Life Insurance Broker (Go Insurance)

Job summary

The Life Insurance Broker is responsible for consulting with clients to recommend appropriate insurance products and managing policy applications, claims, and renewals. They must also implement sales strategies to expand client relationships while maintaining accurate records and compliance with industry regulations.

Job details

Job Description Life Insurance Broker (Go Insurance) Location: Edmonton, Alberta, Canada Position Overview: We are seeking a motivated and dynamic Life Insurance Salesperson to join our team in Alberta. As a Life Insurance Salesperson, you will be responsible for helping clients select life insurance policies that best meet their needs, providing exceptional customer service, and achieving sales targets. Your role will involve working with existing clients, utilizing our corporate database, educating potential clients, and maintaining relationships to ensure long-term satisfaction and coverage. Key Responsibilities: Client Consultation: Meet with clients to understand their financial situation, needs, and objectives to recommend appropriate life insurance products. Sales and Marketing: Develop and implement sales strategies to work with existing clients and utilize our corporate database to retain and expand client relationships. Policy Management: Assist clients with policy applications, adjustments, claims, and renewals. Ensure all documentation is accurate and submitted in a timely manner. Customer Service: Provide ongoing support and service to clients, addressing any concerns or questions regarding their policies. Maintain regular contact to review and update coverage as necessary. Compliance: Stay updated on industry regulations and company policies to ensure all sales activities comply with legal and ethical standards. Product Knowledge: Continuously improve knowledge of life insurance products, industry trends, and competitors to effectively communicate benefits and features to clients. Reporting: Maintain accurate records of sales activities, client interactions, and transactions. Prepare regular reports for management review. Qualifications: Education: High school diploma or equivalent required; Life & Accident and Sickness Insurance licenses Experience: Proven experience in sales, preferably in the insurance industry. Experience in life insurance sales is highly desirable. Licensing: Must hold a valid life insurance license in Alberta Skills: Excellent communication and interpersonal skills Strong negotiation and persuasive abilities Ability to build and maintain client relationships Good organizational and time-management skills Proficient in Microsoft Office Suite and CRM software Key Competencies: Customer Focus: Dedicated to meeting the expectations and requirements of clients. Results Driven: Consistently meets or exceeds sales targets and goals. Integrity and Trust: Demonstrates honesty, keeps commitments, and behaves in a consistent manner. Problem Solving: Identifies and resolves issues in a timely manner, using creativity and sound judgment. Team Player: Works well with others, contributing to a positive team environment. What's in it for you: Unleash Your Earnings Potential - Say goodbye to income limits! With our generous commission structure, your earning potential knows no bounds. Positive Team Environment - Join a vibrant team of like-minded individuals who share your passion and drive. We foster a positive and collaborative work environment where everyone supports and uplifts each other. Together, we celebrate victories, overcome challenges, and create lasting friendships. Health and Dental - Your well-being matters to us. Experience comprehensive benefits, including healthcare, dental coverage, and a health spending account. We want to see your biggest, brightest smile! Employee Investment Program - Money back? Yes, please! Brace yourself for this irresistible offer. Our program guarantees a 10% return every year, up to a whopping 16%, based on our profits. Vacation Vibes - We understand the importance of work-life balance. Picture yourself sipping margaritas on a sandy beach. After your first year, enjoy THREE WEEKS OF VACATION! Reach five years, and you'll have four weeks. Hit ten years, and you'll be soaking up FIVE weeks of vacation time! Learn and Grow - We're committed to your growth and development. We provide ongoing support and mentorship, while you complete and maintain your designation. Climb the Ladder - With our promote-from-within culture, you'll have ample opportunities to grow along your chosen career path. Giving Back Feels Great - We're all about making a positive impact. Every year, we donate to worthy causes like the Kids with Cancer Society and Go Auto Fuels the Schools. We don’t build jobs, we build careers. Ask about one of our many success stories during your interview. #IND01

What you’ll do

The Life Insurance Broker is responsible for consulting with clients to recommend appropriate insurance products and managing policy applications, claims, and renewals. They must also implement sales strategies to expand client relationships while maintaining accurate records and compliance with industry regulations.

Requirements

Candidates must hold a valid Life & Accident and Sickness Insurance license in Alberta and possess a high school diploma or equivalent. Proven experience in sales, particularly within the insurance industry, is highly desirable along with strong interpersonal and organizational skills.

Benefits

• Commission structure
• Health insurance
• Dental coverage
• Health spending account
• Employee investment program
• Paid vacation

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Negotiation · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Life insurance sales
• Client consultation
• Sales strategy
• Policy management
• Customer service
• Communication skills
• Negotiation
• Persuasion
• Relationship building
• Organizational skills
• Time management
• Microsoft Office Suite
• CRM software
• Sales Strategy
• Product Knowledge
• Life Insurance License
• Insurance Industry
• Insurance License
• Customer Relationship Management (CRM) Software
• Policy Management
• Ethical Standards And Conduct
• Life Insurance Products
• Customer Service
• Communication
• Creativity
• Sales
• Marketing
• Insurance Policies
• Interpersonal Communications
• Problem Solving
• Life Insurance Sales
• Mentorship
• Microsoft Office
• Persuasive Communication
• Time Management
• Honesty

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Life Insurance Broker
• Life / Health Insurance Sales Agent
• Insurance Representatives
• Insurance Sales Agents

More jobs from Go Insurance