LifePlan Investments

LifePlan Investments is an energetic, diverse organization where employees are team-oriented. You will have the opportunity to work in an exciting environment supported by first-class resources and complemented by a culture that leads the industry. In addition, you can control your career with no pressure of meeting sales quota and grow in a professional environment.

At LifePlan Investments we strive to provide a top-tier experience in a non-traditional, team-based environment that is both intellectually stimulating and fun. Our unique value for our team is providing professional coaching and mentoring along with leadership career development opportunities.

We specialize in offering comprehensive, customized solutions carefully structured around your goals and aspirations - from insurance to investments to retirement, business, tax and estate planning.

To apply:

Send us an e-mail together with your resume and Cover Letter to:

careers@lifeplaninvestments.ca

 

We would like to thank all applicants for their interest in this position. Only selected prospects will be contacted for interview.

LifePlan Investments 3601 Highway 7, Markham, ON, Canada
Oct 19, 2018
Contractor
Are you a self-starter who wants to build a career in the financial planning organization supported by first-class resources? LifePlan Investments is an energetic, diverse organization where producers are team-oriented. Our unique value for our team is providing professional coaching and mentoring along with leadership career development opportunities. You will have the opportunity to work in a friendly and family-oriented environment.  We provide you with an exceptional administrative support, mobile app, top-notch CRM and other technical support tools to build your career for lifetime. In addition, you can control your career with no pressure of meeting sales quota and grow in a professional environment. At LifePlan Investments we strive to provide a top-tier experience in a non-traditional, team-based environment that is both intellectually stimulating and fun. Junior Financial Consultant As a financial consultant your goal is to help clients create viable plans for managing their finances given individual and family situations. You provide integrated life insurance planning and advice as a trusted partner to your clients. This position allows you to build your own business, with the brand, strength, and stability. At LifePlan Investments we provide competitive performance-based compensation and financial assistance for qualified candidates to help you develop your career. POSITION RESPONSIBILITIES Assess clients’ needs and provide customized financial planning solutions Ability to build and maintain client relationships through various prospecting activities such as networking, social media marketing, etc. Build rapport with new clients and strengthen existing relationships Utilize CRM to manage clients’ profiles and keep track of leads and opportunities Service on-going clients, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals Prepare documentation for insurers, complete applications for clients, process changes Actively participate in carrier training, workshops and webinars Participate in community support and philanthropic initiatives REQUIREMENTS Strong prospecting and business development skills Superb problem-solving and analytical skills Excellent interpersonal and customer care skills Strong time management and organizational skills Goal oriented and strong work ethic Working knowledge of WealthServ, CRM tools and carrier software LLQP licence is required or to be obtained within a grace period Other financial designations would be considered an asset   To apply: Send us an e-mail together with your resume and cover letter to: careers@lifeplaninvestments.ca We would like to thank all applicants for their interest in this position. Only selected prospects will be contacted for interview.   LifePlan Investments LifePlan Investments is a financial planning organization focused on helping Canadians achieve their lifetime financial goals and dreams with the help of advanced technology and trusted financial professionals. Our Services include: Life Insurance, Health Insurance, Disability Insurance, Wealth Management, Group Insurance, Tax & Estate Planning, Retirement and Financial Planning, Pension Plans, Employee Benefits, Executive Compensation Planning, Business Owners Succession Planning, Investments in RRSP, TFSA, RESP, RDSP, Mutual Funds, Segregated Funds, Guaranteed Investments, ETFs
LifePlan Investments 3601 Highway 7, Markham, ON, Canada
Oct 19, 2018
Full time
Are you driven with excellent organization skills and creative mind seeking to advance your career to the next level in a growing financial planning organization? LifePlan Investments is an energetic, diverse organization where producers are team-oriented. Our unique value for our team is providing professional support, coaching and mentoring along with leadership career development opportunities. You will have the opportunity to work in a friendly and family-oriented environment. At LifePlan Investments we strive to provide a top-tier experience in a non-traditional, team-based environment that is both intellectually stimulating and fun. Admin/Receptionist/Social Media Coordinator Your role is to represent LifePlan Investments on the social media platforms and provide administrative support to our Financial Consultants. Your responsibilities will include but not limited to: Support managers and Financial Consultants through a variety of administrative tasks related to business organization, development and communication. Advertise our services on a variety of social media platforms and conduct market research to discover recent trends and updates in the industry. Process new advisor applications for contracting ensuring all the criteria is met. Screen Financial Consultants for suitability and monitor their business activities using CRM, WealthServ and other tools. Handle life license and E&O checks making sure all documents are up to date and statuses are maintained. Coordinate with insurance carriers for contracting and new business activities and as per management’s requests. Schedule training, webinars and interviews according to calendar availability. Monitor production by reviewing sales platforms and updating numbers in the spreadsheets as needed. Be creative and use Adobe Photoshop skills to make interesting posts about LifePlan Investments.   