Licensed Insurance Advisor
- St. Albert, AB, Canada
Competitive base salary: $45,000 - $60,000 · Full-time
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Job details
- Pay
- Competitive base salary: $45,000 - $60,000
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Range Insurance & Investments Ltd. is a trusted Co-operators agency serving individuals, families, and businesses in St. Albert and surrounding communities. As part of one of Canada's leading financial services co-operatives, we provide insurance, wealth management, and financial planning solutions designed to help our clients achieve financial security and peace of mind.
We are seeking an enthusiastic, client-focused Licensed Insurance Advisor to join our growing team. This is an excellent opportunity for someone who is passionate about helping clients protect what matters most while building a rewarding career in insurance and financial services.
What You'll DoClient Service & Advice- Meet with clients to review their insurance needs and financial protection goals.
- Provide personalized recommendations for home, auto, farm, commercial, life, and other insurance solutions.
- Complete policy changes, coverage reviews, renewals, and documentation accurately and efficiently.
- Conduct annual client reviews to identify coverage gaps and opportunities.
- Build and maintain a strong sales pipeline through inbound and outbound prospecting activities.
- Develop referral relationships and contribute to local marketing initiatives.
- Cross-sell and promote a broad range of insurance and financial products.
- Contribute to agency growth and profitability objectives.
- Deliver exceptional client service and timely follow-up.
- Address client inquiries and concerns professionally.
- Resolve client issues and escalate matters when appropriate.
- Build long-term relationships based on trust and personalized advice.
- Alberta General Insurance Level 1 Licence (Level 2 preferred).
- Strong communication and relationship-building skills.
- Excellent organizational skills and attention to detail.
- Ability to assess client needs and provide appropriate recommendations.
- Proficiency with Microsoft Office and digital customer management tools.
- Valid driver's licence and reliable transportation.
- Life Insurance Licence (LLQP) or willingness to obtain within 30 days of hire.
- Previous experience in insurance, financial services, sales, or customer service.
- Knowledge of personal, commercial, farm, or life insurance products.
The successful candidate will be required to complete:
- Criminal Record Check
- Consumer Credit/History Check
- Licensing verification and compliance screening
- Competitive base salary: $45,000 - $60,000
- Performance-based bonus opportunities
- Commission incentives
- Ongoing recognition and rewards programs
- Extended Health Care
- Dental Care
- Life Insurance
- Disability Insurance
- Employee Assistance Program (EAP)
- Health Spending Account
- Paid Vacation
- Paid Time Off
- On-site Parking
- Professional development and licensing support
- Mentorship and coaching
- Opportunities for advancement within the agency
- The ability to build a long-term career with a respected Canadian organization
At Range Insurance & Investments Ltd., we believe in creating a supportive, professional, and collaborative environment where team members can grow personally and professionally. You will have the opportunity to make a meaningful impact in the lives of clients while working alongside a dedicated team that values integrity, service, and continuous learning.
Job Type: Full-Time
Language Requirement: English
Work Location: In Person - St. Albert, Alberta
Apply today and become part of a team dedicated to protecting what matters most to our clients and communities.
More about this job
Responsibilities
Review clients’ insurance needs and financial protection goals, recommend suitable coverage, and accurately manage policy changes, renewals, documentation, and annual reviews. Develop business through prospecting, referrals, marketing, and cross-selling while providing responsive service and building long-term client relationships.
Requirements
An Alberta General Insurance Level 1 Licence is required, with Level 2 preferred; a Life Insurance Licence (LLQP) is preferred or must be obtained within 30 days of hire. Candidates should have strong communication, organizational, and client assessment skills, proficiency with Microsoft Office and digital customer management tools, a valid driver’s licence and reliable transportation, and preferably relevant insurance, financial services, sales, or customer service experience.
Skills
- Client Service
- Insurance Needs Assessment
- Insurance Recommendations
- Sales
- Business Development
- Prospecting
- Relationship Building
- Communication
- Organization
- Attention to Detail
- Policy Administration
- Cross-Selling
- Microsoft Office
- Customer Management Tools
- Issue Resolution
- Insurance Product Knowledge
Benefits
- Extended Health Care
- Dental Care
- Life Insurance
- Disability Insurance
- Employee Assistance Program
- Health Spending Account
- Paid Vacation
- Paid Time Off
- On-Site Parking
- Professional Development
- Licensing Support
- Mentorship and Coaching
- Performance-Based Bonuses
- Commission Incentives
- Recognition and Rewards
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Alberta General Insurance Level 1 Licence
- Level 2 Insurance Licence
- Life Insurance Licence
- LLQP
- Home Insurance
- Auto Insurance
- Farm Insurance
- Commercial Insurance
- Life Insurance
- Wealth Management
- Financial Planning
- Policy Changes
- Coverage Reviews
- Renewals
- Client Reviews
- Sales Pipeline
- Inbound Prospecting
- Outbound Prospecting
- Referral Relationships
- Cross-Selling
- Microsoft Office
- Digital Customer Management Tools
- Criminal Record Check
- Consumer Credit/History Check
- Licensing Verification
- Compliance Screening