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Hybrid Senior Universal Life Client Services Specialist

Co-operators

Burlington, Canada

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Job Description

A leading financial services cooperative in Burlington seeks a dedicated Client Services professional to support Financial Advisors with Universal Life Insurance policies and improve client experiences. The role focuses on mentoring staff, providing robust policy illustrations, and excelling in problem-solving with a flexible hybrid work model. Applicants should have strong analytical and interpersonal skills, proficiency in Microsoft Office, and the ability to thrive in a collaborative environment. Comprehensive benefits and career development opportunities are offered.
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