38 Insurance jobs in Calgary

Now accepting applicants for Focus Group studies. Earn up to $850 per week part-time working from home. Must register to see if you qualify. No Customer Service Representative Agent experience needed.

Customer Service Representative Agent Work From Home - Part Time Remote Focus Group Panelists

Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Market Research assignments.

With most of our paid focus group studies, you have the option to participate remotely online or in-person. This is a great way to earn additional income from the comfort of your home.

Compensation:
$5- 150 (per 1 hour session)
300- 850 (multi-session studies)
Job Requirements:
Show up at least 10 mins before discussion start time.
Participate by completing written and oral instructions.
Complete written survey provided for each panel.
MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date.
Qualifications:
Must have either a smartphone with working camera or desktop/laptop with webcam
Must have access to high speed internet connection
Desire to fully participate in one or several of the above topics
Ability to read, understand, and follow oral and written instructions.
Customer service representative agent experience is not necessary.
Job Benefits:
Flexibility to take part in discussions online or in-person.
No commute needed should you choose to work from home remotely.
No minimum hours. You can do this part-time or full-time
Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
You get to review and use new products or services before they are released to the public.
You must apply on our website and complete a set of questionnaire to see if you qualify.

This position is perfect for anyone looking for temporary, part-time or full-time work. The hours are flexible and no previous experience is required. If you are a customer service representative agent or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income.

**Description**
**Please submit a CV/resume, and official or unofficial transcript in 1 PDF with your application.**
**The Business**
Are you looking for a challenging actuarial internship position where you could have the opportunity to learn something different every day? Do you want to expand your knowledge and expertise within the actuarial field and have the opportunity to work with experienced actuaries that can help you to develop your skills? Then the Insurance Consulting and Technology team at WTW is perfect fit for you.
WTW is looking for a Property & Casualty Actuarial Intern to work on project teams focused on performing reserve studies, capital management activities and pricing analyses for our insurance company and self-insured clients.
You will be responsible for data preparation as well as producing and analysing initial results. You will work closely with a variety of consultants and project managers who will help you increase your insurance knowledge and sharpen your actuarial skills.
**The Role**
+ Deliver quality work in accordance to project deadlines
+ Contribute to data preparation work for reserving projects
+ Preparation of new actuarial/industry reports
+ Participate to pricing analyses or capital management projects
+ Build relationships internally and collaborate effectively on cross-functional teams
+ Work with colleagues from various practices and regions on assignments reflecting the client's broader business issues.
**Qualifications**
**The Requirements**
+ Not be a student at an university subject to the university recruitment for internships in actuarial science rules, established by Université Laval, Université de Montréal and Université du Québec à Montréal
+ Enrolled in a post-secondary educational institution with a focus in Actuarial sciences, Mathematics, Statistics or any relevant program
+ Successful completion of one or more actuarial exams highly preferred.
+ Work experience that demonstrates strong technical and/or client service skills and leadership skills
+ Strong analytical skills including ability to draw conclusions and identify trends from data in a logical, systematic way
+ Strong written and oral communication skills
+ Flexibility and proven ability to diagnose and resolve issues
+ Excellent Microsoft Office skills, particularly in Excel and Access
+ Ability to work both independently and enjoy a busy environment
+ Well organized and detail oriented
+ Ability to ask the right questions and seek help where appropriate
+ Please submit a CV/resume, and official or unofficial transcript in 1 PDF with your application
**The Application Process**
+ Stage 1: Online application and recruiter review
+ Stage 2: Online assessments
+ Stage 3: Pre-recorded video interview
+ Stage 4: Live video interview with hiring manager and team
+ Stage 5: Offer and onboarding
**Recruiting Tips**
WTW specializes in preparing for the unknown. Here's how to get ready for the big day: committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email** ** ** **.**

