About Advico:
Advico specializes in customized insurance planning solutions, rejecting the notion of a one-size-fits-all approach. Our dedicated team focuses on delivering strategic insurance planning services tailored to meet the unique needs of Business Owners and Professional Corporations. At Advico, we prioritize educating entrepreneurs and businesses on practical solutions to safeguard their assets, foster generational wealth growth, and ensure seamless transitions and succession planning for sustained business success.
The Opportunity:
As a Client Service Specialist, you would be accountable for providing a high level of client service and general administrative support to our corporate advisor team. Although this is not a sales position the expectation is that this individual will be client facing, able to prepare and present, and then follow through with client interactions. The ideal candidate will demonstrate a strong desire towards building a long-term career with ample opportunities for growth and advancement within the insurance and financial services industry. They should enjoy working both independently as well as in collaborative environments as a valued team member in a family-owned and operated business setting.
A Day in the Life:
· Complete needs analysis and risk assessment for clients in accordance with Advico policies and practices
· Complete and process insurance documents
· Prepare for client meetings, document preparation, and follow up in a timely manner
· Collect data, information and prepare all required documents for the bank and/or financial institution(s)
· Work collaboratively with industry partners, business partners and accountants in preparation for client meetings
· Respond to and investigate client’s questions and concerns resolve client complaints and escalate issues as appropriate.
· Provide sales support, client service, and general administrative duties
· Maintain client relationship management system and internal processes
· Establish a strong, positive and respectful relationship with the clients in order to build a level of trust and confidence in the abilities of the advisor and the company to meet all their future financial planning needs
· Advocate and professionally represent advisors to clients, business partners, and the community
· Adhere to the highest level of integrity, ethical conduct and industry compliance regulations
· Office role with travel as needed for client reviews
Skills / Qualifications:
· 4 years industry experience preferred
· LLQP life licensed
· Strong client focus and excellent interpersonal skills are required
· Excellent organizational and time management skills, including attention to detail
· Dynamic interpersonal, customer service, and written communication skills
· Understanding of advanced insurance concepts
· Previous banking experience is considered an asset
· Designations/Certifications are considered an asset (CFP, CLU, etc)
· Knowledge of Microsoft Office 365- Outlook, SharePoint, Word, Excel, PowerPoint
· Familiarity with Salesforce client relationship management (CRM) would be an asset
What We Offer:
· Competitive salary
· Benefits (extended health, dental, disability)
· Opportunities for career advancement and growth
· Revenue Sharing
· Continuing education
If you are interested in this position, please email contactus@advico.ca or reach out to patrick@advico.ca