Case and Contracting Coordinator

6 days ago

Richmond, British Columbia, Canada Way Financial Full time $60,000 - $80,000 per year

At Way Financial, we are recognized as the leading Managing General Agency (MGA) for empowering insurance and investment advisors to succeed. Our reputation for delivering exceptional training, helping advisors to prospect clients, and offering some of the most competitive commission structures in the industry sets us apart. That's why we only hire top-tier talent—those who are results-driven, ambitious, and thrive under the principle: "higher results, higher rewards."

Our network spans a few hundred advisors with diverse backgrounds—ranging from part-time social advisors to elite professionals earning millions in commissions. These high-performing individuals demand nothing but excellence, and we deliver with a best-in-class team known for its unmatched service, expertise, and professionalism. While most of our advisors are Chinese, we are committed to growing our presence among South and Southeast Asian advisors over the next five years.

What You'll Do to Excel

  • Business Operations Support: Manage licensing and contracting applications, process business transactions, track compliance requirements, and implement industry protocols via CRM and other platforms.
  • Administrative Support: Provide seamless support for office operations, advisor services, training sessions, events, and coordinate with vendors and partners.
  • Advisor & Partner Communication: Build strong relationships with advisors and product carriers, ensuring timely appointments and follow-ups.

Who We're Looking For

  • Winner Mindset: You aspire to grow with us, striving for the top position in business volume.
  • Results-Driven: You understand that results define success, and you're motivated by the rewards that follow.
  • Professional Presence: You exude professionalism, whether in person or in written communication.
  • Ambitious: You seek consistent annual compensation growth over the next five years.
  • Client-Focused: You enjoy working with high-performing insurance and investment advisors.
  • Experience: Minimum 5 years of operation experience, preferably in the insurance and investment industry.

Why Join Way Financial?

  • Excellence is Our Standard: We don't settle for second-best, and neither should you. Our reputation speaks for itself—just check our YouTube channel and Google reviews.
  • Unmatched Training & Support: We provide the industry's best training, exclusive client events, and top-tier commissions to advisors.
  • Clear Path to Growth: Show results, and you'll be eligible for promotion every year. In just five years, you could advance to become a Case and Contracting Manager.
  • Performance-Driven Culture: We measure performance, learn from mistakes, and celebrate victories together.
  • Work with the Best: Collaborate side-by-side with the industry's top 0.01% advisors, widely regarded as the finest in the business.

Ready to Make the Leap?

If you're ready to stand out from the average, seize this opportunity. Join a team where being good enough is never enough. If you're driven, capable, and ready to push the boundaries of what's possible, we want to hear from you.

Apply Now: Send your resume via Indeed. While we appreciate all applications, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: $48,000.00-$60,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • Vision care

Education:

  • Bachelor's Degree (preferred)

Experience:

  • Operation (in the insurance and investment industry): 5 years (preferred)

Work Location: In person

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