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Neilson Financial Services Limited
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  • Head of Customer Care  

    - Toronto
    -

    At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations based in Windsor, Ashford and Hull. Job Description The Head of Customer Care (CA) is a leadership role at Neilson, overseeing Customer Service and Claims operations to ensure exceptional customer experiences post-sale of life insurance policies. This position is key to maintaining customer satisfaction, resolving escalated issues, and optimizing service efficiency across all touchpoints. Reporting to the Group GM – Customer Care, the Head of Customer Care will drive continuous improvement, refine Customer Care processes, and ensure excellent outcomes for customers. The role is accountable for delivering services within approved SLA targets. Duties and Responsibilities Team Leadership & Performance Management: Lead, mentor, and manage direct reports, initially including a Team Manager and Agents, with future direct reports being Team Managers. Set performance expectations, monitor progress, and provide regular feedback and coaching. Foster a positive, collaborative work environment and support professional growth. Conduct monthly 121s to assess performance and development. Department Performance Management: Monitor and review service metrics to ensure high-quality service delivery. Manage department budgets and chair the bi-monthly Customer Care & Claims Pulse meetings. Generate performance reports, identifying trends and areas for improvement. Lead resource forecasting, scheduling, and recruitment efforts. Conduct weekly call calibrations and lead performance improvement initiatives. Ensure effective process adherence and identify opportunities for improvement. Manage staff attrition and foster employee engagement. Participate in Canadian senior management team initiatives and support the delivery of the Canadian business strategy. Be accountable for staff attrition and drive positive employee engagement. Identify department specific risks and establish effective mitigating action plans. An active member of the Canadian senior management team supporting the delivery of the Canadian specific business strategy. Service Delivery & Customer Focus: Develop strategies to ensure high-quality customer service and exceed customer expectations. Oversee claims handling to ensure empathy, accuracy, and efficiency. Address customer complaints and complex issues in accordance with Neilson’s complaints handling procedures. Support incident identification, escalation, and compliance with remedial actions. Maintain strong relationships with key stakeholders, including customers and service providers. Collaborate with sales and marketing to gather feedback and improve customer satisfaction and retention. Provide feedback to other departments on customer service challenges. Ensure compliance with regulatory requirements and internal policies, managing “first line of defence” risk controls. Support and lead projects in alignment with business needs. Represent Neilson in discussions with partners, including underwriters, reinsurers, and distribution partners. Lead engagement with compliance on audits and address any findings. Qualifications Proven leadership experience in the insurance industry, preferably in life insurance and customer service call centre management. In-depth knowledge of the Canadian insurance industry, including policies, regulations, and customer protection standards. Strong leadership and coaching skills to drive team performance. Excellent communication skills, both written and verbal. Problem-solving abilities to resolve complex customer issues effectively. A customer-centric approach focused on building relationships and enhancing satisfaction. Proficiency in CRM systems and relevant software applications. Strong analytical skills to generate reports and implement process improvements. Knowledge of claims processing and insurance terminology. Excellent organizational skills and the ability to manage multiple priorities and meet deadlines. Additional Information If you are passionate about making a difference, you thrive in a fast-paced and entrepreneurial environment and you want to be a part of a high-performing team, we would love to hear from you! Accessibility for Job Applicants: We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation. Equal Opportunity Employer: Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture. #J-18808-Ljbffr