**Work Location:**
Calgary, Alberta, Canada
**Hours:**
35
**Line of Business:**
Legal
**Pay Details:**
$110,600 - $155,000 CAD
The pay details posted reflect a temporary market premium specific to this role that is reassessed annually.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview**
At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated and professional development is taken seriously. More than just a job, we offer rewarding careers.
**Job Description**
Reporting to a Practice Leader in Alberta, Counsel II handles assigned insurance legal matters, represents TD Insurance or its policyholders in civil litigation matters involving claims for damages and compensation for personal injury or property damage of varying value with legal issues of ranging complexity.
Hybrid work model.
Main Responsibilities
+ Develop and revise appropriate legal strategy for questioning, investigation, handling and trial of cases.
+ Communicate with TD Insurance analysts and insured clients, as appropriate.
+ Conduct necessary and appropriate Questionings, applications, trials, and mediations.
+ Research the law applicable to cases or matters.
+ Draft legal documents, pleadings, applications and legal factums as required.
+ Remain current with developments in the law.
**Job Requirements**
+ Completion of law school with LLB and admission to the bar in Alberta.
+ 5+ years' experience as a lawyer with a background in insurance defense litigation or other litigation, including personal injury or general litigation.
+ Knowledge of legal and court documents and procedures.
+ Knowledge of standard office equipment and word processing.
+ Excellent oral and written communication skills.
+ Ability to communicate effectively.
+ Ability to edit and proof legal documents.
+ Motivated self-starter with capability to work productively under pressure.
+ Strong interpersonal and client service skills, professional and positive demeanor.
+ Superior organizational and priority setting skills, strong work ethic and ability to multi-task.
+ Conceptual and creative problem solving skills
**Additional Information**
We wish to thank all applicants. Only successful candidates will be contacted for interviews.
**Who We Are:**
As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.
TD Insurance offers a wide range of products, including General Insurance and Life and Health. More than four million customers count on us.
As the largest direct to consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada-wide workforce.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

**Work Location:**
Calgary, Alberta, Canada
**Hours:**
35
**Line of Business:**
Legal
**Pay Details:**
$93,100 - $125,000 CAD
The pay details posted reflect a temporary market premium specific to this role that is reassessed annually.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview**
At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated, and professional development is taken seriously. More than just a job, we offer rewarding careers.
**Job Description**
Reporting to a Practice Leader in Alberta, Counsel I handle assigned insurance legal matters, represents TD Insurance or its policyholders in civil litigation matters involving claims for damages and compensation for personal injury or property damage of varying value with legal issues of ranging complexity.
Hybrid work model.
Main Responsibilities:
+ Develop and revise appropriate legal strategy for questioning, investigation, handling and trial of cases.
+ Communicate with TD Insurance analysts and insured clients, as appropriate.
+ Conduct necessary and appropriate questioning, applications, trials, and mediations.
+ Research the law applicable to cases or matters.
+ Draft legal documents, pleadings, applications and legal factums as required.
+ Remain current with developments in the law.
**Job Requirements**
+ Completion of law school with LLB and admission to the bar in Alberta.
+ 2 to 5 years' experience as a lawyer with a background in insurance defense litigation or other litigation, including personal injury or general litigation.
+ Knowledge of legal and court documents and procedures.
+ Knowledge of standard office equipment and word processing.
+ Excellent oral and written communication skills.
+ Ability to communicate effectively.
+ Ability to edit and proof legal documents.
+ Motivated self-starter with capability to work productively under pressure.
+ Strong interpersonal and client service skills, professional and positive demeanor.
+ Superior organizational and priority setting skills, strong work ethic and ability to multi-task.
+ Conceptual and creative problem solving skills
**Who We Are:**
As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.
TD Insurance offers a wide range of products, including General Insurance and Life and Health. More than four million customers count on us.
As the largest direct to consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada-wide workforce.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Wage: $16.75 per hour
We are looking for a part time **Customer Service and Sales Associate** with a **passion** to drive customer satisfaction through providing outstanding service. If this is you and you're ready for your next destination then you have cruised to the right spot!
**Hertz** offers a Competitive **Compensation** package! You have the potential to earn a bonus incentive which averages an **additional $7.96** per hour in addition to your hourly pay!
**Benefits and Perks:**
Not only do you get to be part of an organization where you Drive your Potential, Power your Passion! Below are a few perks and discounts:
+ Up to 40% off the base rate of any standard Hertz rental
+ Discounted Travel, gym membership and Food
+ Career Growth with hands-on learning
**Essential Requirements**
The **Customer Service Sales Associate** consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receive world class customer service and sales support.
**Qualifications:**
Strong oral and written communication skills. Must have the ability to build relationships with customers. This position requires strong multitasking. The ability to upsell and overcome customer objections. Display a high level of ownership, accountability, and initiative.
**Apply** today and shift your **career** into drive for **tomorrow!**
The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world.

