Job Description

Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.

Contracting Specialist (TruStone Financial)

Location: In Person - Burnaby, BC

TruStone is looking to hire a Contracting Specialist to join our team! Reporting to the Contracting Manager, the Contracting Specialist provides optimal support to advisors with all their day-to-day contracting needs. This role works to build and maintain quality support for our advisors.

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

Join a transforming business - we are a medium-sized Canadian company in a stable industry which is rapidly transforming.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you’ll be working on

• Providing support to clients with the Apexa onboarding and the contracting process.
• Setting up license sponsorship, carrier support, etc.
• Process contracts and transfer using Apexa platform.
• Facilitating and processing client changes within WealthServ and/or Apexa (eg. override change, bank change, address change, license and E & O updates)
• Perform other related activities and participate in ad hoc projects, as necessary or as assigned

What we’re looking for you to have

• Experience in the insurance industry would be an asset
• Customer support experience
• System expertise, Apexa, WealthServ, SharePoint, Microsoft suite
• Bilingualism (Mandarin and/or Cantonese) would be an asset
• Ability to work independently, prioritize and balance multiple tasks, projects or emails.
• Strong attention to detail
• Strong oral and written communication skills with good and sound decision making skills
• Ability to accurately analyze and review data
• Excellent organization, problem solving and mathematical comprehension skills
• Excellent customer service skills, patience and empathy

Beyond the salary

For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:

• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off

Get to know us

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 recruitment@empire.ca .

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