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Financial Insurance Specialist

2 months ago

Edmonton, Alberta, Canada Serenia Life Financial Full time
Unlock Your Potential with Serenia Life Financial

Imagine working for a company that prioritizes human connection and kindness. At Serenia Life Financial, we've been helping Canadians protect their loved ones and live generously for nearly a century. Our philosophy is centered around understanding our clients' financial needs and proactively providing tailored solutions.

As a Serenia Life Financial Representative, you'll play a vital role in creating deep relationships with our clients, empowering them to make informed decisions that align with their financial goals. If you're a motivated self-starter who thrives in a fast-paced environment, this opportunity offers a rewarding career with excellent income and growth potential.

Key Responsibilities:
  • Coordinating and compiling new business quotes and renewals
  • Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing suitable products and services
  • Providing exceptional customer service
  • Applying best practices in all interactions through being ethical, professional, and demonstrating integrity
  • Digital Wealth Management (Insurance, Investments, and Mortgages)
Requirements:
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal, and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • LLQP or willingness to obtain
What Sets Us Apart:
  • Competitive compensation structure, bonuses, and monthly sales contests
  • Ongoing Training focused on improving skill sets and technical knowledge
  • Yearly Sales Conventions
  • Remote work from home opportunity for optimal work/life balance

Anticipated Commission + Bonus Income: $50K - $75K