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Jr. Leads coordinator to respond to inquiries and escalations from the sales team for an insurance client 3563

Job Type: Contract
Positions to fill: 1
Start Date: Jul 04, 2022
Job End Date: Nov 07, 2022
Pay Rate: Hourly: Negotiable
Job ID: 120662
Location: Toronto
Actual Title: Leads Coordinator
Reports to: Manager, Lead Operations & Reporting
4 months to start 

Role Summary:
  • The Leads Coordinator is responsible for the timely management and distribution of sales opportunities (leads) to  advisors across Canada.
  • This is done by assessing each opportunity to understand client needs and current group, individual or advisor relationships, and then matching with a suitable advisor that can best meet those needs.
  • They also provide the advisors with information that will set them up for success. Providing guidance and education to advisors and financial centre managers on effective management of their leads and outcome tracking is also a key component of this role.
Must haves:
  • 1-2 years of leads/sales coordination experience
  • Experience in a customer service environment
  • Technical aptitude, including Excel skills

Nice to haves:
  • Bilingual (French/English)