New Business Clerk
Experior Financial Group
About this role
A New Business Clerk at Experior Financial Group Inc. supports the sales team in processing client applications and ensures underwriting requirements are met. The role involves maintaining relationships with the sales team, managing cases between carriers and agents, and reviewing client applications for completeness.
Skills
Qualifications
About Experior Financial Group
experiorfinancial.comExperior Financial Group is a Canadian brokerage that connects clients with licensed financial advisors and provides support services to agents across the country. Describing itself as one of the fastest‑growing brokerages in Canada, Experior positions itself as a strong fit for both advisors and clients seeking comprehensive financial guidance. Operating under the tagline "Building Financial Foundations," the firm offers recruiting, training and back‑office support and can be reached via its national toll‑free line at 1-888-909-0696.
About Experior Financial Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Experior Financial Group.
Salary
$35k – $45k
per year
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