Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support the efficient and effective operation of the business group.

Responsibilities

• Provides sales support to drive sales results.
• Ensures the book of business is being developed.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Provides exceptional client experience and service.
• Ensures client needs are met or exceeded to enhance sales activities, referrals and client retention.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.