  • Head Of Sales Training  

    - , , Canada
    -

    At Biocon Biologics, we are creating a model for the future of healthcare for all. We are a leading company in the biosimilars revolution where patients come first. Our ambition is to impact a billion lives and we do this by fostering a culture of affordable innovation, patient centricity, and disruptive thinking. We are a multicultural global company where employees have a purpose and passion to collaborate closely with partners and patients. We have a long-term commitment to bring high quality affordable biosimilars to patients all over the globe. We have proven end to end expertise from clone development, manufacturing, clinical development, regulatory approvals to commercialization. Position Purpose : The Franchise Head is a strategic and dynamic leadership role designed to drive the commercial and growth objectives of Biocon Biologics Canada. Reporting directly to the General Manager and Head of Canada, this leadership role consolidates sales and marketing to drive commercial success and patient impact within the Ophthalmology therapeutic area. The Franchise Head will develop and implement strategies to optimize performance, expand market presence, and lead cross-functional teams to achieve business goals. As a member of the Canadian leadership team, the incumbent will collaborate cross-functionally and play a pivotal role in shaping and executing the organization’s strategy in Canada. The Franchise Head will directly manage a high-performing team while also working closely with the market access, finance, HR, medical, regulatory, commercial excellence, supply and global marketing teams to ensure alignment and business success. Key Responsibilities for this role include : Ophthalmology Portfolio Leadership Develop and execute comprehensive commercial strategies for the Ophthalmology therapy area Ophthalmology Marketing Leadership Lead marketing efforts to develop and execute innovative, multi-channel marketing campaigns that maximize product uptake and brand recognition. Design marketing strategies that integrate healthcare professional engagement, patient insights, and market access requirements. Monitor campaign effectiveness and adjust strategies to ensure achievement of business objectives. Collaborate with Market Access for the integration of Patient Support Program into commercial strategies to enhance patient access, affordability and adherence. Work closely with Corporate Account Director to develop Ophthalmology Specialty Pharmacy contracts, negotiations and in driving Ophthalmology trade process Work closely with cross-functional teams to ensure seamless execution and continuous improvement of the ophthalmology initiatives. Strategic Planning and Launch Excellence Drive end-to-end product launch excellence, ensuring timely and effective execution and collaborate cross functionally to ensure seamless delivery of key launches. Lead strategic planning processes to define portfolio priorities, market positioning, and competitive differentiation. Implement launch frameworks that include pre-launch readiness, post-launch monitoring, and performance optimization. Cross-Functional Collaboration and Leadership Act as a key member of the Canadian leadership team, contributing to organizational strategy, culture, and decision-making. Foster collaboration across medical, market access, regulatory, supply, HR and finance functions to drive alignment and execution of business strategies. Build and maintain strong relationships with external stakeholders, including healthcare providers, key opinion leaders (KOLs), and industry partners. Financial Management and Forecasting Develop and manage budgets for marketing, business development, and patient support initiatives, ensuring efficient allocation of resources. Oversee financial forecasting and planning for the portfolio, ensuring alignment with organizational goals and market trends. Monitor and report key performance indicators (KPIs) and adjust strategies as necessary to achieve financial targets. Leadership and Team Development Directly manage and mentor a team of Marketing Manager and sales reps fostering a culture of collaboration, accountability, and innovation. Provide coaching and professional development opportunities to team members to enhance their performance and career growth. Lead by example, embodying Biocon Biologics’ values and commitment to excellence. Biocon Biologics is an Equal Opportunity, EEO / Affirmative Action Employer committed to excellence through diversity. All qualified applicants will receive consideration for employment without regard to, and no employee shall be discriminated against because of their race, color, religion, age, sex (including pregnancy), national origin, disability, genetic information, status as a protected veteran or any other characteristic protected by applicable federal, state or local law. #J-18808-Ljbffr

  • Head of Sales Training  

    - Old Toronto
    -

    At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations. Job Description The Head of Sales Training is primarily responsible for the design and delivery of sales training programs for our front-line sales and service teams. As the Head of Sales Training, you will lead a team of Training Delivery Managers responsible for ensuring that our Life Insurance Advisors are provided with comprehensive and impactful onboarding and training designed to enhance sales performance and contribute to business growth. This position will work closely with the Managing Director to identify opportunities for continuous improvement and to ensure a consistent cadence, style, and rhythm in training delivery. This position plays a pivotal role in ensuring that our sales teams are equipped with the necessary skills and knowledge to excel in their roles. The Head of Sales Training will contribute significantly to our customer-focused, team-spirited, and results-driven culture. Specifically, this role will: Lead the execution of onboarding and sales training programs, focusing on aligning with corporate goals and driving sales performance excellence. Ensure Life Insurance Advisors are equipped with the knowledge and skills for optimal performance and growth. Manage and mentor a team of training professionals, promoting a culture of continuous improvement and professional development, and encouraging a team-oriented approach to meet NFS's commitment to excellence. Collaborate with colleagues to identify and implement engaging e-learning modules, tailored to specific role requirements and based on instructional design principles. Regularly refresh content to reflect industry practices and feedback. Design and deliver targeted training initiatives, monitoring their effectiveness and adjusting as necessary to meet organizational needs. Oversee and conduct dynamic training sessions, utilizing both classroom-based and virtual-led techniques to foster an engaging learning environment and ensure retention of material. Establish and employ evaluation metrics to gauge the effectiveness of training programs, using data to inform continuous improvement and demonstrate return on investment. Ensure all training programs comply with industry regulations and legal requirements, updating content in collaboration with legal and compliance teams to reinforce understanding of policies and ethics. Work in partnership with various stakeholders, including senior management, to align training with business objectives and to fulfill the evolving needs of NFS. Qualifications Proven Sales Training Expertise: Proven experience developing and executing sales training programs, with a track record of measurable impact enhancing sales performance. Instructional Design Proficiency: Strong skills in sourcing engaging and effective learning modules, with a deep understanding of instructional design principles and adult learning theories. Operational Planning Ability: Capable of crafting and implementing comprehensive training plans that are aligned with the company’s goals and adaptable to meet the dynamic needs of the organization. Analytical and Evaluation Skills: Competence in establishing evaluation metrics and using data-driven approaches to assess training effectiveness and inform continuous improvement efforts. Leadership and Team Development: Experience in leading a team of training professionals, providing guidance and feedback, and fostering a culture of continuous learning and development. Collaborative Nature: Ability to work collaboratively with stakeholders across different departments to ensure training initiatives support business objectives and regulatory compliance. Adaptability and Innovation: Flexibility to evolve with the role and its function, continuously enhancing the quality of training and the employee experience. Learning Management Systems (LMS): Expertise in managing and optimizing LMS platforms to deliver user-friendly and effective training experiences. Additional Information If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you! Accessibility for Job Applicants: We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation. Equal Opportunity Employer: Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture. #J-18808-Ljbffr

