FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and analytical capabilities, with proficiency in Salesforce, Microsoft Power BI, and Microsoft Office applications. Capable of managing multiple priorities while ensuring accuracy and attention to detail in a fast-paced environment.
Highest-signal resume keywords
Salesforce ProficiencyMicrosoft Power BI ExpertiseStrong Organizational SkillsBilingualism in English and FrenchAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisEmail Campaign CoordinationVendor Invoice ProcessingBudget MonitoringEvent PlanningContinuing Education AdministrationReport PreparationSales Tools AdoptionOnboarding AdministrationTime Management
Soft Skills
Strong Verbal CommunicationBusiness Writing SkillsAttention to DetailDiscretion and TactAbility to Meet Deadlines
Tools & Technologies
Salesforce Marketing CloudMicrosoft OfficeMicrosoft ExcelMicrosoft Word
Industry Keywords
Life Insurance BusinessAdvisor EventsPromotional ActivitiesEducational Programs
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Coordinate email campaign distribution for leaders and wholesalers, track results, and prepare performance updates
- Process and track vendor invoices for accurate and timely payment
- Monitor applicable budgets and provide regular updates to wholesalers and sales leaders
- Plan and deliver in-person and virtual advisor events, educational programs, promotional activities, and internal meetings
- Administer the continuing education credit process, including program submission, approval, participant reporting, and certificate delivery
- Prepare ad hoc reports using Salesforce and Microsoft Power BI and provide data analysis and insights
- Maintain accurate advisor assignments in Salesforce and coordinate assignment of unassigned advisors
- Support adoption of new sales tools and technologies through guidance, training, and troubleshooting
- Support leadership with national sales initiatives and special projects
- Coordinate employee onboarding and offboarding, including system access, equipment, documentation, and related administration
- Occasional travel for training, meetings, and events
Requirements
What you’ll need- Post-secondary education
- Strong proficiency with Microsoft Office applications, including Excel and Word
- Proficiency with Microsoft Power BI, Salesforce, and Salesforce Marketing Cloud
- Strong organizational, time-management, and priority-setting skills
- Ability to meet tight deadlines
- Strong problem-solving and analytical skills
- Ability to investigate issues independently
- Strong verbal communication and business writing skills
- Ability to manage multiple priorities while maintaining accuracy and attention to detail
- Ability to exercise discretion and tact when handling sensitive and confidential information
- Experience in or knowledge of the life insurance business and related products preferred
- Ability to learn new technologies quickly preferred
- Bilingualism in English and French is a strong asset
Benefits
Comp & perks- Flexible environment supporting well-being and inclusion
- Health, dental, mental health, and vision benefits
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days in Canada
- Statutory leaves of absence
- Learning and career growth support
- Incentive programs and incentive compensation tied to business and individual performance