Strategic Insurance Planner — In-Person (Alberta)

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

Job summary

A leading credit union in Canada is seeking an Insurance Planning Specialist to assist members with life, disability, and critical illness insurance solutions. This position involves client analyses, collaborative approaches with financial advisors, and maintaining knowledge of industry trends. Strong communication skills and relevant licenses are required. The role offers competitive compensation, professional development opportunities, and a supportive community-focused environment.

Benefits

Competitive compensation

Performance-based incentives

Flexible work options

Employee volunteer program

Qualifications

• Minimum of 2 years experience in Insurance.
• Ability to analyze and interpret client needs.
• Proven track record in providing accurate information.

Responsibilities

• Help members identify and implement insurance solutions.
• Proactively reach out to existing policy holders.
• Collaborate with other financial professionals.

Skills

Client needs analysis

Insurance solutions expertise

Detail-oriented communication

Customer retention strategies

Education

Life / Accident and Sickness Insurance License in Alberta

Certified Financial Planner (CFP) certification

Chartered Life Underwriter (CLU) designation

Job description

A leading credit union in Canada is seeking an Insurance Planning Specialist to assist members with life, disability, and critical illness insurance solutions. This position involves client analyses, collaborative approaches with financial advisors, and maintaining knowledge of industry trends. Strong communication skills and relevant licenses are required. The role offers competitive compensation, professional development opportunities, and a supportive community-focused environment.