Executive Assistant to CEO

Job Description

Job Description

WHO WE ARE

We are a life insurance advisor agency.

a) We help individuals and families build and preserve their wealth using Life insurance solutions. We'll support our clients with creative life, critical illness and income protection planning.

b) We service businesses with their employee benefit solutions. We design and craft plans for businesses and offer continued support.

Employee-retention is important for business owners. Benefit plans are a solution.

Our company values hearts more than profits. We care more for the well being of our employees then we do to try and turn a profit.

We're in business to create opportunities for people. We value our clients and our community. We want to have a positive impact on the lives that surround us.

WHAT WE NEED YOU TO DO

We are looking to recruit a multi-talented Executive Assistant. Someone who can support our CEO in the following ways :

1) To be a Client Relationship Manager :

• To support new clients through the underwriting process.
• To support the integration of new clients into our client-base when we buy out other firms. To facilitate the transfers.
• To support existing clients with questions and changes while their plans are active.
• To discover gaps within our client portfolios and opening up new opportunities within our existing client base.
• To obtain and organize quotes and process amendments.

2) To be a Leader and General Manager with an entrepreneurial spirit.

• To collaborate with our carrier and MGA partners. Manage contracting and carrier access.
• To collaborate with our internal prospecting team in building out goals, tracking progress and being a source of inspiration.
• To collaborate with our internal CRM development team in maximizing our efficiencies.
• To collaborate with our web development team in communicating our value to new customers.

3) To be a General Administrator :

• To book appointments
• To manage email communications
• To prepare forms.
• To create fillable PDFs.
• To build templates.
• To do general filing and organization

THE KIND OF PERSON WE NEED YOU TO BE

1) You need to be an excellent communicator. To be a client relationship manager means you need strong communication skills.

You need to present yourself clearly, confidently and professionally.

2) You need to be independent. To have an ability to work on your own and have self discipline and self regulate to get the job done.

3) You need to have an entrepreneurial spirit. To be someone who is inspired to help us grow the company. Someone who can take initiatives and provide suggestions.

You need to be comfortable with growth and positive changes. This will not be stagnant position.

4) You need to be an active participant and leader. To participate and engage and inspire the team. To create a comfortable work (virtual) environment.

5) You need to be organized. There will be many activities, tasks and projects to juggle. Organization is a key element to efficiency and success.

6) You need to enjoy learning. There will be so much to learn.

SOME ADDITIONAL BENEFITS

The job is remote. You can work from home. But you must be situated in Canada. The job is Monday to Friday and 9 am - 5 pm Eastern Time.

If you prefer an office setting, we can explore remote office options near you.

• You may participate in employee benefits.
• Your overall compensation plan will be generous.
• You will be empowered to make your decisions.
• Your hours will be flexible and adjustable.
• You will have the opportunity to join client-advisor meetings to advance your learning
• You will have an opportunity for growth. As the company grows and our client base grows, then further opportunities may arise.

Company Description

We are a life insurance advisor agency.

• We craft employee benefit solutions for businesses
• We creatively design personalized life insurance plans for business owners to help them create wealth tax free.

Company Description

We are a life insurance advisor agency. r n- We craft employee benefit solutions for businesses r n- We creatively design personalized life insurance plans for business owners to help them create wealth tax free.