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Financial Services Advisor

1 week ago

Edmonton, Alberta, Canada BrokerLink Full time

We are seeking a skilled Financial Services Advisor to join our team at BrokerLink. As a key member of our team, you will be responsible for providing financial services, including selling new policies and providing expert advice on insurance matters.

Company Overview

  • We strive for excellence and are committed to creating an inclusive workplace that inspires each of us to be the best we can be.
  • We have over 200 offices across Canada.

The Role

  • Service ongoing client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, conduct care calls, and process renewals.
  • Sell new policies/write new business to existing or new clients.
  • Contact Underwriters and Adjusters to discuss guidelines and policy.
  • Prepare documentation for insurers, completing applications for clients, issue insurance certificates, process changes, and review renewals.

Benefits

  • Flexible health and dental insurance benefits package.
  • Personal Spending amount to invest in your healthy lifestyle.
  • RRSP - Registered Retirement Savings Plan with Company matching.
  • ESPP-Employee Share Purchase Plan (TSX:IFC) program with matching aspect.