Job Description
Become a vital part of the Servus Credit Union team as an Insurance Planning Specialist in Calgary, Edmonton, or Red Deer. This full-time role emphasizes delivering personalized insurance solutions to our members.
Reporting to the Regional Vice President, you will work closely with members to identify their insurance needs and provide dedicated support. You'll also collaborate with retail and wealth management partners to ensure members are well-served and informed about their options.
Key Responsibilities:
• Engage with members to evaluate insurance needs
• Formulate appropriate insurance solutions for clients
• Reach out to existing customers for policy reviews
• Work alongside financial advisors and planners
• Keep abreast of industry changes and training
Requirements:
• 2+ years of insurance industry experience
• Alberta Life/Accident and Sickness Insurance License
• Familiarity with life and health insurance sales
• Ability to analyze client nee...
Reporting to the Regional Vice President, you will work closely with members to identify their insurance needs and provide dedicated support. You'll also collaborate with retail and wealth management partners to ensure members are well-served and informed about their options.
Key Responsibilities:
• Engage with members to evaluate insurance needs
• Formulate appropriate insurance solutions for clients
• Reach out to existing customers for policy reviews
• Work alongside financial advisors and planners
• Keep abreast of industry changes and training
Requirements:
• 2+ years of insurance industry experience
• Alberta Life/Accident and Sickness Insurance License
• Familiarity with life and health insurance sales
• Ability to analyze client nee...
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