account managerMSG CANADA INSURANCE INC. • Brampton, ON, CA

account manager

MSG CANADA INSURANCE INC. • Brampton, ON, CA

30+ days ago

Job type

Permanent

Job description

Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 30 to 35 hours per week
Education:
Expérience:

Education

College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
or equivalent experience

Work setting

Private sector

Tasks

Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments

Computer and technology knowledge

MS Office

Work conditions and physical capabilities

Fast-paced environment
Work under pressure
Tight deadlines
Attention to detail

Personal suitability

Accurate
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Judgement
Organized
Team player
Due diligence
Reliability

Experience

7 months to less than 1 year

Employment terms options

Morning
Day
Weekend

Green job

Involves duties and responsibilities that lead to positive environmental outcomes

Support for persons with disabilities

Offers mentorship, coaching and/or networking opportunities for persons with disabilities
Provides awareness training to employees to create a welcoming work environment for persons with disabilities

Support for newcomers and refugees

Offers mentorship programs that pair newcomers and/or refugees with experienced employees
Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees

Support for youths

Offers mentorship, coaching and/or networking opportunities for youth
Provides awareness training to employees to create a welcoming work environment for youth

Support for Veterans

Offers mentorship, coaching and/or networking opportunities for Veterans
Provides awareness training to employees to create a welcoming work environment for Veterans

Support for Indigenous people

Offers mentorship, coaching and/or networking opportunities for Indigenous workers
Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers

Support for mature workers

Provides staff with awareness training to create a welcoming work environment for mature workers
Offers mentorship, coaching and/or networking opportunities for mature workers

Supports for visible minorities

Offers mentorship programs that pair members of visible minorities with experienced employees
Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities

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Account manager • Brampton, ON, CA

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