Insurance Advisor Jobs in Winnipeg, MB | S&P Data

S&P Data

Description:

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Job Responsibilities:

  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
  • Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
  • Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
  • Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
  • Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence
  • Regularly review individual business results and adjust activities as required to meet established targets
  • Deliver on our clients vision to be among the world’s most trusted and successful financial institutions

Job Requirements:

  • Life/A&S License (HLLQP/LLQP)
  • Post-secondary degree or equivalent
  • 1-2+ years’ professional sales experience in the Insurance Industry
  • Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
  • The ability to develop and maintain strong client relationships
  • Digital literacy using a variety of systems and tools
  • Flexibility to work scheduled shift
  • Shift scheduled between the hours of Monday – Friday (8am – 8pm), Saturday (8.30am – 4.30pm)
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist) an asset but not mandatory

To apply for this job please visit www.careerjet.ca.

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