Job Description

Job Description

:

Job description (heading) / Description du poste (titre)

  • This position is responsible for responding to all client requests and inquiries received through e-mail, postal mail, Client Feedback Forms and other written correspondences.

    • Preferred skills (heading) / Compétences particulières (titre)

  • Knowledgeable on life insurance (SLOCPI/SLGFI), VUL (SLOCPI/SLGFI), pre-need and mutual funds
  • Basic knowledge on regulations related to confidentiality, security controls and disclosures on client information
  • Basic knowledge on the following systems: Ingenium, Salesforce, PRISM and MF Taps is preferred
  • Must be highly client-oriented; and effective team player with high stress tolerance
  • Can communicate confidently
  • Excellent attendance record

    • Qualifications (heading) / Compétences (titre)

  • University degree graduate

  • With 3-year experience in any front-line cli...

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