Life Insurance Advisor

2 weeks ago

Calgary, Canada Shawnessy Insurance Agency Inc. Representing the Cooperators Full time

The Life Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

The Life Insurance Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Life Insurance Advisor, make informed product recommendations.

Roles and responsibilities:

- Support development of the agency operation through the sales and profitable growth of life and group insurance products.
- Service and support the life and group insurance portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance products.
- Proactively complete client reviews focusing on life and group insurance products.
- Complete front-line risk assessment and selection, following underwriting guidelines.
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Support programs to build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

Physical:

- Hybrid home and office environment with some evening work required and willing to work flexible hours.

Qualifications and Skills:

- LLQP License is required.
- Hiring is contingent on approval after Co-operators Credit and Background Check
- Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.

Pay: $45,000.00-$60,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- Vision care

Licence/Certification:

- Life License (required)
- LLQP (required)

Work Location: Hybrid remote in Calgary, AB T2X 1M2

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