The Financial Planning Coordinator works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Coordinators help financial representatives increase productivity by providing planning and integrated operations support.

Specific responsibilities include but will not be limited to:

Marketing Support

• Administer the Start-up kit to onboard new financial representatives. This includes ordering and setting up:
• Business cards, stationery and marketing materials
• Website, voicemail, E-mail signature and professional profiles
• Generate client feed lists, automatics and cross-sell reports

Sales and Service Support

• Collaborate with Home Office Financial Planning Services
• Maintain compliant electronic client files, complaint files
• Manage underwriting process which includes providing, or collaborating with others to provide:
• Pre-filling applications
• Pre-checking applications for completeness and accuracy
• Submitting applications
• Scheduling requirements and medical exams
• Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
• Conduct weekly one-on-one meetings with Financial Representatives supported
• Input factfinder data & case notes into CRM
• Coach financial representatives on their business & sales

Qualifications

Required

• Strong customer relationship and service skills
• Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others
• Strong organizational and time management skills with the ability to set priorities and meet deadlines
• Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment