Insurance Professional

1 week ago


Calgary, Alberta, Canada Recruitment Partners Full time
Insurance Advisor Role

We are seeking a skilled Insurance Advisor to join our team at Recruitment Partners Inc. in Edmonton. As an Insurance Advisor, you will play a crucial role in selling life insurance policies and managing complex policies for our clients.

Key Responsibilities:
  • Conduct regular meetings with customers to understand their financial and insurance needs and provide personalized advice on financial planning and insurance products.
  • Assist customers with purchasing life insurance policies and provide administrative support on complex policies.
  • Make sales calls for new business and 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.
Requirements:
  • 3-5 years of experience selling and managing life insurance policies.
  • Life Insurance License and completion of 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.
  • Ability to communicate professionally in-person, over the phone, and through email.
  • Commitment to maintaining confidentiality.

If you are a motivated and experienced Insurance Advisor looking to grow your career with a dynamic organization, please click the "Apply" button to send your resume directly to Eric Motuzas at Recruitment Partners Inc.



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