Sales Coordinator - Partner - Your Neighborhood Credit Union
Sales Coordinator - Partner - Your Neighborhood Credit Union
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1 Vacancy
Job Description
Sales Coordinator
Posting #: 2536
Department: Wealth Your Way (Aviso Insurance)
Location: 289 Bay St. Sault Ste. Marie
Job Type: Regular FullTime
Reports to: Financial Planner
The Role:
Wealth Your Way (WYW) through Aviso Insurance in partnership with Your Neighbourhood Credit Union presently has an opening for a Sales Coordinator. Wealth Your Way is about creating the right plan for every client; a comprehensive roadmap combining sound investment strategies insurance solutions tax planning and active portfolio management to help them get the most from their money.
This position is responsible for providing administrative and office support services to the Wealth Your Way Financial Planners and other team members where applicable. In addition this position is responsible for maintaining files processing bill payments preparing a variety of activity reports and other related duties.
Duties and Responsibilities:
Set appointments prepare for interviews handle complaints and concerns follow up on referrals provide information on WYW to members and the general public inputting financial plan information formatting proposals and processing product applications
Create and maintain member files
Process bill payments and prepare a variety of activity reports for credit union management WYW Financial Planners and Regional Office(s) as required
Process all WYW mail and handle all courier and fax support
Assist in building the relationship with credit union management and staff
Assist Credit Union management in tracking WYW employee attendance if required
Nature and Purpose of Contacts and Relationships:
Internal:
Establishes and maintains effective communication and cooperation with WYW Representatives Sales Development Managers Regional Offices Head Office and other WYW staff
External:
Establishes and maintains effective communication and cooperation with credit union members managers and staff and suppliers
Why work with Wealth Your Way
Competitive Compensation Incentive Programs and Benefits
37.5hour work week
Pension plan
Core Benefits are 100 paid for by WYW
Wellness Initiatives including our Employee and Family Assistance Program premium membership for Calm Consult and LIFT Virtual Fitness
Training and Development Opportunities
Qualifications:
High school graduate supplemented with postsecondary education in an office careers program
Minimum two years of experience as an assistant in an office environment dealing with internal and external contacts
Completion of the IFIC course (Investment Funds Institute of Canada) Life Licensing course or the CSC course (Canadian Securities Course) is a definite asset
General investment and insurance industry knowledge and awareness of the Canadian Credit Union System are highly desirable
Demonstrated skills include: excellent telephone and organizational skills excellent typing and grammar skills combined with strong interpersonal and verbal communications skills
Experience with working with all major types of office equipment
Familiar with personal computers and a full range of knowledge of Microsoft Office products (i.e. Word Excel PowerPoint and Outlook)
Must be bondable
Wealth Your Way is a program provided by Aviso Insurance Inc. offering financial planning life insurance and investments to members of credit unions and their communities. Trademark(s) of Wealth Your Way are used under license by Aviso Insurance Inc.
YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications merit and business needs at the time.
YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race colour sex gender religion sexual orientation national origin disability pregnancy or any other protected characteristic as outlined by national provincial or municipal laws. This applies to all employment practices within our organization including hiring recruiting promotion termination leave of absence compensation benefits and training.
Your Neighbourhood Credit Union will provide accommodations for persons with disabilities where needed to support their participation in our recruitment process. Please contact Human Resources at
Required Experience:
IC
Employment Type
Full Time
