Insurance Advisor

7 months ago

Edmonton, Canada CPA Insurance Plans West Full time

**Insurance Advisor**

Are you a licensed insurance professional looking to make a meaningful impact? CPA Insurance Plans West is seeking an experienced Insurance Advisor to join our team in providing comprehensive insurance solutions for CPAs and their families.

We are looking for someone passionate about the insurance industry, who loves engaging with clients, and has a reputation for consistently hitting sales goals while delivering outstanding customer service. As an Insurance Advisor, you’ll promote and educate clients on our insurance offerings to drive the growth of our business.

**Your role**

As an Insurance Advisor, you will be responsible for:

- Assessing individual needs and recommending client-focused insurance solutions.
- Managing the sales process from initial contact to closing to ensure a seamless customer experience.
- Building rapport, fostering trust, and creating value through customer interactions.
- Business development and prospecting to generate new sales leads.
- Leveraging strong customer relationships and increasing external networks to drive referrals and repeat business.
- Meeting (video and phone) with clients to understand their goals and insurance needs and recommend specific policies to close sales.
- Promoting a client-first mindset in a digital environment.
- Utilizing tools like ActiveCampaign (CRM) to deepen client relationships.
- Collaborating with colleagues and business partners to achieve team goals and objectives.
- Meeting and exceeding sales goals and targets.

**Qualifications**:

- 2+ years of professional sales experience in the Insurance Industry.
- Life/A&S License (HLLQP/LLQP) required.
- Excellent communication, decision-making, problem-solving, and conflict-resolution skills.
- Strength in adaptability and flexibility.
- Digital literacy using a variety of systems and tools.
- Fluent in English; additional language skills are a plus.
- Strong sense of accountability and ability to complete tasks on time.

**About CPA Insurance Plans West**

We are the only company in Canada that offers Individual Insurance and Employee Benefit Plans on a not-for-profit basis to CPAs. We partner with the best insurance providers to offer low-cost, high-value plans for CPAs, their families, and their firms.

We are passionate about delighting CPAs and building relationships that last a lifetime. Our insurance products have CPAs’ best interests and biggest worries in mind. We exist to ensure that every CPA is insured when they need it.

With a commitment to client satisfaction and a reputation for excellence, we offer an opportunity to work in a supportive environment where your expertise can help shape the future of our program.

**Our Values**

**Hungry**: We are always looking for more. More things to do. More to learn. More responsibility to take. But, the healthy kind, a manageable and sustainable commitment to doing great work and going above and beyond.

**Humble**: We understand that everyone has strengths, flaws, and preferences. We embrace that to ensure the success of all team members. We give and accept feedback for personal growth and the betterment of the team. We own our mistakes (which are inevitable) and learn from them.

**Collaborative**: Each person contributes to the whole. If there is a problem, every person is expected to help. If there is a success, it is a win for everyone on the team.

**The Perks of the Job**

CPA Insurance Plans West employees receive:

- Competitive compensation package
- Hybrid work environment
- Extensive benefits package (100% employer paid)
- Health Spending Account (HSA)
- Paid professional development
- Paid personal time-off days
- RRSP matching

**Schedule**:

- 8:30am to 4:30pm
- Monday to Friday

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: Hybrid remote in Edmonton, AB T5V 0C3

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