EH
Elevance HealthSenior Portfolio Manager
Portfolio Manager Senior overseeing complex project portfolios, ensuring alignment with budget objectives and operational goals at Elevance Health.
About the role
- Support the Manager, Resolution and Oversight with activities related to client escalations and front-line advisor support.
- Responsible for supervising new life & wealth registrants; including new registrants within the Advisor Development Program (ADP).
- Responsible for continual spot-check and compliance quality assurance reviews on Needs-Based Selling practices for Insurance sales across the advisor cohort.
- Log all oversight activity and providing direct feedback to advisors and immediate manager.
- Provide recommendations to sales management on new registrant acumen and suitability for the Prospr advisor role.
- Identify and help to eliminate advisor knowledge gaps by sharing feedback to their sales manager for coaching and development purposes.
- Log all questions, errors, escalations and exceptions with precision and accuracy to support coaching/development and business compliance requirements.
- Support continuous improvement in the Prospr by identifying and reporting process inconsistencies and/or identify process gaps to the Manager, Resolution and Oversight
Requirements
- Bachelor degree or 2+years of relevant experience
- Mutual Fund sales and service experience
- Insurance sales and service experience
- Strong knowledge and passion of retail insurance and investment products
- Experience doing business over the phone
- Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Bilingualism (French, English, both oral and written) is required for Quebec only
Benefits
- Competitive Salary and annual incentive plan
- A Comprehensive benefits package which includes: Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
- The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
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