In-Office Insurance Planner — Growth, Bonus & Impact

Servus Credit Union; Red Deer; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Alberta is looking for an Insurance Planning Specialist to join their team. The role involves helping members understand their insurance needs and providing tailored solutions. Ideal candidates should have at least 2 years of insurance experience and appropriate licensing. The position offers competitive compensation with a bonus structure, training opportunities, and a collaborative work environment.

Benefits

Competitive compensation including performance-based incentives

Training & Development Opportunities

Flexible work options

Qualifications

• 2+ years of experience in Insurance is required.
• Proven experience in providing detailed information to third parties.
• Ability to offer appropriate insurance solutions based on client needs.

Responsibilities

• Help members understand their insurance needs and implement solutions.
• Reach out to existing policyholders for reviews and retention.
• Refer members to Financial Advisors and Wealth Protection Specialists.

Skills

2 or more years of experience in Insurance

Ability to analyze and interpret the needs of clients

Experience with life, disability and health insurance sales

Education

Life / Accident and Sickness Insurance License in Alberta

Certified Financial Planner (CFP) or working towards designation

Chartered Life Underwriter (CLU) designation

Job description

A leading financial institution in Alberta is looking for an Insurance Planning Specialist to join their team. The role involves helping members understand their insurance needs and providing tailored solutions. Ideal candidates should have at least 2 years of insurance experience and appropriate licensing. The position offers competitive compensation with a bonus structure, training opportunities, and a collaborative work environment.