Licensed Insurance Representative Assistant

The Licensed Insurance Representative Assistant (LIRA) plays a key role in providing administrative support to the Contact Center. The incumbent in this role would be responsible to connecting clients with the right advisor by managing the prequalification process for our Life and Wealth Program. This position is responsible for contacting clients who have previously expressed interest in Life or Wealth products during a previous interaction with other colleagues.

Through proactive calling, the LIRA gathers additional information to better understand each client’s needs and matches clients with the most appropriate advisor based on location for a personalized consultation. This role is instrumental in creating a seamless client experience while supporting Advisor productivity.