- Conduct regular and targeted meetings with customers to gain an in-depth understanding of their unique financial and insurance needs in order to advise on financial planning and to promote the features and benefits of investment and insurance products.
- Assist customers with purchasing life insurance policies and provide administrative support on complex policies.
- Conduct sales calls for new business and making timely renewal calls for existing customer business.
- Manage and build customer relationships and meet insurance sales targets.
- Provide quotes and sell new policies to customers via phone, in-person and by email.
- Follow up on all client accounts to resolve outstanding activities.
- Network with high-net-worth individuals.
- Stay updated with the latest insurance products, market trends, and regulatory changes.
- Other duties required as per the management team.
- 3-5 years of experience selling and managing life insurance policies.
- Have your Life Insurance License and have passed the Life License Qualification Program (LLQP) exam.
- Exceptional interpersonal skills with a high degree of professionalism.
- Proficient in navigating multiple computer programs.
- Ability to handle multiple priorities successfully.
- Strong analytical and organizational skills.
- Strong customer focus.
- Be able to communicate professionally in-person, over the phone, and through email.
- Commitment to maintaining confidentiality.
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Western Coast Insurance Services Calgary, Canada Full timeTruthfulness | Fairness | Value | Loyalty · As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take ca ...
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Westland Insurance Calgary, CanadaCalgary (Registries Direct), AB, 2400 Centre St N, Calgary, Alberta, Canada Req #2872 · Monday, April 8, 2024 · We're searching for an Insurance Advisor. Are you searching for new possibilities? · Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance ...
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Western Financial Group Calgary, Canada**We are one of Canada's Top Employers, Join Us** · We will train you Multiple remote locations hiring - You will be licensed to sell personal lines insurance and you will have access to further resources to advance your knowledge, training, and ultimately, your career. In this r ...
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Alberta Motor Association Calgary, CanadaAMA: · **YOU'RE ALL ABOUT **_going_** THE **_extra_** MILE.** · - Posted: _ · - Closing: Until Filled_ · - Location: Calgary, Main_ · *The hours of work for this position is 37.5 hours per week within the hours of business operations. We are currently open from 9am to 6pm Monday ...
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Marsh McLennan Companies Calgary, Canada Full timeDescription: · Marsh is seeking a suitable individual to join our Personal Lines Team in our Kitchener, Toronto and Edmonton offices: · Personal Lines, Insurance Account Advisor (Service) · What can you expect? · We offer a fast paced, friendly team environment where employee ...
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Westland Insurance Calgary, Canada Full timeSenior Insurance Advisor · Calgary (East Village), AB, 1111 Olympic Way SE #300, Calgary, Alberta, Canada ● Calgary , AB, Calgary, Alberta, Canada Req #3010 Tuesday, May 21, We're searching for a Senior Insurance Advisor. Are you searching for new possibilities? · Westland Ins ...
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HUB International Calgary, CanadaHi, we're HUB · We are proud to be ranked 5th among the world's largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement ...
Insurance Advisor - Alberta, Canada - Recruitment Partners
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Description
Insurance AdvisorOur growing, dynamic, Edmonton-based client is searching for an Insurance Advisor to join their group of motivated and dedicated professionals. This role is focused on selling life insurance policies and working through the administration of complex policies. If you are motivated to grow your career with an organization in their early stages and a strong framework, this role is for you.
Your success will be defined by your ability to:
Recruitment Partners Inc. is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta's best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more.
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