The fast and simple way to buy life insurance in Canada.
Quebec
The fast and simple way to buy life insurance. Emma is a family-centric insurance platform that makes buying life insurance easy, affordable and accessible.
Télétravail · Quebec, Quebec, Canada
Provide structured administrative support to multiple financial security advisors by tracking client and prospect files, maintaining CRM records, and managing follow-ups and appointments. Prepare forms and electronic signature requests, and send meeting summaries, referral requests, and client greetings.
Télétravail · Montreal, Quebec, Canada
Provide routine administrative support to multiple financial security advisors, including tracking client files and keeping the CRM up to date. Follow up with clients and prospects, confirm and schedule appointments, prepare change forms and electronic signature requests, and send meeting summaries, referral requests, and client greetings.
Télétravail · Quebec, Quebec, Canada
Build and develop a personal client base with the support of a team, tools, and technology. Advise clients and sell financial security products.