Financial Services Sales Representative

Kyle Houston - Agent for Desjardins Insurance; Edmonton; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance firm in Edmonton is seeking a professional to manage and grow our life and health insurance business. The role involves collaborating with management on strategic initiatives, selling insurance products, and fostering client relationships. Successful candidates will have strong communication skills, relevant experience, and the ability to self-motivate. This position also offers performance-based bonuses and opportunities for advancement.

Benefits

Bonus based on performance

Competitive salary

Opportunity for advancement

Qualifications

• Life / Accident and sickness license required.
• Property and Casualty license must be obtained.
• 2 years of relevant experience preferred.

Responsibilities

• Work with Manager and Agent on marketing initiatives.
• Sales and service of life and health insurance products.
• Find new growth opportunities in life and health insurance.

Skills

Strong communication and interpersonal skills

Self-motivated

Organized, with the ability to problem solve

Strong understanding of social media / technology

Education

Education in a related field

Job description

Overview

We are a leading insurance and financial services firm for Desjardins Insurance with two locations in Edmonton. If you are a leader, and want to work with us to continually grow our business then we look forward to your application!

Benefits

• Bonus based on performance
• Competitive salary
• Opportunity for advancement

Responsibilities

• Work with Manager and Agent to establish strategic and marketing initiatives around life and health insurance
• Sales and service of life and health insurance products
• Find new opportunities to grow our life and health book of business
• Work with Team to educate on multi-line sales
• Work with Team to Deliver 5 Star Sales and Service experience
• Deliver on goals with in the group around cross selling / up selling, and many other target based programs
• Manage a client contact program to enhance our customer\'s insurance and financial experience
• Use a customer-focused, needs-based review process to educate customers about insurance options

Job Requirements

• Ability to advise and help households manage risk
• Successful track record of managing and growing business targets
• Self-motivated
• Ability to relate to Team Members and customers
• Strong communication and interpersonal skills
• Strong work ethic with a total commitment to success each and every day
• Organized, with the ability to problem solve
• Attention to detail
• Strong understanding of social media / technology
• Ability to motivate and leadership skills

Qualifications

• Life / Accident and sickness license
• Property and Casualty license (must be able to obtain)
• Management and sales experience (required)
• Educations in a related field
• 2 years of relevant experience
• Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset

Locations

North Office: 103-13245 140 Ave NW Edmonton

South Office: 101-596 Riverbend Sq. NW Edmonton

We look forward to your application, only successful candidates will be contacted.