Strategic Insurance Planner — In-Person (Alberta)

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

Job summary

A prominent credit union in Alberta is seeking an Insurance Planning Specialist to support members with individual life, disability, and critical illness insurance solutions. This full-time role involves working directly with clients to assess and fulfill their insurance needs, offering the advantage of competitive compensation and benefits. The ideal candidate has a minimum of 2 years experience in insurance and relevant certifications. Join a community-focused team that values purpose and cooperation.

Benefits

Competitive compensation

Performance-based incentives

Career advancement opportunities

Training and development programs

Qualifications

• Minimum 2 years of experience in Insurance.
• Ability to analyze and interpret clients' needs.
• Experience with life, disability, and health insurance sales.

Responsibilities

• Help members understand their insurance needs.
• Conduct policy reviews with existing clients.
• Refer clients to various financial advisors.

Skills

Insurance analysis

Client needs assessment

Insurance sales experience

Education

Life / Accident and Sickness Insurance License in Alberta

Certified Financial Planner (CFP)

Chartered Life Underwriter (CLU)

Job description

A prominent credit union in Alberta is seeking an Insurance Planning Specialist to support members with individual life, disability, and critical illness insurance solutions. This full-time role involves working directly with clients to assess and fulfill their insurance needs, offering the advantage of competitive compensation and benefits. The ideal candidate has a minimum of 2 years experience in insurance and relevant certifications. Join a community-focused team that values purpose and cooperation.