Life Insurance Representative
Western Financial Group
Alberta
5d ago

Accountabilities :

  • External prospecting and acquisition of new Life & Financial Services accounts to build a book of business
  • Convert referrals from, and build relationships with, personal lines & commercial lines coworkers in your branch
  • Refer your clients to the other lines of business (personal lines and commercial lines) in your branch
  • Attend client appointments, trade shows, meetings, and networking events as required in addition to meeting with walk-in clients at the branch
  • Meet specific sales targets focusing on consultative interactions with individuals, associations, and businesses
  • Provide client support and knowledge with respect to Life and Financial Services
  • Promote Western’s value-added services, resources & expertise
  • Obtain knowledge of competitor’s services / products and counter with enhanced products, processes, or expert advice
  • Remain current and develop your expertise in the industry and market area and maintain competitive edge
  • Our Team Environment

    We work together every day to build authentic relationships, with our customers and with each other. We enjoy a fast-paced, multi-faceted environment, and make an effort to celebrate everyone’s successes on the team.

    We value hard work and making sure our customers have the accurate coverage they need because we can see the difference this makes in our community.

    Specifics

  • Full Life Insurance License LLQP
  • Passion to help people and provide exceptional client experience
  • Self-driven and determined to succeed
  • Demonstrated talent to grow and develop relationships with clients, coworkers, and your community
  • Experience managing a book of business or relatable work experience
  • Previous experience with insurance sales or external sales prospecting an asset
  • Hours : Full Time 37.5 hours / week

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