Strategic Insurance Planner — In-Person (Alberta)

Connect First Credit Union; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading credit union in Canada is seeking an Insurance Planning Specialist to join their Wealth Strategies Team in Calgary. This in-person role involves helping members with insurance solutions and providing sound financial advice. Candidates should have relevant experience and educational qualifications in insurance. The position offers competitive compensation with performance incentives and opportunities for professional development.

Benefits

Competitive compensation

Training & Development Opportunities

Career Advancement Potential

Employee volunteer program

Qualifications

• 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.

Responsibilities

• Help members understand insurance needs.
• Participate in member reviews and referrals.
• Maintain knowledge in financial planning and insurance.

Skills

Insurance analysis

Client relationship management

Proficient communication

Education

Life / Accident and Sickness Insurance License

Certified Financial Planner (CFP)

Chartered Life Underwriter (CLU)

Job description

A leading credit union in Canada is seeking an Insurance Planning Specialist to join their Wealth Strategies Team in Calgary. This in-person role involves helping members with insurance solutions and providing sound financial advice. Candidates should have relevant experience and educational qualifications in insurance. The position offers competitive compensation with performance incentives and opportunities for professional development.