Life Insurance Sales & Service Advisor

Life Insurance Sales & Service Advisor - Desjardins Agent Team Member

Location: Calgary - Royal Oak NW
Type: Full Time

About the Agency

Ali Velji Insurance Agency, Desjardins Insurance Agent, is committed to helping individuals, families, and business owners protect what matters most. We take pride in providing personalized advice, exceptional service, and comprehensive insurance solutions that support our clients' long-term financial security.

As our agency continues to grow, we are looking for a motivated and relationship-driven Life Insurance Sales & Service Advisor to join our team.

Position Overview

In this role, you will manage and support an existing portfolio of life insurance clients while actively identifying opportunities to grow the agency through referrals, networking, and community engagement. You will serve as a trusted advisor, helping clients assess their insurance needs and providing tailored solutions to protect their families, businesses, and financial futures.

This position is ideal for a highly motivated professional who enjoys building lasting relationships, delivering exceptional service, and driving sales growth.

Key Responsibilities Client Service & Relationship Management

• Serve as the primary point of contact for an existing portfolio of life insurance clients.
• Conduct annual policy reviews to ensure coverage remains aligned with clients' changing needs and goals.
• Respond promptly to client inquiries regarding coverage, policy changes, beneficiary updates, and claims assistance.
• Build strong, long-term relationships through proactive communication and exceptional service.

Insurance Sales & Business Development

• Identify opportunities to cross-sell and up-sell life, living benefits, disability, and other insurance solutions.
• Conduct comprehensive needs analyses and provide recommendations tailored to each client's financial objectives.
• Generate new business through referrals, networking, community involvement, and proactive prospecting activities.
• Develop and maintain a strong pipeline of qualified prospects.

Financial Protection Planning

• Educate clients on the importance of life insurance and related protection products.
• Present customized insurance solutions that help clients achieve their protection and financial goals.
• Guide clients through the application and underwriting process from start to finish.

Documentation & Compliance

• Maintain accurate client records and manage activity within the agency CRM.
• Ensure all client interactions, applications, and recommendations meet regulatory and company compliance standards.
• Stay current on industry trends, product updates, and best practices.

Qualifications

• Active Alberta Life Insurance License (required).
• Previous experience in life insurance, financial services, or consultative sales.
• Strong relationship-building and communication skills.
• Proven ability to identify opportunities and generate new business.
• Self-motivated with a results-oriented mindset.
• Excellent organizational and time-management skills.
• Comfortable using CRM systems and Microsoft Office applications.
• Ability to work independently while contributing to a collaborative team culture.

What We Offer

• Competitive base salary plus commission and bonus opportunities.
• Existing client portfolio to service and develop.
• Ongoing training, mentorship, and professional development.
• Access to industry-leading products and resources.
• Supportive team environment with opportunities for career growth.
• The opportunity to make a meaningful impact by helping clients protect what matters most.

Why Join Our Team?

At Ali Velji Insurance Agency, we believe in building lasting relationships and making a difference in our clients' lives. If you are passionate about helping people, enjoy consultative sales, and are looking for an opportunity to grow your career with a respected organization, we would love to hear from you.

Apply today and help families and businesses build a more secure future.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.