Employer Industry: Financial Services

Why consider this job opportunity:
- Competitive salary and bonus for eligible employees
- Comprehensive benefits package, including medical, dental, vision, and retirement plans
- Paid Time Off starting at 160 hours annually, with additional paid holidays and sick days
- Opportunities for career training and development
- Supportive work environment promoting diversity and inclusion
- Remote work flexibility available

What to Expect (Job Responsibilities):
- Conduct pre/post-sale insurance business reviews of independent licensed insurance agents
- Initiate and provide reporting for client and agent file reviews in adherence to policies and regulatory requirements
- Prepare reports identifying statistics, trends, and training opportunities for agents
- Provide corrective coaching and training to agents for compliance with policies and regulations
- Perform periodic field branch audits to ensure adherence to business and regulatory requirements

What is Required (Qualifications):
- Two years of experience in the insurance/financial services industry with supervisory/compliance experience
- Life Insurance License
- Excellent written and verbal communication skills
- Strong organizational skills and attention to detail
- Proficiency in MS Office products

How to Stand Out (Preferred Qualifications):
- Post-secondary education in finance or business
- Knowledge of employer processes and procedures
- Advanced proficiency in MS Excel
- Bilingual or multilingual proficiency in French, English, or Punjabi

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