Level #1 (Licensed) Insurance Advisor
Kevin Carruthers - Desjardins Insurance Agent • Ottawa, Canada
Role Description
Kevin J Carruthers Insurance Agency
Level 1 Licensed Client Care Advisor
Reports To
The Job will report to the Agent and/or Level #2 Advisors
Job Overview
This role is one of a Level #1 Client Care Advisor and is geared towards a newly licensed individual (Under 2 Years Industry Experience) that will allow the candidate to gain experience and knowledge while being mentored by a more senior member of our team. You will be responsible to assist your mentoring advisor on completing and processing client changes to existing coverages and policies, as well as follow a pre-determined development plan while supporting the team, in order to eventually be promoted to a Level #2 Advisor after minimum of One Year.
Responsibilities and Duties
<...