Search jobs > Lethbridge, AB > Financial advisor

Financial Insurance Advisor

Serenia Life Financial
Lethbridge, Alberta, Canada
$70K a year (estimated)
Full-time

Location : Alberta

Type : Full Time

Imagine working for a company that is both Human and Kind ...

At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century.

Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial Representative it will be essential to the role, that deep relationships are created through being Human and Kind.

This will assist our clients in making smart choices that will allow them the greatest chance of achieving their financial goals.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

If you are looking to :

  • Work in SALES in an uncapped earning environment with unlimited growth potential
  • Have a flexible schedule & be in business for yourself but not by yourself
  • Help Canadians achieve financial security through leading edge products

Key Accountabilities :

  • Coordinating and compiling new business quotes and renewals
  • Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services
  • Provide a high level of customer service
  • Applying best practices in all interactions through being ethical, professional and doing so with integrity
  • Digital Wealth Management (Insurance, Investments and Mortgages)

Requirements :

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals / quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • LLQP or Willing to obtain

What sets us apart?

  • Competitive compensation structure, bonuses and monthly sales contests
  • Ongoing Training that is focused on improving the skill set and technical knowledge of our team
  • Yearly Sales Conventions
  • Getting to work in a team enviorment that has a strong focus to giving back to our communities
  • A remote work from home opportunity, to create your optimal work / life balance

Anticipated Commission + Bonus Income 50K - 75K

8 days ago
Related jobs
Promoted
Neilson Financial Services Limited
Canada

We are currently looking for a highly skilled, driven, and enthusiastic Full-Time Life Insurance Sales Advisor to join our growing Canadian team! As a Life Insurance Sales Advisor, you will play a pivotal role in helping individuals and families make informed decisions about their financial security...

Serenia Life Financial
Lethbridge, Alberta

At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial Representative it will be essential to the rol...

RBC
Canada

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and fin...

Promoted
Vaco
Canada

They are currently looking for a Senior Financial Analyst to join their team!. Identify and build financial reporting including models and templates using a documented, auditable, and logical process. Business Partner throughout the organization to provide insights and to ensure that financial trans...

Promoted
Koho Financial Inc
Canada

We’re looking for a Security Analytics and Incident Response Analyst to join our team for a role to work remotely based in Canada. You have a passion for cyber security, especially within financial institutions. ...

Promoted
IFG International Financial Group Ltd
AB, Canada

Senior Tax Analyst - Commodity Tax. ...

Promoted
PayScale, Inc.
Canada

As a Senior Financial Analyst on the team, you will partner with key stakeholders in our Go-to-Marketing (GTM) organization to provide recommendations and insights. Work with leadership to understand and develop new ways to analyze our financial results with emphasis on influencing profitability and...

Promoted
OpenText
Canada

Reporting to the Manager, FP&A, a Senior Financial Analyst within the Corporate Finance team, will be a critical member of the finance team, responsible for providing support to corporate FP&A, including but not limited to analytics, budgeting, forecasting, and reporting. The individual will have a ...

Promoted
Intello Technologies Inc.
Canada

As a Senior Financial Analyst, TAC Product & Engineering you will be an integral part of the Finance team. You will partner with internal stakeholders, across the organization and internationally, as well as financial professionals, in the presentation of financial results. In addition to leading th...

Recruitment Partners
Alberta, CA

Our client is looking for a Senior Financial Analyst to join their team in Edmonton. Prepare budgets and financial forecasts, along with monthly financial statements and reports. Provide strategic financial and cash flow guidance to the company’s principals and assist in the financial manageme...