**Who Are We?**
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
**Job Category**
Underwriting
**Target Openings**
1
**What Is the Opportunity?**
The Middle Market segment within our Business Insurance group at Travelers underwrites and markets a diverse portfolio of risks covering a specialized product range to meet the needs of mid-sized businesses. This Account Executive Officer (AEO), Middle Market role will partner with brokers to provide Commercial, Construction, Technology, Ocean Marine, Passenger Transportation coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and have the ability to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Responsible for the profitability, growth, and retention of an assigned book of business through advanced knowledge and understanding of Travelers risk appetite to make appropriate decisions within own underwriting authority.
+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
+ Develop and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
+ Develop, foster and maintain relationships with external partners by regularly meeting with brokers to market and sell Travelers products, leveraging a full range of product knowledge, with a goal of writing and retaining accounts consistent with our risk appetite.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Independently develop and execute sales plans, and partner with your Managing Director (MD) to develop group sales plans, to ensure retention and new business targets are met.
+ May assist in the training and mentoring of less experienced Account Executives.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree
+ Six to eight years of relevant insurance or underwriting experience
+ Deep knowledge of property/casualty insurance products, the regulatory environment, and the local insurance market
+ Relevant experience interacting with brokers
+ Chartered Insurance Professional (CIP) or other insurance-related designation
+ Strong financial acumen, including the ability to analyze financial statements and client's loss history
+ Strong critical thinking skills, with the ability to proactively identify underwriting, marketing or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite
+ Excellent communication skills, with the ability to successfully negotiate with brokers in difficult situations
**What is a Must Have?**
+ Four years of relevant insurance or underwriting experience
+ Valid driver's license or alternative means of transportation
+ Travel 10-25% of time
**What Is in It for You?**
+ **Health Insurance:** Employees and their eligible family members - including spouses, partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers provides a core contribution of 3% of your total eligible earnings to your Deferred Profit Sharing Plan ("DPSP"). Travelers also matches your savings plan contribution dollar-for-dollar up to 5% of base pay.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off ("PTO") annually, plus the opportunity to purchase additional days to allow for up to a total of 36 PTO days per year. You will also receive twelve paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .

**Wealth Management & Insurance Planning Specialist**
_Hub Financial - Calgary, AB_
Hub Financial, a division of HUB International, is one of Canada's largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
**About The Role**
As a **Wealth Management & Insurance Planning Specialist** , you will play a vital role in growing and retaining HUB's client portfolios. In this position, you'll have the opportunity to take over and expand upon an existing client base from HUB's established book(s) of business. Your responsibilities will include maintaining and nurturing current client relationships, offering financial planning and risk management advice, and establishing new connections both within and beyond your existing portfolio.
**What You'll Do**
+ Initiate proactive communication with existing clients to maintain strong relationships and ensure their financial needs are met
+ Cultivate new client relationships by identifying potential clients and demonstrating the value of our services
+ Offer comprehensive financial planning services that encompass insurance and investment strategies.
+ Analyze clients' financial situations, goals, and risk tolerance to tailor personalized financial plans.
+ Complete insurance and investment applications, ensuring accuracy and compliance with regulatory requirements.
+ Execute various financial transactions and trades on behalf of clients with precision and timeliness.
+ Identify potential areas for portfolio growth and propose suitable strategies to clients
+ Stay up-to-date with the latest industry trends, financial products, and regulatory changes.
+ Continuously enhance expertise in insurance, mutual funds, segregated funds, GIA's, annuities and other financial products to provide the best advice to clients.
**What You'll Need for Success**
+ Certified Life Insurance Agent (completion of LLQP)
+ Mutual Fund licensed
+ In-depth knowledge of segregated funds, mutual funds, GIA's, annuities, and life insurance products
+ Advanced financial planning knowledge and experience
+ Positive attitude, approachable and engaging
+ Reliable and responsive to customer service inquiries/needs
+ Clear written and oral communication skills; can express a concept clearly and concisely
+ Demonstrates competence using MS Office, CRM, and planning software(s)
**What's in it for you?**
Your well-being is our priority, and we back this up with a wealth of benefits:
+ **Competitive Compensation:** Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
+ **Work-Life Balance:** Enjoy flexible work arrangements and generous time off to support your personal and professional life.
+ **Tailored Benefits:** Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
+ **Career Growth and Support:** Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues-everything you need to support your growth and excel in your career.
+ **Exclusive Perks:** Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
**Why Choose HUB?**
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International ( HUB International**
Headquartered in Chicago, Illinois, Hub International Limited ( is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
We're not just an insurance broker, we're a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.
If you're interested in learning how you can grow your career at HUB, visit our Careers Page ( to explore our opportunities.
_HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience._
#LI-hybrid
#LI-EM
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Up to 25%
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Job Description

Job Description

TITLE: Advisor, Insurance & Estate Planning
LOCATION: Calgary, AB
REPORTING: VP, Insurance & Estate Planning

JOB PURPOSE: Why does the role exist?
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance &
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication
as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.

