Investments & Insurance Specialist 

Position Summary

We are seeking a detail-oriented and proactive Insurance & Investment Specialist to join our team. In this role, you will work closely with internal team members and advisors to ensure the timely and accurate processing of investment and insurance activities.

You will play a key role in coaching and supporting advisors, helping foster a culture of accountability, collaboration, and high performance. The ideal candidate is organized, solutions-focused, and possesses strong communication skills.

Key Responsibilities

• Provide day-to-day support to advisors


• Monitor service requests, prioritize tasks, and manage workflow efficiently


• Ensur...