Insurance Marketing Associate

ABOUT NAVIGATOR FINANCIAL

Navigator was designed to support elite performers in both business and sport, providing the financial expertise needed to maximize their success. Top-performing business owners and elite athletes share a striking resemblance in their drive and focus, which is why Navigator has become the trusted partner for wealth planning, growth, and protection.

Professional athletes, entrepreneurs, business owners, and high-achieving professionals turn to Navigator because we understand what it takes to work with the best. With decades of experience, we bring clarity and confidence to the planning process, empowering you to make informed decisions that amplify your achievements and secure your future.

WHY JOIN OUR TEAM

• Comprehensive, employer paid health and dental benefit package
• 3 weeks paid vacation
• Christmas holiday & summer office hours

JOB DESCRIPTION

• Identify new business and client retention opportunities with existing insurance clients
• Streamline and document insurance processes
• Draft in-force illustrations
• Initiate insurance applications & manage the underwriting process
• Preparation of files and insurance recommendations for client meetings
• Follow-up on action items from client meetings
• Servicing existing client requests
• Ensure insurance processes meet compliance requirements
• Collaborate with the operations team & advisors on other tasks and special projects as required

QUALIFICATIONS

The qualifications of the successful candidate will include:

• LLQP licensed preferred
• Experience in managing the administration of insurance applications, in-force illustrations & underwriting
• Strong communication, interpersonal, organizational, and problem-solving skills
• Flexibility and the ability to work independently in a multi-stimuli and highly interruptive environment
• Can act in a professional manner, with diplomacy, attention to detail, confidentiality, and good judgement
• Technical skills: Advanced Microsoft Office 365 (Word, Excel and Outlook) required