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Life and Health Advisor

  • AB, Canada
  • Calgary, AB, Canada
  • Edmonton Kingsway Centre, Canada

Full-time

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Job details

Job type
Full-time
Experience
You have at least 1-2 years of experience in the Life and Accident & Sickness industry.
Posting language
English
Posted

Original job description

You don’t just sell policies - you sell peace of mind.


The Opportunity
You’re passionate about helping families protect their future. You’re the best listener and enthusiastic about finding solutions for people’s needs. There’s nothing you love more than hearing someone’s life story and learning what’s important to them, because you know you’ll have an insurance solution up your sleeve to help them protect what matters most. You know the importance of being prepared and will share with anyone willing to listen. To you, Life and Health Insurance products are so much more than policies - they’re peace of mind.


A Place to Belong
AMA is more than a workplace; it’s a family. Together, we help protect the things that matter most to our more than one-million members - everything from roadside safety to retail savings, food security to childhood well-being. And with operations that span automotive, registries, travel, insurance and more, the opportunities to grow with us are almost limitless!

Building on a century of proud service in Alberta communities, we’re passionate about making a meaningful difference in the places where we live and work. And that all begins with our people. As part of the AMA team, you’ll enjoy:

  • Competitive salary and flexible benefits
  • Employer-paid retirement savings program
  • Employee-exclusive discounts on travel, insurance, memberships, and more
  • Free travel medical insurance for you and your immediate family
  • Ongoing professional development
  • Paid vacation and personal days, including a Volunteer Day and Me Day
  • Flexible work models that make sense for your lifestyle

Who You Are

  • You’re the ultimate people-person who’s great at making connections.
  • You know your stuff when it comes to Life & Health Insurance, and you like to stay on top of the latest products and services.
  • You enjoy the thrill of a sale and crushing targets.
  • You genuinely care about helping others and providing outstanding customer service.
  • You get that even the smallest detail can make a huge difference in someone’s life.
  • You’re ultra-organized and always on time because you know it’s important to clients.
  • You have excellent communication skills and the ability to work in a team and unsupervised environment.

How You’ll Make an Impact

  • Report to Director of Business Development.
  • Help clients protect what matters to them by identifying their insurance needs and advising on products and coverages.
  • Effectively articulate the value of our products and explain pricing in a simple, empathetic, and professional manner.
  • Build relationships with clients to stay informed of their ever-changing needs and retain their business.
  • Support existing clients with questions and updates to their policies.
  • Accurately document discussions around client needs and sales.
  • Deliver a TYLF (treat you like family) experience in all interactions with clients and co-workers.

What You Bring to the Table

  • You have a high school diploma or equivalent (if you have related post-secondary education, even better!).
  • You have at least 1-2 years of experience in the Life and Accident & Sickness industry.
  • You hold a Life License Qualification Program (LLQP).
  • You have an active Life and Accident & Sickness license.
  • Bonus points if you have industry designations, such as CFP and CLU.

Belonging Matters Here
AMA is committed to providing an inclusive, respectful, and accessible environment. If you require an accommodation at any time during our recruitment process, please contact recruitment@ama.ab.ca. We’ll work with you feel supported throughout your journey with us.

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WORK MODEL:

Hybrid-

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

More about this job

Responsibilities

Identify client insurance needs and provide professional advice on products and coverage options. Build and maintain strong client relationships while accurately documenting sales and policy updates.

Requirements

Requires a high school diploma and 1-2 years of experience in the Life and Accident & Sickness industry. Must hold an active Life License Qualification Program (LLQP) license.

Skills

  • Life insurance
  • Health insurance
  • Customer service
  • Sales
  • Relationship building
  • Communication skills
  • Time management
  • Organization
  • Insurance advising
  • Policy management
  • Documentation
  • Problem solving
  • Active listening
  • Teamwork

Benefits

  • Competitive salary
  • Flexible benefits
  • Employee-exclusive discounts
  • Free travel medical insurance
  • Professional development
  • Paid vacation
  • Personal days
  • Volunteer day
  • Me day
  • Flexible work models

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support

Keywords

  • Life and Health Advisor
  • Insurance
  • LLQP
  • Sales
  • Customer Service
  • Business Development
  • Policy
  • Financial Services
  • CFP
  • CLU
  • Hybrid
  • Client Retention
  • Risk Management
  • Professional Development

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