This is a unique opportunity to join a growing managing general agency within the financial services sector that specializes exclusively in individual life insurance. This role is designed for professionals who enjoy advisory, process-driven work and want to support successful insurance advisors without being in a sales or call-centre environment.You will work closely with a small, collaborative team and act as a trusted support partner to advisors, helping them navigate individual insurance cases from start to finish. Your work will directly enable advisor success by ensuring accuracy, compliance, and smooth execution, allowing advisors to focus on client relationships and growth.Whats In It for YouYou will join a close-knit team that values collaboration, knowledge-sharing, and long-term growth. The organization offers strong support, meaningful exposure to the individual insurance space, and a stable environment for professionals who take pride in doing things right. With competitive compensation, immediate benefits, and a role created due to business growth, this is an excellent opportunity to build a lasting career in advisor support.Your ResponsibilitiesYoull support advisors with end-to-end processing of individual life insurance business.Youll guide and educate advisors on how to complete requests and navigate internal processes.Youll use life insurance carrier illustration software to support case preparation and analysis.Youll ensure accuracy, compliance, and proactive follow-up on advisor cases.Youll prepare client summaries, reports, and conduct data analysis to identify renewal and growth opportunities.Youll maintain compliant client files and support ongoing advisor education initiatives.Skills and Qualifications3+ years of experience in life insurance or financial services.Active LLQP license is required.Hands-on experience with life insurance illustration software is mandatory.Strong attention to detail with a compliance-focused mindset.Proficiency with Microsoft Office and internet-based tools.Experience working with multiple insurance carriers is considered an asset.Note from the Hiring ManagerWere looking for someone who enjoys being the go-to support partner for advisors, is detail-oriented, and takes pride in helping others succeed while doing things the right way.Why Partner with AltisIf youve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if youre a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.
Job Title
Insurance Assistant