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Insurance Advisor
3 weeks ago
Your Success Will Be Defined By Your Ability To
- 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.
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.
Accounting & Finance – Sales & Operations – Supply Chain – Human Resources – Office Support – Technology
Contact us today – Your Search Partner – www.recruitmentpartners.ca #J-18808-Ljbffr
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