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Added 58 mins ago
TS
Housing Specialist
The Salvation Army in Canada
Newmarket, ON
- Full-time
Complete additional program-related tasks and responsibilities as assigned by the Program Manager/Coordinator
Added 1 hour ago
G
Operations/Construction Manager 1
Ganotec
Oakville, ON
- Full-time
Demonstrated leadership of multi-million dollar contracts, encompassing oversight of operations, project administration, client and stakeholder relations, and comprehensive scope management.
Added 1 hour ago
HB
Store Manager - BOSS Store, Halton HIlls
HUGO BOSS Canada, Inc.
Halton Hills, ON
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 2 hours ago
SE
Project Manager - Equipement
Schneider Electric
Milton, ON
- $64,000 to $96,000 CAD / year
- Full-time
Schneider Electric Sales Operation Team has an outstanding opportunity for a passionate/motivated individual to assume the role of Project Manager in our Milton location.
Added 2 hours ago
HB
Assistant Store Manager - HUGO Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Calgary, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 2 hours ago
HB
Store Manager - BOSS Store, West Edmonton Mall
HUGO BOSS Canada, Inc.
Edmonton, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 2 hours ago
HB
Store Manager - BOSS Store, Saint-Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 3 hours ago
PUBLIC HEALTH NURSE
City of Toronto
Toronto, ON
Reporting to a manager within Community Health and Well-being, the public health nurse (PHN) will deliver appropriate services to Toronto families, schools and communities in their assigned…
Added 3 hours ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
We are currently recruiting for a Private Client Account Manager on behalf of a boutique brokerage in the Greater Toronto Area.
Added 4 hours ago
D
Senior Account Manager, Healthcare
Desjardins
Toronto, ON
- Full-time
…prudent risk management, portfolio profitability and member, client and partner satisfaction. More specifically, you will be required…
Added 4 hours ago
H
Senior Program Manager
HDR
Burlington, ON · Kingston, ON · Ottawa, ON · Richmond Hill, ON · Toronto, ON
- Full-time
Proven track for client/consultant relations experience.
Added 4 hours ago
H
Senior Management Consultant
HDR
Burlington, ON · Kingston, ON · Ottawa, ON · Richmond Hill, ON · Toronto, ON
- Full-time
Serve as Project or Program Manager on larger projects and programs as needed, though project management is not the sole focus of position
Added 4 hours ago
RE
rooms manager - accommodation services
Renaissance Edmonton Airport Hotel
Edmonton, AB
- Full-time
Added 5 hours ago
M
Gestionnaire de compte de réussite client / Customer Success Account Manager
Microsoft
Montreal, QC
- Full-time
En tant que Gestionnaire de compte de réussite client (CSAM), vous agirez à titre de principal responsable de la livraison des services et de partenaire de confiance pour nos clients…
Added 5 hours ago
PM
Investment manager - banking, credit and investment
PNR MANAGEMENT SERVICES LTD
Kelowna, BC
- From $50.48 CAD / hour
- Full-time
- Contract
- On-site
Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Added 5 hours ago
DC
Project Manager
Defence Construction Canada
Toronto, ON
- Full-time
The Project Manager - known internally as Technical Specialist, Project Management - provides project management services to support the delivery of routine to moderately complex…
Added 6 hours ago
A
Specialist II, Processing Operations
ATB
Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Foremost, AB · Fairview, AB · Falher, AB · Forestburg, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Chestermere, AB · Claresholm, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
…relationships with internal and external stakeholders to deliver client-obsessed solutions. Over this 12-month term, you will serve as a subject matter expert in exception processing, act…
Added 6 hours ago
P
Portfolio Manager, Multi-Asset Wealth Solutions
Purpose
Toronto, ON
- Full-time
Purpose Investments is looking for a Portfolio Manager to own every investment solution on the Steadyhand and Harness wealth platforms - over $3.5B in AUM and growing - with full…
Added 6 hours ago
K
Resource Management Specialist
KPMG
ON · Toronto, Ontario
- Full-time
…excellence, a strong work ethic, and a commitment to outstanding client service. You will support the GEO Resource Management Team, contribute to resource allocation and capacity planning,…
Added 7 hours ago
LH
Occupational Therapist - LTD
Lifemark Health Group
Squamish, BC
- Contract
Provide education to the client and employer about the recovery process, the benefits of staying connected to work, and their roles in the plan.
Added 7 hours ago
SB
Sales Manager, Star Building Materials
Star Building Materials Edmonton
Nisku, AB
- Full-time
…reviewing quotes, estimates, agreements and contracts, addressing client inquiries and concerns in a professional and timely manner to foster positive…
Added 7 hours ago
MR
Gestionnaire de territoire - Ventes - LG
Match Retail
Boucherville, QC · Longueuil, QC
- Full-time
Match Retail recherche un(e) représentant(e) des ventes sur le terrain passionné(e) pour son client LG, avec une large connaissance des produits de divertissement à domicile, afin de…
Added 7 hours ago
Supervisor IT Client Services (E26-185)
FortisAlberta
Airdrie, AB
Under the general direction of the Manager IT Client Services, the Supervisor IT Client Services is responsible for managing the day-to-day operations of the IT Service Desk and Deskside…
Added 8 hours ago
C
Accounts Receivable Coordinator
CPCS
ON · Ontario, Canada
- $50,000 to $58,000 CAD / year
- Full-time
Respond to Project Manager inquiries, maintain good customer relations, and solve problems.
Added 8 hours ago
T
Customer Experience Associate
TD
Langley (District), BC
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…

