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Insurance Planning Specialist

2 hours ago

Red Deer, Alberta, Canada Servus Credit Union Full time
Join Servus Credit Union

Canada's Largest Credit Union
We are hiring for
Insurance Planning Specialist
to join our
Servus Wealth Strategies Team

Posting closes:
Until Filled

Employment Status:
Full-time

Location:
In person role, candidates are required to work from one of our locations in Calgary, Edmonton, or Red Deer.

Salary:
Base, plus bonus structure.

For Internal Use Only:
S3/A

At
Servus Credit Union
, we do things differently—because we're a credit union, not a bank. And that difference matters.

We believe in putting
people before profits
, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most:
our members, our employees, and our communities
. Whether it's through profit sharing, competitive rates, or local initiatives that make a real impact, we're here to help Albertans feel good about their money.

We're looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that's innovative, hardworking, collaborative and deeply rooted in community,
we want to meet you
.

Join Servus and discover a better way to work.
Reporting to the Regional Vice President, Insurance Services our Insurance Planning Specialists are the diligent professionals who help our members and employees find the right individual life, disability, and critical illness insurance solutions to suit their needs. They are trusted insurance planners that provide sound advice to ensure our members have the right insurance in place to protect their assets and income against unexpected events that may occur.

What You'll Be Doing

  • Helping members uncover and understand the need for insurance, and work with the member to put those insurance solutions in place as part of their holistic financial plan.
  • Be proactive in reaching out to existing policy holders for review, uncovering new needs and retention.
  • Uncover the full financial needs of our members and referring those members to a Financial Advisor, Business Banking Advisor, Financial Planner, and Wealth Protection Specialists.
  • Actively participate and support Retail and Wealth partners– always with a member-centric focus – doing what's right for the member.
  • Maintain up to date Financial Planning and insurance industry knowledge by participating in training programs/industry courses to upgrade skills, obtain and maintain accreditation and licensing requirements.

What You Bring
Experience:

  • 2 or more years of experience in Insurance
  • Ability to analyze and interpret the needs of clients and offer the appropriate insurance solutions
  • Proven experience in providing detailed and accurate information to third parties
  • Experience with life, disability and health insurance sales

Education

  • Life /Accident and Sickness Insurance License in the Province of Alberta
  • Certified Financial Planner (CFP) or working towards designation
  • Chartered Life Underwriter (CLU) designation and/or equivalent work experience is an asset

Why Servus?
Benefits
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

  • Competitive compensation including performance-based incentive pay and profit share
  • Training & Development Opportunities
  • Career Advancement Potential Flexible work options
  • Meaningful work towards individual and corporate goals
  • Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks

What happens next?
We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply
Employment Eligibility for External Applicants:
The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.
Qualified applicants are invited to apply online.
We thank all applicants for their interest. Please note applications will only be accepted online and
only those applicants under consideration will be contacted.

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