Canada Life

• Identifier les besoins des clients, repérer les opportunités et présenter des solutions • Enquêter et résoudre les préoccupations des clients • Tenir des dossiers détaillés des interactions avec les clients • Préparer la documentation et compléter les demandes des clients

• Ability to uncover client needs, identify opportunities, and confidently present solutions that align with client goals. • Investigating and resolving client concerns by collaborating with internal partners and conducting research as needed. • Maintaining detailed records of client interactions and ensuring all activities meet compliance and regulatory requirements. • Prepare documentation, complete client applications, process changes and review renewals.