- Edmonton, Alberta, Canada
- Hybrid
- Full-time
- 1–2 years
Passionate advisor role helping families protect their future through life and health insurance solutions.
Responsibilities
- Identifying client insurance needs and advising on products and coverages
- Effectively articulate the value of 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
Requirements
- High school diploma or equivalent
- Post-secondary education
- Nice to have: CFP
- Nice to have: CLU