Shape futures as a Licensed Life Insurance Agent with Shelley Orvold Insurance Agency in Alberta. Focus on client consultations and tailored policy management in this vital role.
In this position, you will deliver personalized insurance consultations and make policy recommendations that fit client needs. With a strong emphasis on educating clients about various life insurance products, you will ensure compliance with relevant regulations. Robust communication skills and attention to detail are essential as you assist clients in navigating their options.
Key Responsibilities:
• Assess life insurance needs through personalized consultations
• Educate clients on life insurance offerings and benefits
• Provide policy quotes and recommendations based on needs
• Process applications and monitor the underwriting process
• Handle renewals and manage customer service inquiries
Requirements:
• Active life insurance license in Alberta required
• Minimum 2 years of ex...