Empathetic Client Advisor, Financial Services

AO Globe Life - Nzube Justin Ejifugha; Toronto; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Toronto seeks a Client Relationship Specialist to enhance client experiences and foster long-term relationships. This role involves managing client portfolios, assessing financial needs, and providing tailored insurance solutions. Ideal candidates should possess exceptional interpersonal skills and an LLQP license. The position offers competitive compensation and opportunities for career advancement.

Benefits

Competitive compensation

Attractive performance bonuses

Opportunities for professional development

Qualifications

• Proven ability to build and maintain strong client relationships.
• Comfortable utilizing CRM systems and digital communication platforms.
• A keen eye for detail and strong organizational skills to manage client portfolios effectively.

Responsibilities

• Serve as the primary point of contact for new and existing clients.
• Proactively engage with clients to assess evolving financial needs.
• Resolve client inquiries and concerns with empathy and efficiency.

Skills

Exceptional interpersonal skills

Organizational skills

Problem-solving

CRM system proficiency

Education

LLQP license

Job description

A leading financial services provider in Toronto seeks a Client Relationship Specialist to enhance client experiences and foster long-term relationships. This role involves managing client portfolios, assessing financial needs, and providing tailored insurance solutions. Ideal candidates should possess exceptional interpersonal skills and an LLQP license. The position offers competitive compensation and opportunities for career advancement.