Life & Health Advisor

3 weeks ago


Edmonton, Canada Alberta Motor Association Full time

AMA

LIFE’S UNPREDICTABLE… BUT YOU’RE AN EXPERT IN peace of mind.

Life & Health Advisor

Posted: 2024-04-09
Location: Edmonton/Hybrid

You’re passionate about helping families protect their future. You’re the best listener and enthusiastic about finding solutions for people’s needs. There’s nothing you love more than hearing someone’s life story and learning what’s important to them, because you know you’ll have an insurance solution up your sleeve to help them protect what matters most. You know the importance of being prepared and will share with anyone willing to listen. To you, Life and Health Insurance products are so much more than policies — they’re peace of mind.

WHAT MOVES YOU

You’re the ultimate people-person who’s great at making connections. You know your stuff when it comes to Life & Health Insurance, and you like to stay on top of the latest products and services. You enjoy the thrill of a sale and crushing targets. You genuinely care about helping others and providing outstanding customer service.  You get that even the smallest detail can make a huge difference in someone’s life. You’re ultra-organized and always on time because you know it’s important to clients. You have excellent communication skills and the ability to work in a team and unsupervised environment.

WHAT YOU’LL DO

Report to Director of Life and Health. Help clients protect what matters to them by identifying their insurance needs and advising on products and coverages. Effectively articulate the value of our products and explain pricing in a simple, empathetic, and professional manner. Build relationships with clients to stay informed of their ever-changing needs and retain their business. Support existing clients with questions and updates to their policies. Accurately document discussions around client needs and sales. Deliver a TYLF (treat you like family) experience in all interactions with clients and co-workers.

WHAT YOU’VE DONE

You have a high school diploma or equivalent (if you have related post-secondary education, even better). You’re no newbie — you have at least 1-2 years of experience in the Life and Accident & Sickness industry. You hold a Life License Qualification Program (LLQP). You have an active Life and Accident & Sickness license. Bonus points if you have industry designations, such as CFP and CLU.

WHAT YOU'LL GET

A competitive salary with commission opportunities, customizable benefits and an outstanding Retirement Savings Program. Great discounts on AMA services including memberships, insurance, travel and more. A work environment that prioritizes learning opportunities and career development. Paid vacation and other paid time off including a Volunteer Day and a flexible “Me Day”. We’re Albertans protecting Albertans, and by joining our locally-based insurance company, you’ll be helping your neighbours protect what matters most. 
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