Individual Life Advisor Support Associate
DGA View all jobs
- Toronto, ON
- $50,000-74,000 per year
- Permanent
- Full-time
- Support advisors with day-to-day servicing and case management for individual life insurance
- Prepare, review, and manage illustrations across multiple carrier platforms
- Assist with application packaging, processing, and follow-up
- Ensure client files are complete, accurate, and compliant with regulatory requirements
- Track cases and proactively follow up to keep business moving forward
- Stay current on product updates, carrier tools, and system enhancements
- Help streamline workflows and support office operations as part of a small team
- LLQP licensed is a must have
- Experience in the individual life insurance space
- Hands-on experience using multiple carrier illustration tools
- Background working with Life Insurance carriers
- Prior advisor or advisor-support experience in an outbound, relationship-driven environment
- Strong attention to detail and comfort managing multiple cases at once