Adjoint(e) Exécutif(ive) Aux Ventes

Aleanza

Competitive salary adjusted by experience; not spe...
On-site
Crm data entry and updates
Client file management
Proactive follow-up execution
Aleanza is seeking an Executive Assistant in Sales to manage and streamline complex individual insurance cases. The ideal candidate should possess experience in the insurance or financial sector and demonstrate strong organizational skills, judgment, and the ability to work in a fast-paced environment

Job Summary

  • The role focuses on ensuring client files advance effectively from start to finish without stagnation.
  • Candidates must be proactive in updating CRM records, coordinating communications, and contacting insurers for necessary information.
  • The company offers a competitive salary, comprehensive group insurance, and a beneficial RRSP program.

Matching Summary

Match Score: 85

Aleanza is seeking an Executive Assistant in Sales to manage and streamline complex individual insurance cases. The ideal candidate should possess experience in the insurance or financial sector and demonstrate strong organizational skills, judgment, and the ability to work in a fast-paced environment.

Salary

Competitive salary adjusted by experience; Not specified; Comprehensive group insurance and RRSP program included

Skills & Requirements

Must-have

  • CRM data entry and updates
  • Client file management
  • Proactive follow-up execution
  • Email coordination and scheduling
  • Document preparation for sales

Nice-to-have

  • Judgment and problem-solving skills
  • Ability to handle complex situations
  • Comfort with demanding clients
  • Self-starter attitude
  • Strong organizational rigor

Key Requirements

  • Technical training in insurance, finance, or administration
  • Experience in insurance or financial environments
  • Understanding of life insurance products
  • Bachelor's degree is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter