Financial Insurance Advisor

Serenia Life Financial; Red Deer; On-site; CAD 50,000 - 75,000; Full time

Job summary

An established industry player seeks motivated individuals for a rewarding sales career. This role emphasizes building deep relationships through kindness and humanity, helping clients achieve financial security with leading-edge products. You'll thrive in an environment with uncapped earnings and flexible schedules, while engaging in business development and customer service. Join a team that prioritizes ongoing training and community contribution, and enjoy the opportunity to balance work and life effectively with remote work options.

Benefits

Competitive compensation structure

Bonuses and monthly sales contests

Ongoing training

Yearly sales conventions

Team environment focused on community

Remote work opportunity

Qualifications

• Sales experience preferred, with a successful track record of meeting sales goals.
• Excellent communication and interpersonal skills are essential for the role.

Responsibilities

• Coordinate new business quotes and renewals while providing excellent customer service.
• Engage in outbound prospecting and identify customer needs effectively.

Skills

Sales experience

Excellent interpersonal skills

Excellent communication skills

Proactive in problem-solving

Customer service dedication

Multi-tasking ability

Presentation skills

Education

LLQP or willingness to obtain

Job description

Location: Alberta

Type: Full Time

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 environment that has a strong focus on giving back to our communities
• A remote work from home opportunity, to create your optimal work/life balance
  
  

Anticipated Commission + Bonus Income: 50K - 75K