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Insurance and Financial Services Business Development Specialist

2 months ago

Edmonton, Alberta, Canada Kyle Houston - Agent for Desjardins Insurance Full time

We are a leading insurance and financial services firm in Edmonton. We are seeking an experienced business development specialist to join our team as a Financial Services Sales Representative.

Job Description:

As a Financial Services Sales Representative, you will be responsible for establishing strategic initiatives around life and health insurance, working with the manager and agent to drive sales and service of life and health insurance products. You will also identify new opportunities to grow our life and health book of business, work with the team to educate on multi-line sales, and deliver a 5-star sales and service experience.

  • Work with Manager and Agent to establish strategic and marketing initiatives around life and health insurance
  • Sales and service of life and health insurance products
  • Find new opportunities to grow our life and health book of business
  • Work with Team to educate on multi-line sales
  • Work with Team to Deliver 5 Star Sales and Service experience
  • Deliver on goals with in the group around cross selling / up selling, and many other target based programs
  • Manage a client contact program to enhance our customer's insurance and financial experience
  • Use a customer-focused, needs-based review process to educate customers about insurance options
Job Requirements:

To succeed in this role, you will need:

  • Ability to advise and help households manage risk
  • Successful track record of managing and growing business targets
  • Self-motivated
  • Ability to relate to Team Members and customers
  • Strong communication and interpersonal skills
  • Strong work ethic with a total commitment to success each and every day
  • Organized, with the ability to problem solve
  • Attention to detail
  • Strong understanding of social media/technology
  • Ability to motivate and leadership skills
Qualifications:

The ideal candidate will have:

  • Life / Accident and sickness license
  • Property and Casualty license (must be able to obtain)
  • Management and sales experience (required)
  • Educations in a related field
  • 2 years of relevant experience
  • Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset

This position is with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Compensation:

The estimated salary for this position is $60,000 - $80,000 per year, depending on experience and qualifications.

Locations:

We have two locations in Edmonton:

  • North Office: 103-13245 140 Ave NW Edmonton
  • South Office: 101-596 Riverbend Sq. NW Edmonton