Life Insurance Advisor

1 month ago

Calgary, Canada Shawnessy Insurance Agency Inc. Representing the Cooperators Full time

The Life Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, and group. The Life Insurance Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Life Insurance Advisor, make informed product recommendations.

Roles and responsibilities:

- Support development of the agency operation through the sales and profitable growth of life and group products.
- Service and support the life and group portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and group products.
- Proactively complete client reviews focusing on life and group insurance products.
- Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
- Complete front-line risk assessment and selection, following underwriting guidelines.
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Support programs to build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

Qualifications and Skills:

- LLQP License is required.
- Experience is preferred but will train the right person provided they have the appropriate License.
- Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses
- Must pass Co-operators credit and background check

Pay: $50,000.00-$60,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- Vision care
- Work from home

Work Location: Hybrid remote in Calgary, AB T2X 1M2

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