Insurance Professional

4 weeks ago


Lloydminster, Canada Equest Full time
About the Role

We are seeking a highly motivated and experienced Insurance Advisor to join our team in Lloydminster, AB. As an Insurance Advisor, you will play a key role in promoting and educating clients on insurance products, taking ownership of client relationships, and helping us grow our presence and profile in the local community.

Key Responsibilities
  • Promote and educate clients on insurance products
  • Take ownership of client relationships
  • Help grow our presence and profile in the local community
  • Deliver superior customer service that promotes client retention
  • Uncover clients' business challenges and act as a client advocate identifying their needs and providing recommendations
  • Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
What We Offer
  • An open, flexible, and welcoming workplace
  • Plenty of opportunities to grow and learn
  • Autonomy to drive your own success
  • A total rewards program that takes care of your financial, physical, and mental health
  • Flexible paid Values Days to celebrate days important to you
  • Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients
Requirements
  • Laser-focused, with a track record of achieving sales targets
  • Building authentic client relationships comes naturally
  • Master time manager, with the ability to prioritize workload and demonstrate confidentiality and discretion
  • Insurance broker license Level 1 or working towards CAIB/CIP (financial support provided)
  • 2-5 years of insurance experience

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