Job Description
Elevate your career as an Insurance Planning Specialist with Servus Credit Union in Calgary, Edmonton, or Red Deer. Help members secure their financial futures with tailored insurance solutions.
At Servus Credit Union, passionate individuals are sought for a full-time Insurance Planning Specialist role. You’ll leverage over two years of insurance experience to analyze member needs and recommend suitable life, disability, and critical illness insurance products. This role emphasizes collaboration with Retail and Wealth partners, ensuring a member-centric approach.
Key Responsibilities:
• Assess members’ insurance needs and propose fitting solutions
• Engage with existing policyholders to enhance retention
• Collaborate with Financial Advisors and Wealth Protection Specialists
• Stay updated on financial planning and insurance trends
• Maintain licenses and accreditation through ongoing training
Requirements:
• Minimum 2 years of insurance experience
• Life/...
At Servus Credit Union, passionate individuals are sought for a full-time Insurance Planning Specialist role. You’ll leverage over two years of insurance experience to analyze member needs and recommend suitable life, disability, and critical illness insurance products. This role emphasizes collaboration with Retail and Wealth partners, ensuring a member-centric approach.
Key Responsibilities:
• Assess members’ insurance needs and propose fitting solutions
• Engage with existing policyholders to enhance retention
• Collaborate with Financial Advisors and Wealth Protection Specialists
• Stay updated on financial planning and insurance trends
• Maintain licenses and accreditation through ongoing training
Requirements:
• Minimum 2 years of insurance experience
• Life/...