Individual Life Advisor Support Associate at DGA Careers

Job Description:

Latest job information from DGA Careers for the position of Individual Life Advisor Support Associate. If the Individual Life Advisor Support Associate vacancy in Toronto matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at DGA Careers for the position of Individual Life Advisor Support Associate below matches your qualifications.

My client is a specialized MGA focused on Individual Life insurance that is part of a larger, well-established financial services organization. This is a key support role within a tight-knit team, working closely with experienced sales advisors and helping drive efficiency, accuracy, and consistency across the sales process.

Title: Individual Life Advisor Support Associate

Location: Downtown Toronto - Hybrid

This role is ideal for someone with an advisor background who enjoys the technical and operational side of the business, and who prefers supporting advisors rather than carrying a personal sales target.

The Opportunity

As an Advisor Support Associate, you will act as a central point of support for individual life advisors, helping manage cases from illustration through submission and follow-up. Your work will directly impact advisor productivity, service quality, and client outcomes.

This is not a sales role, but prior advisory experience is important to understand advisor workflows, client needs, and carrier expectations.

What You Will Be Doing

• Support advisors with day-to-day servicing and case management for individual life insurance
• Prepare, review, and manage illustrations across multiple carrier platforms
• Assist with application packaging, processing, and follow-up
• Ensure client files are complete, accurate, and compliant with regulatory requirements
• Track cases and proactively follow up to keep business moving forward
• Stay current on product updates, carrier tools, and system enhancements
• Help streamline workflows and support office operations as part of a small team

What We Are Looking For

• LLQP licensed
• Experience in the individual life insurance space
• Hands-on experience using multiple carrier illustration tools
• Background working with Life Insurance carriers
• Prior advisor or advisor-support experience in an outbound, relationship-driven environment
• Strong attention to detail and comfort managing multiple cases at once

Job Info:

• Company: DGA Careers
• Position: Individual Life Advisor Support Associate
• Work Location: Toronto
• Country: CA

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Individual Life Advisor Support Associate at the office Toronto above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.