Marketing Associate

1 week 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 attitude
  • Organize and maintain compliant client files
  • Communicate with clients about policy inquiries
  • Prepare materials for client meetings

Review and process insurance applications & transactions, ensuring accurate and timely flow from form completion to delivery, following up on outstanding requirements as required

Act as a liaison between the advisor’s office and insurance carriers

Maintain databases

  • Provide general reception and office support as required, including phone calls, couriers, and other general duties related to the administration of the office
  • Participate in ongoing training related to job duties


Key Qualifications:


University Degree

Minimum 2-5 years experience in the life insurance industry

Life Insurance License preferred

Industry-related training preferred

Excellent communication skills, written and verbal

Strong proofreading and editing skills

Strong PC skills including Excel, Word, Outlook and CRM

Strong organizational skills, efficient and detail-oriented

The ability to work with minimal direction

Collaborate as part of the Team in the day-to-day operations of the office



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