Top Benefits
About the role
IN-HOUSE LIFE INSURANCE AGENT
Shelley Orvold Insurance Agency (Desjardins) is a trusted provider of insurance and financial services, committed to protection for what matters most to our clients. We pride ourselves on a client-first approach, ethical standards, and ongoing professional development.
As we grow, we're seeking a motivated and licenced In-House life Insurance Agent to join our team.
Job Summary
The In-House Life Insurance agent will be responsible for providing tailored life insurance solutions to clients, conducting consultations, managing policy sales and renewal, and maintaining strong client relationships. The role requires excellent communication skills, attention to detail, and a strong understanding of life insurance products and industry regulations.
Key Responsibilities
- Conduct in-house consultations with prospective and existing clients to assess life insurance needs.
- Educate clients on different life insurance products including term, whole, universal life insurance and disability.
- Recommend suitable policies and provide quotes using Desjardins tools and in-house software.
- Process new applications and follow up on underwriting and approvals.
- Manage renewals, policy changes, and customer service inquires.
- Ensure compliance with all Provincial and Federal insurance regulations.
- Collaborate with other team members in cross-selling financial products when appropriate.
Qualifications
- Active life insurance license in Alberta (required)
- 2+ years of experience in life insurance sales (preferred)
- Strong interpersonal and communication skills
- High level of integrity and customer-focused attitude.
- Ability to work independently and within a team environment
What We offer
- Competitive base salary + commission
- Health, dental, and vision insurance
- Ongoing training and development
Ready to Grow with Us?
This is your opportunity to build a long-term, rewarding career in a respected organization where your effort is recognized and your success has no ceiling.
Apply today and take the next step toward a career where you can grow, thrive, and make a difference.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees*.*
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Top Benefits
About the role
IN-HOUSE LIFE INSURANCE AGENT
Shelley Orvold Insurance Agency (Desjardins) is a trusted provider of insurance and financial services, committed to protection for what matters most to our clients. We pride ourselves on a client-first approach, ethical standards, and ongoing professional development.
As we grow, we're seeking a motivated and licenced In-House life Insurance Agent to join our team.
Job Summary
The In-House Life Insurance agent will be responsible for providing tailored life insurance solutions to clients, conducting consultations, managing policy sales and renewal, and maintaining strong client relationships. The role requires excellent communication skills, attention to detail, and a strong understanding of life insurance products and industry regulations.
Key Responsibilities
- Conduct in-house consultations with prospective and existing clients to assess life insurance needs.
- Educate clients on different life insurance products including term, whole, universal life insurance and disability.
- Recommend suitable policies and provide quotes using Desjardins tools and in-house software.
- Process new applications and follow up on underwriting and approvals.
- Manage renewals, policy changes, and customer service inquires.
- Ensure compliance with all Provincial and Federal insurance regulations.
- Collaborate with other team members in cross-selling financial products when appropriate.
Qualifications
- Active life insurance license in Alberta (required)
- 2+ years of experience in life insurance sales (preferred)
- Strong interpersonal and communication skills
- High level of integrity and customer-focused attitude.
- Ability to work independently and within a team environment
What We offer
- Competitive base salary + commission
- Health, dental, and vision insurance
- Ongoing training and development
Ready to Grow with Us?
This is your opportunity to build a long-term, rewarding career in a respected organization where your effort is recognized and your success has no ceiling.
Apply today and take the next step toward a career where you can grow, thrive, and make a difference.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees*.*
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.