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Neilson Financial Services

Verified Job Source

Neilson Financial Services offers a comprehensive range of life insurance solutions, supporting families globally with dedicated customer service and expert guidance.

Windsor, Berkshire

Insurance
501–1,000 people

About

At Neilson, we help families put financial protection in place for their loved ones with a range of life insurance options. We’ve evolved from our origins in the UK to become an international operation with offices in the USA, Canada, Ireland, the UK and Australia, with our head office based in Berkshire, England. We currently have customer call centers in Berkshire, Kent, Hull and Toronto. We even have an in-house digital marketing agency, Thinkbait, based in Dublin, Ireland. Having multiple locations worldwide enables Neilson to attract the absolute best people allowing us to achieve our aim of being a leading global provider of life insurance. We are continuing to grow our team at Neilson and we’re keen to speak to you if you are customer focused, team spirited and motivated to succeed. Now that we’re established in the Canadian life insurance market, we look forward to building on our success in Canada and beyond.

Open positions

Retention Advisor

On-site · Toronto

The Retention Advisor is responsible for engaging with existing customers to address concerns, resolve payment issues, and prevent policy cancellations. They must maintain accurate records, meet performance targets, and provide professional service to ensure customer loyalty.

Payroll & Benefits Administrator

On-site · Toronto

The Payroll & Benefits Administrator maintains accurate employee records and manages data within the Dayforce HRIS system. This role supports payroll processing, benefits enrollment, and ensures compliance with company policies and employment legislation.

Customer Care Claims Agent

On-site · Toronto

The Customer Care Claims Agent is responsible for managing the end-to-end life insurance claims process while ensuring accurate documentation and regulatory compliance. They act as the primary point of contact for customers, internal teams, and external stakeholders to provide timely and supportive service.

Training Manager - Calgary

On-site · Calgary

The Training and Onboarding Manager is responsible for guiding new hires through the company's onboarding program and providing in-class product and sales training. They will also provide ongoing coaching and development support to agents within a live sales environment to address performance gaps.

Call Quality Assurance Agent

On-site · Toronto

The Call Quality Assurance Agent is responsible for evaluating call interactions to ensure compliance with company policies and regulatory guidelines. They will also provide consistent feedback to sales agents and lead initiatives to improve overall call center performance.

Sales Contact Centre Manager

On-site · Toronto

The Sales Contact Centre Manager will oversee daily operations, lead a team of Sales Managers and Advisors, and ensure performance targets are met. They are responsible for coaching staff, maintaining compliance standards, and driving continuous improvement in the customer journey.

Training Manager - Calgary

On-site · Calgary

The Training and Onboarding Manager is responsible for delivering in-class product and sales training to new hires. They also provide ongoing coaching and development support within a live sales environment to ensure team performance.

Life Insurance Sales Advisor Trainee

On-site · Toronto

You will manage a high volume of warm leads through inbound and outbound calls to provide tailored life insurance solutions. Additionally, you will build lasting client relationships while ensuring all interactions meet quality assurance and compliance standards.

Life Insurance Sales Advisor Trainee

On-site · Calgary

You will manage a high volume of inbound and outbound leads to sell life insurance products while building strong client relationships. Additionally, you will collaborate with the quality assurance team to ensure all calls meet service and compliance standards.

Sales Team Manager - Calgary

On-site · Calgary

The Sales Team Manager is responsible for leading and coaching a team of Sales Advisors to achieve high performance and meet company objectives. They will manage daily operations, including performance tracking, reporting, and fostering a customer-centric team environment.