Sales Manager at BauDarlehen24 advising clients on financing and saving plans. Collaborating closely with banks and insurance partners for client solutions in hybrid work environment.
About the role
- Sales Support Associate providing operational support for Canada Life's Group Benefits sales team. Collaborating with Account Managers and analysts in a fast-paced environment.
Responsibilities
- Prepare quotes and presentations via in-house software and Microsoft Office suite tools
- Package and email annual renewals to advisors on behalf of Account Executives
- Underwrite and price new groups and amendments
- Work collaboratively with Group Benefit Analysts and Account Managers to deliver Canada Life products to the market
- Act as a liaison between our office and advisors to investigate and gather missing information
Requirements
- Post-secondary education
- Strong critical thinking skills with an analytical approach
- Strong attention to detail
- Proficient in using Outlook, Word, Excel, and Adobe; aptitude for learning new technologies
- Excellent time management and organization
- Ability to work independently and in a team environment
- Effective communicator, both written and verbal
- Experience in the group benefits industry would be an asset
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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