Insurance Sales Advisor
About The Position
The Insurance Sales Advisor is responsible for generating new business and providing expert advice to individuals seeking insurance and financial protection solutions through high volume phone calls. Through a curious and consultative sales approach, the Advisor assesses client needs, recommends suitable insurance products, and builds long-term client relationships that support retention, referrals, and business growth. The Insurance Sales Advisor serves as a trusted advisor, helping clients make informed decisions regarding life, health, disability, critical illness, travel, and related insurance products while ensuring compliance with regulatory and licensing requirements. This is a hybrid role based out of the Calgary office.
Requirements
- Current LLQP (Life License Qualification Program) certification
- Active provincial life insurance license in good standing
- 2+ years of sales experience, preferably within insurance, financial services, benefits, or similar advisory environments (software sales, door to door sales, etc.)
- Experience handling high volume telephone calls an asset
- Demonstrated success meeting or exceeding sales targets
- Experience using CRM systems and sales pipeline management tools
- Experience conducting consultative sales conversations and needs assessments
- Experience and comfort performing a high volume of daily sales calls (inbound leads and cold calls)
Nice To Haves
- Post secondary education in Business, Finance, Sales, or a related field preferred
- Additional insurance or financial services designations considered an asset
Responsibilities
- Generate new sales opportunities through high volume inbound inquiries, referrals, prospecting activities, and lead follow-up (100-300+ daily calls)
- Conduct thorough client needs assessments to identify insurance and financial protection requirements
- Recommend appropriate individual insurance solutions based on clients' personal, family, and financial circumstances
- Prepare and present insurance proposals and product illustrations
- Consistently achieve or exceed individual sales targets and performance metrics
- Develop and execute personal business development plans to grow market presence and client acquisition
- Maintain a strong pipeline of prospective clients and actively manage opportunities through the sales cycle
- Build and maintain strong relationships with clients through exceptional service and ongoing communication
- Conduct annual reviews to ensure coverage remains aligned with clients' evolving needs
- Identify opportunities for cross-selling and additional protection solutions
- Resolve client concerns promptly and professionally
- Generate referrals and build long-term relationships that contribute to client retention and business growth
- Maintain expert knowledge of individual insurance products, underwriting requirements, and industry trends
- Educate clients on policy features, benefits, exclusions, and pricing considerations
- Stay informed about changes in legislation, taxation, and insurance regulations impacting clients
- Maintain accurate client records and documentation within CRM and other systems
- Ensure all sales activities comply with applicable insurance regulations, privacy requirements, and company policies
- Complete required licensing, continuing education, and regulatory training requirements
- Follow established procedures for documentation, disclosures, and suitability assessments
- Submit applications and supporting documentation accurately and within established timelines
- Partner with underwriting, client service, and administrative teams to deliver a seamless client experience
- Participate in sales meetings, training programs, and professional development initiatives
- Share market intelligence, client feedback, and competitive insights with leadership
- Other duties as assigned
Benefits
- Uncapped commission structure that rewards production and growth
- A supportive culture, with opportunities to grow, and where team members feel valued and empowered to thrive
- The opportunity to build a career as a trusted advisor helping clients protect what matters most
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
