Location: Beaumont, AB, Canada
We are seeking an experienced Senior Insurance Advisor to join our team. You will promote and educate clients on insurance products, manage relationships, and help grow our local presence.
Responsibilities
- Promote and educate clients on insurance products.
- Take ownership of client relationships and help grow our presence and profile in the local community.
- Manage complex insurance cases.
- Coach and mentor junior team members.
- Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on underwriting principles.
Qualifications
- At least 2–3 years of industry experience.
- Insurance broker level 2 license, and working towards CAIB/CIP (financial support provided).
- Proven track record of achieving sales targets.
- Strong ability to build authentic client relationships.
- Excel...