Impactful Life & Wealth Insurance Advisor

RBC; Alberta; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major financial institution in Calgary is actively seeking individuals for the position of Life & Wealth Advisor. This role requires self-motivated individuals who will provide integrated life insurance planning and advice to clients. Candidates must have post-secondary education, strong business development and prospecting skills, and at least 1-2 years of experience in the insurance industry. The role offers a comprehensive compensation package, professional development opportunities, and a supportive work environment.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings and profit-sharing options

Outstanding training programs

Qualifications

• 1-2+ years’ professional sales experience in the Insurance Industry.
• Ability to develop and maintain strong client relationships.
• Business development and prospecting skills with a goal-oriented attitude.

Responsibilities

• Connect with clients to understand their needs and offer comprehensive advice.
• Promote client-first mindset through digital engagement.
• Accountable for team sales success and personal sales goals.

Skills

Communication

Sales

Customer Knowledge

Interpersonal Relationship Management

Competitive Markets

Perseverance and Follow-Through

Education

Post-secondary degree or equivalent

Life/A&S License (HLLQP/LLQP)

Tools

Salesforce

Job description

A major financial institution in Calgary is actively seeking individuals for the position of Life & Wealth Advisor. This role requires self-motivated individuals who will provide integrated life insurance planning and advice to clients. Candidates must have post-secondary education, strong business development and prospecting skills, and at least 1-2 years of experience in the insurance industry. The role offers a comprehensive compensation package, professional development opportunities, and a supportive work environment.