Life Insurance Specialist

Role Description

This is a full-time, on-site Life Insurance Specialist role based in Regina, SK. The Life Insurance Specialist will advise clients on life insurance and related financial protection solutions, conducting needs assessments to understand their goals, risk tolerance, and life stages. Responsibilities include prospecting and developing new client relationships, following up on leads, and maintaining a pipeline of opportunities through community engagement and referral networks. The role involves preparing and presenting tailored insurance proposals, explaining policy features and options in clear language, and supporting clients through the application, underwriting, and policy issuance processes. The Life Insurance Specialist will also provide ongoing service, including policy reviews, beneficiary updates, and coverage adjustments, while ensuring regulatory compliance, accurate documentation, and collaboration with colleagues to deliver a cohesive client e...