Job Expired
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This posting has expired and applications are no longer being received and this job does not show up on the main job list.
| Position Type: | Part-time |
| Location: | Strathroy, ON |
| Date Posted: | Apr 25, 2023 |
| Experience: | 1 Year |
| Education: | College Diploma (2 years) |
Job Description
What Will You be Doing?
This role will be based out of our Strathroy office and will attract a go-getter whose energy, warmth and welcoming nature shine through whether dealing over the phone, via email or in person.
Overseeing the front desk at our Strathroy office, you will be the first point of contact for clients visiting that location or calling into any one of our four offices. Phone managment duties are shared with 2 other team members at other locations, but this particular role will also include appointment booking responsibilitie for our team's advisors. We have a methodical and well-organized system of managing the team's appointment booking tasks that you will be expected to learn, implement and improve upon as you gain confidence and expertise in your role.
Comfort with technology is a must as you will be managing multiple Outlook calendars, using a VOIP phone system on a laptop to take/make/direct calls, and working within our Salesforce client database. While from time to time you will call referred leads who are not yet clients, the majority of outgoing calls will be to our existing client block. We are a well-established group of advisors and never cold call.
Your responsibilities, for which you will receive training, will include but are not limited to the following:
Key Attributes We're Looking For
The Fine Details
Who are We?
We are a team of 17 across 4 office locations—London, Strathroy, St. Thomas and Petrolia-- focused on clients' paths to financial security so that they can focus on experiencing what life has to offer.
While we are contracted with Sun Life, we have self-branded as Focus Financial Solutions Inc. This allows us the best of both worlds: As a reputable brand that has stood the test of time, Sun Life offers phenomenal products, tools and programming. While, as Focus Financial, we have set ourselves apart from other advisor businesses with our personalized approach, the experience and skillset we bring to the table, how we thrive on embracing change, and how we recognize each member of our team as an expert in their field.
We provide life and health insurance, investment, and group benefits solutions as well as financial planning services. At our core, we believe in providing exceptional service experiences based on quality, long-term relationships and an in-depth understanding of what is important to each individual client.
Why Work Here?
This long-term, relationship-focused approach to client service is also evident in how we operate as an employer. At Focus Financial, the team is warm, welcoming and friendly. Strong work ethic and quality output is the expectation, but we have a lot of fun doing it and make time for several social functions throughout the year. We value and appreciate each employee and the contributions they make daily as experts on our team, and we encourage continuing education, questions, and collaborative problem-solving all of which only make our team stronger.
How to Apply?
This role will be based out of our Strathroy office and will attract a go-getter whose energy, warmth and welcoming nature shine through whether dealing over the phone, via email or in person.
Overseeing the front desk at our Strathroy office, you will be the first point of contact for clients visiting that location or calling into any one of our four offices. Phone managment duties are shared with 2 other team members at other locations, but this particular role will also include appointment booking responsibilitie for our team's advisors. We have a methodical and well-organized system of managing the team's appointment booking tasks that you will be expected to learn, implement and improve upon as you gain confidence and expertise in your role.
Comfort with technology is a must as you will be managing multiple Outlook calendars, using a VOIP phone system on a laptop to take/make/direct calls, and working within our Salesforce client database. While from time to time you will call referred leads who are not yet clients, the majority of outgoing calls will be to our existing client block. We are a well-established group of advisors and never cold call.
Your responsibilities, for which you will receive training, will include but are not limited to the following:
- Incoming/outgoing calls and emails to schedule appointments between existing clients or qualified leads and their financial advisor.
- Managing multiple Outlook Calendars and Mail
- Working within and contributing to our Salesforce database to pull up booking tasks, record conversations, and modify client profiles.
- Confirming Next Day's appointments and rescheduling as needed
- Keeping the office neat and tidy, welcoming visitors and showing them hospitality in the way of offering them a coffee, taking their coat, etc.
- Office closing tasks including taking cheques to the bank, if needed
Key Attributes We're Looking For
- Comfort with technology
- Ability to follow established processes in detail while also keeping an eye out for possible process improvements
- Can speak and write/type with correct grammar, poise, and professionalism
- You enjoy socializing-- we do puzzles, have social gatherings, go out to eat, etc and would love for you to join us.
- You're punctual, reliable, trustworthy.
The Fine Details
- While you will be employed by Focus Financial Solutions Inc., you must successfully complete Sun Life’s credit and criminal backcheck and selection paperwork in order to secure this position. This is because we are contracted with Sun Life Financial, work with their clients and have access to their systems.
- Monday-Thursday 10am-5pm with a 30min paid break each day. This is an in-office position.
- $24,752-$27,664 starting annual salary (equates to $17-$19/hr based on experience)
- 6% vacation accrual (3 weeks per calendar year)
- Benefit plan (health & dental) after 3 months’ full-time employment
- Group RSP or TFSA with 2% matching after 1 year of full-time employment
Who are We?
We are a team of 17 across 4 office locations—London, Strathroy, St. Thomas and Petrolia-- focused on clients' paths to financial security so that they can focus on experiencing what life has to offer.
While we are contracted with Sun Life, we have self-branded as Focus Financial Solutions Inc. This allows us the best of both worlds: As a reputable brand that has stood the test of time, Sun Life offers phenomenal products, tools and programming. While, as Focus Financial, we have set ourselves apart from other advisor businesses with our personalized approach, the experience and skillset we bring to the table, how we thrive on embracing change, and how we recognize each member of our team as an expert in their field.
We provide life and health insurance, investment, and group benefits solutions as well as financial planning services. At our core, we believe in providing exceptional service experiences based on quality, long-term relationships and an in-depth understanding of what is important to each individual client.
Why Work Here?
This long-term, relationship-focused approach to client service is also evident in how we operate as an employer. At Focus Financial, the team is warm, welcoming and friendly. Strong work ethic and quality output is the expectation, but we have a lot of fun doing it and make time for several social functions throughout the year. We value and appreciate each employee and the contributions they make daily as experts on our team, and we encourage continuing education, questions, and collaborative problem-solving all of which only make our team stronger.
How to Apply?
- Email your resumé to sarah.brennek@sunlife.com with an explanation within the email as to why you believe you're the one for this role.
- Candidates selected for our interview process will receive a reply to meet over Zoom for an initial screening interview.
- Upon successful completion of the screening interview you will be invited to our main office in London for an in-person interview and also to do a meet & greet with current team members.
- Finally, a phone follow-up to the in-person meeting will be conducted.
- Decision will be made and offer presented. Any offers accepted are contingent on the successful completion of a credit and criminal backcheck and Sun Life's contracting process.
