Insurance Advisor III at The Co-operators
C
Co-operators
📍 morinville, ab, Canada
Job Description
Drive your insurance career with The Co-operators as an Associate Insurance Advisor III, delivering exceptional sales and service for life and wealth products. Engage clients and enhance their coverage experience.
In this pivotal role, you will support agency operations through effective inbound sales and service in life and wealth insurance. Your expertise will guide clients in selecting the best coverages, while you achieve individual sales goals and contribute to agency growth. Being proactive in client portfolio management and responding to inquiries will be key to your success.
Key Responsibilities:
• Conduct inbound sales and service for insurance products
• Recommend tailored coverage options to clients
• Prospect for additional products that meet needs
• Complete risk assessments according to guidelines
• Build strong client relationships and resolve issues
Requirements:
• At least 2 years of insurance industry experience
• General Insurance licens...
In this pivotal role, you will support agency operations through effective inbound sales and service in life and wealth insurance. Your expertise will guide clients in selecting the best coverages, while you achieve individual sales goals and contribute to agency growth. Being proactive in client portfolio management and responding to inquiries will be key to your success.
Key Responsibilities:
• Conduct inbound sales and service for insurance products
• Recommend tailored coverage options to clients
• Prospect for additional products that meet needs
• Complete risk assessments according to guidelines
• Build strong client relationships and resolve issues
Requirements:
• At least 2 years of insurance industry experience
• General Insurance licens...