Financial Insurance Advisor

Serenia Life Financial; Edmonton; Remote; CAD 50,000 - 75,000; Full time

Job summary

Serenia Life Financial is seeking a motivated Financial Advisor in Edmonton. This role involves coordinating business quotes, outbound sales, and providing exceptional customer service. With competitive compensation and ongoing training, this is a unique opportunity to thrive in a supportive environment while helping Canadians achieve financial security.

Benefits

Competitive compensation structure

Bonuses and monthly sales contests

Ongoing training

Yearly sales conventions

Remote work opportunity

Qualifications

• Sales experience preferred (inside or outside sales, retail, telemarketing).
• Successful track record of meeting sales goals.
• Proactive in problem-solving and dedicated to customer service.

Responsibilities

• Coordinate and compile new business quotes and renewals.
• Outbound prospecting and scheduling appointments.
• Provide a high level of customer service.

Skills

Interpersonal skills

Communication skills

Problem-solving

Multi-tasking

Education

LLQP or Willing to obtain

Job description

Imagine working for a company that is both Human and Kind ...

At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial Representative it will be essential to the role, that deep relationships are created through being Human and Kind. This will assist our clients in making smart choices that will allow them the greatest chance of achieving their financial goals. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

If you are looking to :

• Work in SALES in an uncapped earning environment with unlimited growth potential
• Have a flexible schedule & be in business for yourself but not by yourself
• Help Canadians achieve financial security through leading edge products

Key Accountabilities :

• Coordinating and compiling new business quotes and renewals
• Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services
• Provide a high level of customer service
• Applying best practices in all interactions through being ethical, professional and doing so with 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 Willing to obtain

What sets us apart?

• Competitive compensation structure, bonuses and monthly sales contests
• Ongoing Training that is focused on improving the skill set and technical knowledge of our team
• Yearly Sales Conventions
• Getting to work in a team enviorment that has a strong focus to giving back to our communities
• A remote work from home opportunity, to create your optimal work / life balance

Anticipated Commission + Bonus Income 50K - 75K

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Financial Advisor • Edmonton, AB, Canada