Insurance Specialist

4 weeks ago

Edmonton, Canada Servus Credit Union Full time

**Posting Closes**:October 25, 2024

**Employment Status**:Full time

**Additional Information**:This position is an office based role with flexibility of a Monday - Friday or Tuesday - Saturday shift.

Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years. We are a team of smart, gutsy and driven individuals.

We're looking for an **Insurance Specialist** to support our Servus Wealth Strategies team

Servus's Insurance Specialists are the diligent people who help our members and employees find the right **individual life, disability, and critical illness **insurance solutions to suit their needs. They make sure our members have the right insurance in place to protect what they work so hard for by providing sound advice. Our members deserve the sound advice of a trusted specialist to protect their assets and income against unexpected events. Helping to provide our members with peace of mind is one of the many ways our Insurance Specialists help reimagine member financial fitness.

More specifically, the scope of your responsibilities will include but are not limited to:

- Helping members uncover and understand the need for insurance, and work with the member to put those insurance solutions in place as part of their holistic financial plan
- Be proactive in reaching out to existing policy holders for review, uncovering new needs and retention
- Uncover the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Financial Planner, and Wealth Protection Specialists
- Actively participate and support Retail and Wealth partners
- always with a member-centric focus - doing what’s right for the member
- Maintain up to date Financial Planning and insurance industry knowledge by participating in training programs/industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements

**Requirements**:
To qualify, you'll need at least the following:

- Life /Accident and Sickness Insurance License in the Province of Alberta
- Certified Financial Planner (CFP) or working towards designation
- Chartered Life Underwriter (CLU) designation and/or equivalent work experience is an asset
- 2 or more years of experience in Insurance
- Ability to analyze and interpret the needs of clients and offer the appropriate insurance solutions
- Proven experience in providing detailed and accurate information to third parties
- Experience with life, disability and health insurance sales

**Benefits**

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performance-based incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program

For information about these benefits and more, click here.

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we providewith a few additional perks

**What happens next?**

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.
- Discover a sense of belonging amongst a team of unique, authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills, passion, and curiosity may find a sense of belonging at Servus._
- #indh_

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