Sales Operations Coordinator, Life & Wealth Management

NFP, an Aon company (Canada); Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance industry is seeking a Sales Operations Coordinator to support their Life & Wealth Team. The ideal candidate will possess strong communication and organizational skills, and will be responsible for office management, producer support, and sales & marketing tasks. This role offers a hybrid work environment and numerous benefits, making it an excellent opportunity for growth in a collaborative setting.

Benefits

Annual bonus plan

Matching RRSP plan of 5% of salary

Generous benefits plan

Support for continuing education

Qualifications

• 1-2 years’ experience as an Administrative Assistant or Office Coordinator.
• Proficiency in processing large amounts of information.
• Ability to work on projects with a team or independently.

Responsibilities

• Maintain and oversee schedules for the Life & Wealth Team.
• Manage division reception and office supplies.
• Assist with maintaining Salesforce CRM and run reports.

Skills

Communication

Organization

Time Management

Education

Post-Secondary degree

Tools

Salesforce

Microsoft Office Suite

Job description

Sales Operations Coordinator, Life & Wealth Management

Join to apply for the Sales Operations Coordinator, Life & Wealth Management role at NFP, an Aon company (Canada)

Sales Operations Coordinator, Life & Wealth Management

Join to apply for the Sales Operations Coordinator, Life & Wealth Management role at NFP, an Aon company (Canada)

SALES013496_2

Business Line: Life & Wealth

Hours Per Week: 35 (Full-Time)

Location: Markham, with occasional days in our Toronto location - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About The Role

We have an immediate need for an Operations Coordinator, to support the Life & Wealth Team. The ideal candidate is flexible, possesses strong communication skills, and is a collaborative team player who builds successful relationships. In this role, you will be responsible for handling office management and reception duties as well assisting with supporting our sales team with administrative items and scheduling.

What You’ll Do

Producer Support

• Must maintain and oversee schedules including creating and organizing multiple meetings for the Life & Wealth Team
• Prepare and revise Word, Excel, PowerPoint, and other documents including presentations both internal and external client document
• Liaise with other organizations and associations on behalf of the Life & Wealth Team
  
  
  

Office Management

• Manage division reception including routing of incoming calls, mail communications and general support for visitors
• Serve as the point person for purchasing office needs/supplies, office equipment and general office errands
• Coordinates guest visits including office food orders/delivery
• Organize team functions including staff activities and client events
  
  
  

Sales & Marketing Support

• Assist with maintaining Salesforce CRM, including data entry and research
• Run reports to monitor sales and marketing activity
• Supports communication between sales and operations
• Manages meeting follow ups, notes, etc
• Contributes to event planning
  
  
  

What You Bring

• Post-Secondary degree is preferred with 1-2 years’ experience as an Administrative Assistant or Office Coordinator, preferably in Financial Services or Insurance
• Minimum 1 year of experience in professional office setting
• Desire to work in a fast-paced environment with flexibility in duties and responsibilities
• Proficiency in processing large amounts of information on an ongoing basis
• Exceptional attention to detail and time management skills
• Strong aptitude for organization and active management of shifting priorities
• Effective verbal and written communication
• Ability to work on projects with a team or on an individual basis
• Proficiency in Microsoft Office Suite and the ability to learn software/technology quickly
• Proficiency in calendar management
• Experience with Salesforce, Concur, ServiceNow, Sharepoint
  
  
  

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
  
  
  

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including CIBC Run for the Cure, Autism Speaks, KRG Children's Charitable Foundation and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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