Location: Hybrid - Mississauga, ON or London, ON Compensation: Base Salary Range: $45,000 - $50,000 per year. The posted range reflects the base salary for this position only. In addition to base salary, this role is eligible for a year-end discretionary bonus based on performance and business results. TruStone is looking to hire a Sales & Marketing Specialist to join our team! We are actively seeking candidates to fill a current, open position. The Sales and Marketing Specialist role is a fulltime position requiring teamwork and attention to detail. The objective of this role is to provide our advisors with quotes, product support, educational opportunities, and marketing strategies to expand their business practices. The ideal candidate will be able to work effectively in a team and independently in their role, with a desire to learn and develop their skills. About us TruStone Financial Inc. (TSF) is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships. We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors. TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers. Why pursue this opportunity Play an integral role this is an opportunity that allows you to grow your skills, while directly contributing to the business unit you are a part of. Have your voice heard with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo. Diversity, equity, and inclusion we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment. Responsibilities Individual Insurance Sales Support provide quotes, new business and inforce illustrations using a variety of software programs, including LifeGuide, Cannex, and Life Design Analysis. Product Knowledge must be well versed in the life and living benefits insurance products offered from all carriers TSF holds a contract with. Technical Support train our advisors and their admin staff on our backoffice portal, WealthServ, in addition to our carrier portals and TSF digital resources. Support the onboarding process for new advisors including sending welcome communications, providing system access information, and offering guidance on internal processes as needed. Sales Reports generate reports using Excel and ensure accurate tracking of campaign performance and advisor reward metrics. Project Management work independently and as a team on a variety of sales initiatives and projects to expand the sales and marketing department and boost production. Requirements Minimum of a High School Diploma required. PostSecondary degree in a related field preferred. Welldeveloped verbal and written communication skills. Excellent critical thinking and problemsolving skills required. Strong interpersonal skills with a positive, solutionoriented attitude. Customerfocused mindset with a commitment to supporting advisors with professionalism and care. Strong attention to detail/accuracy. Ability to work well independently and as team member. Computer skills and proficiency with Microsoft 365 suite required. Knowledge of insurance or investments an asset. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Benefits Company pension Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off Equal Employment Opportunity TruStone is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don''t believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age. TruStone welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact . #J-18808-Ljbffr
Job Title
Sales & Marketing Specialist (TruStone)