KEY ACCOUNTABILITIES:
• Promotes and fosters a culture of compliance throughout the firm.
• Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory
community.
• Demonstrates knowledge on the strategic use of life and health insurance.
• Builds and develops centers of influence.
• Promotes the firm to our Integrated Advisory community and network as an expert in the field
of advanced life insurance applications.
• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth
clients and their professional advisors.
• Implementation of life insurance strategies for high-net-worth individuals and their
corporations, under the direction of the VP.
• Provides unambiguous, inspired leadership and sound management that establishes credibility
and promotes a team culture.
• Develops and maintains relationships with the firm, senior team, their financial advisors and
their clients.
• Reviews client situations and makes appropriate recommendations to financial advisors and/or
their clients.
• Creates superior and unique client presentations and provides input on marketing strategies.
• Participates in the creation of new business submissions. delivering policies and conducting
annual reviews.
• Attends conferences, seminars and workshops to advance skills and professional development.

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate
Planning Division.
• Responsible for the identification, development, and implementation of strategies and initiatives
to enhance sales opportunities.
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.

CLIENT MANAGEMENT
• Relationship manager with our Integrated Advisory community.
• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of
business.

BUSINESS DEVELOPMENT
• Provides support to VP Insurance & Estate Planning
• Partnering with our accounting partners, financial advisors and associates to provide planning
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool.
• Develops and maintains a strong center of influence to promote the company's business model.
• Attends and participates in presentations to prospective clients as required.

LEADERSHIP AND TEAM DEVELOPMENT
• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
• Fosters an atmosphere of teamwork and cohesiveness.
• Assists in training, education and professional development for team members.

FINANCIAL & BUSINESS PERFORMANCE
• None.

FUNCTIONAL COMPETENCIES
• A love for the financial services industry, specifically insurance planning and a desire to grow
in the field.
• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook
and PowerPoint.
• Excellent interpersonal and public speaking skills.
• Aptitude in decision-making and problem-solving.
• Excellent written and oral communication skills
• Excellent time management and organizational skills
• Detail oriented self-starter, able to jump in and learn quickly
• Life long learner
• Ability to embrace new opportunities and thrive in a fast paced constantly evolving
environment
• Accountable to high level of client service with a focus on maintaining and building strong client
relationships
• Results oriented with demonstrated flexibility
• Ability to offer effective and efficient service and solutions

QUALIFICATIONS
• College and/or University degree or equivalent.
• A minimum of 8-10 years experience in life insurance sales; appropriate combination of
education and experience will be considered.
• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance
and living benefit concepts.
• CFP and CLU designations required with an appetite for ongoing professional development.
• Proven track record in insurance sales including underwriting, and advanced planning.

Job Description

Job Description

Do you speak Tagalog / Bisaya and possess a LLQP license (within the last 2 years) that allows you to sell life, accident and sickness insurance products? We want to talk to you.

As one of the top Desjardins Insurance agencies in Canada, we are looking for a motivated professional with demonstrated life insurance sales experience who wants an opportunity to market a full suite of insurance and financial services products instead of just a single product line.

Key Responsibilities for this position include:

• Inside Sales and Customer Service Role: Selling and servicing a full suite of insurance and financial services products ranging from auto, home, commercial, life, disability and other financial services to both existing and new clients.

• Telephone Sales: Answering inbound customer sales inquiries, following up with leads, conducting insurance and financial reviews, and creating additional opportunities by cross selling and pivoting.

• Referral Marketing Activities: No cold calling but you should not be afraid of picking up the phone to build referral relationships with industry partners such as car dealers, realtors property managers and being a centre of influence within your community. Success is being comfortable doing the uncomfortable.

• Be a Trusted Advisor: As a trusted professional providing insurance and financial services, you must have no previous criminal nor poor credit history (bankruptcies/collections/bad debts). Minimum credit score of 650. You must practice what you preach.

This is not a multi-level marketing and recruiting job to sell to your family and friends.

We are a traditional insurance company focused on product sales and service and not about recruiting your family and friends. Conversations start with home and auto insurance first.

We provide:

• Income Stability: We offer competitive base salary, commissions, quarterly and annual bonuses with an expected annual target income between $55,000 - $70,000 in your first year.

• A Winning Office Environment: This is an in-office role and not a remote nor part-time job. It’s a career opportunity to be mentored and developed within a team.

• All Work-related Costs: We cover all licensing, training, equipment, and continuing education costs. We pay you to work with us and not the other way around.

• Work / Life Balance: Monday to Friday 9:00 am to 5:00 pm. No evenings, weekends, nor travelling to see clients.

Having both a LLQP license (to market life, accident and sickness products) and a General Level 1 Insurance license will be an employment requirement to start. Free training to pass an insurance exam is provided to committed candidates who don’t hold a General Insurance license. Advancement opportunities are available.

If you are serious about success, personal development and willing to work hard to better your career and financial future, please apply through this site with your resume and cover letter to:

Desjardins Insurance - Ted Yan
203 - 8408 Elbow Dr SW
Calgary AB
T2V 1K7
“Providing Insurance and Financial Services"

No telephone calls please. Only LLQP licensed candidates that meet our criterias will be considered.