Customer Service Representative (Former Employee) – Toronto, ON – August 22, 2015
A typical day involves phone calls, and manoeuvring between two but similar operating systems - which becomes redundant. You are told exactly how to do your job, including what personal notes to take and how to take them. Management and training is very controlling, not open to improvement suggestions, even the simple, obvious ones. The computer systems are quite complex and there is no need for them to be. Once you master the system however the job is straight forward, and each call is different.
Co workers are great, a fantastic place to work in terms of morale, friendships and team spirit.
Sales representative (Current Employee) – Quebec – August 12, 2015
In the morning, I would manage my paperwork and prepare the files of the clients I would be meeting during the day. When meeting prospects, I would make sure to have all the documentation necessary for the meeting.
During the week days, I would meet anywhere between 10 to 12 people to complete a survey of financial autonomy in the hope to book a second appointment where I would make a financial profile which would lead to a sale proposition.
On fridays, I would implement all the sales done in the week through the company's intranet.
learned to communicate with many different people types
admin (Former Employee) – Brossard QC – March 27, 2015
This is one of the worst positions I had. There is often a turn around and the boss of the place is really not nice (makes ppl feel low). And u have to ask permission to go to the bathroom..lol.. very unprofessional and what is written in the posting is not true. Once you have the job, all you do is answer phones and transfer to an adjudicator. They gave me a computer which I do not know why as I never used it. Aweful place to work, they would offer me 200,000$ a year and I would say NO. Very bad management.
Worked effectively in Microsoft Suite of Programs (Word, Excel, PowerPoint, and Outlook) Used Adobe Professional to present ad deals to Sobeys and Superstore. Interacted with internal and external customers in a professional manner. Achieve end results under pressure on changing deadlines for flyer ads. Worked independently as well as in a team environment. Maintained all aspects of office procedures. Set up and maintained periodic to offset liabilities for against deductions.
Financial Security Advisor (Current Employee) – Ottawa, ON – January 28, 2015
A typical day at work can go from very slow with little activities to high-stress and high-pressure situations in no time. The lack of structure to one's daily tasks and the fact that you as a self-employed worker must plan your day and manage your own time can be really demotivating.
I learned that you need to have a plan, or strategy in order to reach certain goals or targets. The job can get very hard if you don't know how to proceed and where your business is heading. I've also learned that it is important to find serious clients who are on the same page as you. Providing financial services to someone who isn't sure what they want or why they need your help, only means that it's going to be that much harder to keep that client for a long-term period.
Management is good. They are there to guide us (Financial Advisors) through the steps on being successful and keeping us on track in terms of continuous business and finding leads. That being said, they aren't very helpful in helping an advisor who is struggling. A great way to put it is that they are "fair weather management": very helpful and present when you're performing well, and almost invisible when you're not.
Account Manager/Financial Advisor (Part-time) (Current Employee) – Alliance, AB – September 15, 2014
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A day at work in my shoe's is a very busy day. We contact clients and have claims that are coming in every minute. My deparetment work very hard as a team to pull the work load and to keep ahide not to fall behind. It is a relaxed atmostphere and everyone has respect for each pther. I can honestly say this is one of the best jobs I have with such amazing people.
Administrator/ Data Entry (Former Employee) – Alliance, AB – July 10, 2013
• Processed beneficiary, ownership, and name changes and provided information to banking institution • Promptly informed agencies when documents were missing and effectively followed up to complete files • Organized client files and handled ongoing correspondence works to maintain up to-date files • Attended to incoming mail and faxes and sorted and distributed to appropriate personnel • Performed data entry and general administration duties including Mail Merge
Administrative Co-Ordinator Health & Dental claims (Former Employee) – Toronto, ON – May 21, 2013
Industrial Alliance was a great learning experience and within this time helped me with my personal growth and development. I had the opportunity to use my ability in a team environment and handle tight timelines. As this was a temporary position, I enjoyed my time at Indurtrial Alliance.
• Receiving all incoming mail including letters, reports and written comments from personal investors, individuals & Consultants Companies and forwarding or answering on behalf of GM. • Responsible for providing high standards of office support for the general Manager and arranging meetings. • Preparation of Minutes of meetings (Daily/Weekly/Monthly) management Reports, etc. Preparation of Expenses claim & Local purchase Orders (LPO). • Maintaining the General Manager’s Agenda, Travel Schedule, Hotel Booking and registration and filing system including all correspondence and reports. • Typing/organizing all Department Correspondence, Letters, Presentations, Contract Agreements, Minutes of Meetings, Carrying out other secretarial duties such as preparing bookings, leave/duty forms, maintaining, and preparing requisitions and purchase orders as necessary.
Inside Marketing Associate (Current Employee) – Toronto, ON – August 27, 2012
typical work day would be to work on your current projects and provide assistance to individuals selling Industrial Alliance products. I have learned what life insurance is, coming from a no background in the life insurance industry. Co-workers are very nice but not very many people in my department. Hardest part of the job is to stay motivated in an industry I am not enjoying. Most enjoyable part of the job is being able to travel from time to time to attend seminars and presentations and participating in them.
participating in presentations
not enjoying the financial industry, such as life insurance
Conseillère en sécurité financière (Former Employee) – Alliance, AB – December 4, 2015
Prospections en vu du développement de la clientèle, faire suivi clients, prise de rendez-vous, rendez-vous de soir et fin de semaine. C'est une excellente école pour entrer dans la professions. Travail autonome.
soir et fin de semaine, aucun avantages sociaux, aucune stabilité financière.