Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards that end, mostly dedicated to a particular IC but working as part of a team that may require his/her support across several different ICs at different points in time.

Accountabilities

Supports IC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked in our Agency Management System; following up with advisors on the status of leads and next steps; providing reporting and/or directing leaders and advisors towards reporting around leads; liaising with the planning team and Total Wealth Managers to ensure they have whatever data they requir...