  • At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.Neilson is a leading provider of innovative, simple and great-value direct life insurance products.We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia.Job DescriptionWe are seeking a highly driven and innovative Director of Lead Generation to spearhead our marketing efforts and drive lead generation for the Australian market. This role is ideal for a seasoned marketing professional with a proven track record in lead generation across multiple digital platforms. The ideal candidate will be based in the US or Canada and will work remotely with the support of our Marketing and Technology teams in Australia, Canada, UK, and Ireland.Key Responsibilities:Lead Generation Strategy: Develop and implement comprehensive lead generation strategies to drive qualified leads through various social media channels including Meta (Facebook and Instagram), YouTube, Reddit, TikTok, and others.Performance Marketing: Utilize advanced performance marketing techniques to optimize ad spend and maximize ROI. This includes PPC, click/session to lead conversion, influencer marketing, and leveraging AI for content automation and trading.Creative Direction: Direct the creative production process to ensure high-quality, engaging content that resonates with the target audience in Australia.Data-Driven Decisions: Use analytics and data to inform decision-making and measure the success of lead generation campaigns. Implement A/B testing and continuously optimize campaigns based on performance data.Technical Prowess: Work with API data and collaborate effectively with IT and BI teams to ensure seamless integration of marketing data into broader business intelligence systems.Reporting Insights: Develop and deliver comprehensive reports and insights on campaign performance to senior leadership. Utilize data to provide actionable recommendations and strategic direction.Stakeholder Engagement: Engage with wider stakeholders, including the CEO, Chief Commercial Officer, IT, and BI teams to align on strategic objectives and ensure cohesive execution of lead generation initiatives.Teamwork: Work effectively with a high-performing team of marketing professionals, including content creators, buyers, and analysts.Collaboration: Work closely with the sales team to ensure a seamless handoff of leads and alignment on targets and goals.Technology Utilization: Implement and manage marketing automation tools to streamline lead generation processes and improve efficiency.QualificationsMinimum of 5 years in a lead generation role, preferably in a digital marketing agency or high-growth company.Deep understanding of social media advertising, PPC, influencer marketing, and content automation.Social platform trading expertise, proficiency in using AI for marketing automation, strong platform and website analytical skills, and experience with marketing analytics tools. Ability to work with API data and collaborate with IT and BI teams for integrated solutions.Ability to direct and oversee creative production, ensuring all content aligns with brand guidelines and marketing objectives.Bachelor’s degree in marketing, business, or a related field. Advanced degrees or certifications in digital marketing are a plus.Excellent verbal and written communication skills, with the ability to present data and insights effectively to senior leadership and engage with wider stakeholders including the Chief Commercial Officer and IT and BI teams.Additional InformationIf you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!Accessibility for Job Applicants:We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.Equal Opportunity Employer:Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture. #J-18808-Ljbffr

  • LLQP Licensed Life Insurance Sales AdvisorFull-timeAt Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations based in Windsor, Ashford and Hull.We are currently looking for a highly skilled, driven, and enthusiastic Full-Time Life Insurance Sales Advisor to join our growing Canadian team! As a Life Insurance Sales Advisor, you will play a pivotal role in helping individuals and families make informed decisions about their financial security. Leveraging our product portfolio, you will provide expert guidance, build strong client relationships, and drive sales growth. You will work out of our Calgary, Alberta office.Duties & Responsibilities:Be the voice of our company and manage a large volume of warm leads via inbound and outbound calls in a timely and efficient manner.Demonstrate in-depth knowledge of our life insurance products and their benefits with the ability to effectively communicate complex concepts to clients.Cultivate and maintain strong client relationships through exceptional communication and end-to-end service.Conduct thorough needs assessments to qualify and recommend tailored insurance solutions that align with customers’ unique needs and circumstances.Maintain a goal-oriented drive to meet weekly, monthly, and quarterly sales targets.Abide with phone calling compliance standards in collaboration with our Quality Assurance team for call monitoring purposes.Ensure all transactions and documentation comply with regulatory requirements and company policies.Minimum Requirements:Must have an active Life License Qualification Program (LLQP) with the ability to register in any Canadian jurisdiction.Must be legally authorized to work in Canada.Previous customer service and/or sales experience is required.Proven track record in sales, preferably in the insurance or financial services industry.Experience working in a call center environment is an asset.Excellent written and verbal communication skills with professional phone etiquette.Demonstrates a high degree of emotional intelligence to approach sensitive topics, such as end-of-life planning and provide compassionate support.Detail-oriented, active listening, problem solver, patient.Quick learner who can memorize scripts and adapt to them when issues arise during a call and have a drive to succeed.Results-driven with a commitment to achieving sales targets and thrives in a highly competitive sales environment.Possesses a growth mindset, with an openness to constructive feedback and an ability to adjust accordingly.If you are passionate about making a difference, thrive in a fast-paced and entrepreneurial environment, and want to be a part of a high-performing team, we would love to hear from you!Accessibility for Job Applicants:We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.Equal Opportunity Employer:Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture. #J-18808-Ljbffr

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany