Financial Services Coordinator

3 weeks ago

Greater Calgary Metropolitan Area, Canada GoInsureMe Full time
About Us

Go Insure Me, a division of Let's Plan, is dedicated to providing valuable advice and services in insurance, investments, and financial planning. We believe that doing what is best and right should always align.

Job Overview

We are seeking a highly organized and process-driven Financial Services Engagement and Marketing Coordinator to join our team. This role will play a pivotal part in operationalizing strategy by improving existing processes and workflows, supporting daily operations, managing marketing and administrative functions, and ensuring compliance with regulations and firm guidelines.

Key Responsibilities:
  • Process and Workflow Setup (Initial Focus)
    • Design and implement efficient processes for regulatory and compliance documentation.
    • Automate CRM workflows to streamline investment and insurance transactions.
    • Process documentation and help improve overall operational efficiency.
    • Support new and existing team members on the processes and workflows.
  • Meeting Preparation
    • Prepare compliance documents and tailored sales materials for client and prospect meetings.
    • Ensure all materials meet industry standards and client needs.
  • Client Engagement
    • Facilitate insurance applications and account updates for existing clients.
    • Service and deepen relationships with existing clients and maintain accurate records.
  • Sales Enablement (Growth Focus)
    • Support and develop resources to address client questions and communicate product benefits.
    • Assist in transitioning customers into long-term clients through tailored solutions.
  • Marketing Coordination
    • Execute marketing strategies that help engage and support customers and clients meaningfully.
    • Manage client communications and campaigns to enhance engagement.
Requirements
  • LLQP Life and Accident and Sickness LLQP insurance license required.
  • Post-secondary education in Communications, Marketing, Business, or Finance is an asset.
  • Familiar with industry-related software and platforms.
  • Knowledge of the sales and administration compliance and regulatory requirements for life and health insurance products.
  • Proficiency in 365 Microsoft Office.
  • Easily navigate industry-specific software; multiple carriers and back office platforms required.
  • Experience using cross-platform graphic design tools to manage existing branded content.
  • Strong organizational, time management, and communication skills.
  • Knowledge of Alberta insurance products, focusing on servicing existing client needs.
  • Attributes: Process-driven, client-focused, team-oriented, with a keen eye for detail.
About You

We are looking for a detail-oriented and organized professional who can efficiently handle multiple tasks while maintaining a high level of client satisfaction. If you have experience working in a fast-paced environment and enjoy process improvement, we encourage you to apply.

Compensation Package

We offer a competitive compensation package, including a base salary of $65,000 per year, comprehensive health benefits, matched retirement savings plan, and performance-based bonuses.

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