to meet their individual and team goals.

Key Responsibilities
  • Advisor Development: Conduct observational-based coaching sessions to improve advisor performance, provide ongoing training and development opportunities, and set and monitor performance targets for the team.
  • Client Service: Ensure the team meets or exceeds target service levels, post-call survey scores, and NPS metrics, and oversee the onboarding and servicing of clients who purchase policies through digital channels.
  • Quality and Compliance: Perform historical call audits to ensure quality and compliance, and address and resolve any escalated customer issues or concerns.
  • Team Management: Supervise the management of personal line referrals for Care Centre clients, and ensure advisors provide exceptional customer service.
Requirements
  • Education: General Insurance Level 2 License required.
  • Skills: History of modeling the way when implementing initiatives and best practices, strong time-management and training skills in a deadline-driven environment, and professional communication etiquette, both written and verbal.
What We Offer

At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. We offer a competitive compensation package consisting of 3 weeks' vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including health care spending account.



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