Personal Insurance Advisor

Executrade – Your Recruitment Specialists; Canmore; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a well-respected insurance branch in the picturesque town of Canmore, where your success is celebrated. This full-time role as a Personal Insurance Advisor offers comprehensive training, allowing you to thrive in a supportive environment. You will engage with clients, provide tailored insurance solutions, and contribute to the growth of the business. Enjoy a flexible benefits package, competitive compensation, and opportunities for personal and professional development. This is your chance to make a meaningful impact while enjoying the stunning surroundings of Alberta.

Benefits

Flexible health and dental benefits

Personal spending allowance

RRSP with company matching

Employee Share Purchase Plan

Paid Time Off

Competitive compensation

Discounts on products and services

Qualifications

• 2+ years of sales experience, preferably in insurance.
• Strong communication skills and customer focus are essential.

Responsibilities

• Provide insurance advice and conduct needs assessments.
• Sell new insurance policies and manage existing clients.
• Engage in community marketing efforts to enhance presence.

Skills

Sales Experience

Customer Focus

Communication Skills

Analytical Skills

Education

High School Diploma

Post-Secondary Education

Tools

Epic Software

Job description

Join a well respected Insurance Branch in beautiful Canmore! They believe when their team members succeed, they succeed. That's why we’re committed to attracting and retaining exceptional talent by offering opportunities for growth and an environment that values each individual.

No prior insurance experience? No problem! Our client provides full training and cover all costs to help you become a licensed insurance broker in one of their Alberta branches. Once you’re trained, you’ll be ready to help people safeguard what matters most to them.

Please note: Housing should be secured prior to applying for this position.

YOU MUST LIVE IN CANMORE OR BANFF TO SECURE THIS ROLE (NOT REMOTE OR HYBIRD)

Position Overview:

Our client is currently looking for a Personal Insurance Advisor to join our Canmore, AB branch on a Permanent, Full-Time basis.

Employee Benefits:

• Flexible health and dental benefits package
• Personal spending allowance to support your healthy lifestyle
• RRSP with company matching contributions
• Employee Share Purchase Plan (ESPP) with matching contributions (TSX:IFC)
• ‘Dress for Your Day’ policy—dress according to your schedule
• Competitive compensation, including bonus opportunities
• Discounts on products and services from Apple, Bell, Rogers, and more
• Paid Time Off (PTO) for personal days, volunteer days, exam/study time, jury duty, and 3 weeks of vacation annually
• Recognition as one of Canada’s top employers, including Kincentric 2023

Key Responsibilities:

• Serve ongoing client needs by offering insurance advice, conducting needs assessments, and recommending appropriate solutions
• Respond to inquiries, conduct care calls, and process renewals
• Sell new insurance policies to both existing and new clients
• Retain and grow your existing book of business
• Generate new business through outbound calls, introductory letters, and walk-in clients
• Liaise with underwriters and adjusters regarding guidelines and policies
• Prepare documentation for insurers, complete client applications, issue insurance certificates, process policy changes, and review renewals
• Stay updated on underwriting rules and internal processes
• Actively engage in training programs to enhance your skills
• Participate in community marketing efforts to build the company’s presence

What We’re Looking For:

• High School diploma and/or Post-Secondary Education
• Minimum of 2 years of sales experience (insurance sales experience is a plus, but not required)
• Level 1 General license (preferred)
• Familiarity with Epic software is an asset
• Strong customer focus with excellent communication skills (both verbal and written)
• Ability to manage multiple priorities effectively
• Strong analytical and organizational abilities
• Ability to pass a criminal background and credit check

Apply Today

Please submit your resume directly to Whitney Green via email at [e-mail] referencing Job ID: 76049

About Us

Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.

We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.

In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.

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