Sales & Marketing Specialist (TruStone)

Empire Vie is seeking a Sales & Marketing Specialist to join TruStone Financial Inc., a company that provides exceptional service to independent financial advisors. The role involves providing sales support, product knowledge, technical support, and project management to enhance the business practices of advisors. Responsibilities Individual Insurance Sales Support – provide quotes, new business and inforce illustrations using a variety of software programs including but not limited to: Product Knowledge – must be well versed in the life and living benefits insurance products offered from all carriers TSF holds a contract with Technical Support – training our advisors and their admin staff on our back-office portal, WealthServ, in addition to our carrier portals and TSF digital resources Continued Education – help advisors obtain CE Credits Support the onboarding process for new advisors – including sending welcome communications, providing system access information, and offering guidance on internal processes as needed Sales Reports – generate reports using Excel and ensure accurate tracking of campaign performance and advisor reward metrics Project Management – work independently and as a team on a variety of sales initiatives and projects to expand the sales and marketing department and boost production Skills Minimum of a High School Diploma required Excellent critical thinking and problem-solving skills required Well-developed verbal and written communication skills Strong interpersonal skills with a positive, solution-oriented attitude Customer-focused mindset with a commitment to supporting advisors with professionalism and care Strong attention to detail/accuracy Ability to work well independently and as team member Computer skills and proficiency with Microsoft 365 suite required Post Secondary degree in a related field preferred Knowledge of insurance or investments an asset Benefits Company pension Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off Company Overview L’Empire, Compagnie d’Assurance-Vie (Empire Vie) est une société fièrement canadienne en activité depuis 1923. It was founded in 1923, and is headquartered in Kingston, Ontario, CA, with a workforce of 1001-5000 employees. Its website is