Neilson Financial Services

Retention Advisor

Toronto, ON, Canada

Base Salary Range: $55,000- $60,000 · Full-time

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Job details

Pay: Base Salary Range: $55,000- $60,000
Job type: Full-time
Posting language: English
Posted: Oct 7, 2026

Original job description

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.

As a Retention Advisor, your primary responsibility will be to engage with existing customers to renew and retain their services. You will play a crucial role in understanding customer needs, addressing their concerns, and ensuring a high level of satisfaction to foster loyalty and retention.

Responsibilities:

Perform calls to policyholders who have missed payments and make payment arrangements where required.
Discuss, agree and arrange various client requests such as payment arrangements, sending policy details etc.
Handle customer complaints that may arise on a retention call, escalating to complaints team where necessary.
Record required call notes in relation to any work items handled, policy and/or payment changes to ensure the interaction is recorded accurately for business records.
Provide clients with correct and accurate information.
Respond to customer requests to cancel their policy and address any concerns they may have, sell policy benefits and use available retention tools to retain the customer as a policy holder.
Meet expected individual targets and contribute to business and team targets ensuring all customer service, sales and cancellation queries are handled in a professional, results driven manner.
Follow and apply quality assurance guidelines and compliance rules to all retention activities.
Observe and provide general updates to management team around trends in relation to the reasons for customer cancellation.
Learn and apply coaching and feedback from your manager to assist in meeting KPIs and expectations within the role.
Communicate effectively and professionally with other departments such as Service, Claims and Sales.
Keep up to date with any changes relating to Company Policies, processes and procedures.
Log service desk requests with manager when experiencing system issues.
Report any alleged agent misconduct and/or customer complaints to manager.
Managing customer requests effectively and efficiently.
Managing the delivery of customer correspondence within agreed company frameworks, timescales and deadlines.

Qualifications

Must be LLQP Licensed
Excellent communication, interpersonal skills with a demonstrated ability to correspond both verbally and written to exceptionally high standards
High level of attention to detail!
Knowledge of practices and procedures in a retention related environment
A hands on, common sense approach to day to day work related matters
Ability to operate well under pressure and within deadlines
Ability to multitask effectively whilst maintaining a high level of quality and service
Intermediate computer skills (Microsoft office)

Base Salary Range: $55,000- $60,000

This posting is intended to fill an existing vacancy, with a headcount requirement of 3 positions.

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.

We use AI to assist with parts of our screening process and for interview note-taking. All hiring decisions are made by humans.

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More about this job

Responsibilities

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.

Requirements

Candidates must hold an active LLQP license and possess excellent communication and interpersonal skills. Proficiency in Microsoft Office and the ability to work effectively under pressure in a fast-paced environment are also required.

Skills

Retention
Customer Service
Communication
Conflict Resolution
Sales
Payment Processing
Attention To Detail
Microsoft Office
Compliance
Quality Assurance
Problem Solving
Interpersonal Skills
Time Management
Multitasking

Visa sponsorship

Not detected in the job text

Keywords

Retention Advisor
Life Insurance
LLQP
Customer Retention
Policy Management
Payment Arrangements
Customer Complaints
KPIs
Quality Assurance
Compliance
Microsoft Office
Financial Protection
Client Relations
Data Entry
Performance Targets

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