Other Responsibilities: Answer and direct phone calls, e-mails and face to face enquires Organize and schedule meetings and appointments Carry out administrative duties such as filing, typing, copying, binding, scanning etc. Maintain computer and manual filing systems Order office supplies and marketing materials Greet and provide general support to visitors Manage reception area Perform other clerical duties as required   Requirements: At least 3 years of proven administrative assistant experience in insurance/investments area Experience working with insurance related CRM systems, like Salesforce, HubSpot Excellent Adobe Photoshop skills with proven track record of success Excellent time management, organization skills and ability to prioritize projects Attention to detail and problem-solving skills Excellent written and verbal communication skills Knowledge of insurance and investments products is preferred Strong organizational and planning skills Proficient in MS Office with focus on Excel High school diploma or equivalent; college degree preferred Knowledge of other languages is considered an asset   To apply: Send us an e-mail together with your resume and cover letter to: careers@lifeplaninvestments.ca We would like to thank all applicants for their interest in this position. Only selected prospects will be contacted for interview. LifePlan Investments. LifePlan Investments is a financial planning organization focused on helping Canadians achieve their lifetime financial goals and dreams with the help of advanced technology and trusted financial professionals. Our Services include: Life Insurance, Health Insurance, Disability Insurance, Wealth Management, Group Insurance, Tax & Estate Planning, Retirement and Financial Planning, Pension Plans,
LifePlan Investments 3601 Highway 7, Markham, ON, Canada
Oct 19, 2018
Contractor
Are you looking for a career, not just a job? Are you a self-starter who wants to build a career in the financial planning organization supported by first-class resources? LifePlan Investments is an energetic, diverse organization where producers are team-oriented. Our unique value for our team is providing professional coaching and mentoring along with leadership career development opportunities. You will have the opportunity to work in a friendly and family-oriented environment. We provide you with an exceptional administrative support, mobile app, top-notch CRM and other technical support tools to build your career for lifetime. In addition, you can control your career with no pressure of meeting sales quota and grow in a professional environment. At LifePlan Investments we strive to provide a top-tier experience in a non-traditional, team-based environment that is both intellectually stimulating and fun. Financial Consultant As a financial consultant your goal is to help clients create viable plans for managing their finances given individual and family situations. You provide integrated life insurance planning and advice as a trusted consultant to your clients. This position allows you to build your own business, with the brand, strength, and stability. At LifePlan Investments we provide competitive performance-based compensation and financial assistance for qualified candidates to help you develop your career. POSITION RESPONSIBILITIES    Assess clients’ needs and provide customized financial planning solutions Ability to build and maintain client relationships through various prospecting activities such as networking, social media marketing, etc. Build rapport with new clients and strengthen existing relationships Utilize CRM to manage clients’ profiles and keep track of leads and opportunities Service on-going clients, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals Prepare documentation for insurers, complete applications for clients, process changes Actively participate in carrier training, workshops and webinars Participate in community support and philanthropic initiatives         REQUIREMENTS  2+ years work experience as a financial consultant, insurance broker, or financial advisor Strong prospecting and business development skills Outstanding problem-solving and analytical skills Excellent interpersonal and customer care skills Strong time management and organizational skills Goal oriented and strong work ethic Working knowledge of WealthServ, CRM tools and carriers software Proven track record of successfully managing and closing deals LLQP licence is a must Other financial designations would be considered an asset   To apply: Send us an e-mail together with your resume and cover letter to: careers@lifeplaninvestments.ca We would like to thank all applicants for their interest in this position. Only selected prospects will be contacted for interview. LifePlan Investments LifePlan Investments is a financial planning organization focused on helping Canadians achieve their lifetime financial goals and dreams with the help of advanced technology and trusted financial professionals. Our Services include: Life Insurance, Health Insurance, Disability Insurance, Wealth Management, Group Insurance, Tax & Estate Planning, Retirement and Financial Planning, Pension Plans, Employee Benefits, Executive Compensation Planning, Business Owners Succession Planning, Investments in RRSP, TFSA, RESP, RDSP, Mutual Funds, Segregated Funds, Guaranteed Investments, ETFs