TAAG Family Office is looking for a full-time, Licensed, Life Insurance Professional to join the team. If you are passionate about the value of insurance, wealth management and financial planning, TAAG is an environment that encourages personal growth and advancement. The right candidate will be gen rewarded and have the opportunity to participate in unique offerings as well as potential partner ownership. If your service skills are a 10 and you are looking for an environment that matches your personality and skill set TAAG is the environment for you with unlimited growth potential.

The successful individual will be responsible for presenting our brand in a positive and pleasant way to clients, employees, and customers and will focus on the following activities:

Candidate Profile:

• Minimum two (2) years experience working in the Financial Services industry, as a licensed life insurance professional. No selling or client sourcing required.
• Successful candidate will process between 50 and 60 applications annually, which will occupy 20 to 30 percent of weekly/monthly and annual hours.
• Ability to initiate and process applications for Life, CI, DI and follow through the underwriting process to issue policy placement in a timely, accurate and processional manner.
• Liaison with MGA and Insurance companies.
• A sound knowledge and exposure to working with life insurance and living benefits for high wealth clients is preferred.
• A combination of relevant Investment / Wealth Management experience is considered an asset.
• Good knowledge of basic computer programs including Microsoft Office (e.g. Outlook, Powerpoint, Excel and Word), Teams, Adobe and EQUISOFT CRM.
• Work in a professional and positive manner while interacting with team members and clients.
• Effective communication skills with the ability to communicate with internal/external staff and clients to understand their needs and requirements.
• Strong attention to detail to ensure client deliverables are accurate and that FINTRAC regulations are being adhered to.
• Effective time management skills with the ability to prioritize tasks in a fast-paced environment.
  
• Strong organizational skills to maintain office efficiency.
• Bilingualism (English/French) would be considered an asset.

Client and Business Advisory Support:

• Assist with client onboarding process, adhering to specific onboarding timelines.
• Prepare client specific insurance sales presentations and reports.
• Manage the Family Office sales, pipeline, and work in progress tracking and follow-up.

General Office Support:

• Answer general phone and email inquiries in a professional and courteous manner.
• Direct phone and email inquiries to the appropriate staff members.
• Manage the Partner's calendar, including travel arrangements and other company logistics.
• Prepare and handle incoming incoming/outgoing mail and courier deliveries.
• Maintain the electronic and hard copy filing system.
• Assist in CRM integration and ongoing client profile and product maintenance.

Why TAAG?

The numbers are secondary to the person sitting in front of us or on the other side of the phone. Every single one of us takes ownership of what we do for each other and for clients. Our team provides a warm environment for clients and solves problems collaboratively. TAAG Family Office and Wealth Management provide an unparalleled financial service offering not seen anywhere else in in the Ottawa area. We treat everyone with friendliness and care. We understand the value of priceless time, and we know how important it is to live Life. Beyond Business.

Apply Today!

If you are interested to apply, please submit your resume to Human Resources at [email protected]

TAAG Corporation is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other characteristics protected by law.