At a Glance
- Tasks: Help clients achieve financial security through insurance, investments, and mortgages.
- Company: Join Serenia Life Financial, a leader in client-focused financial solutions.
- Benefits: Enjoy remote flexibility, competitive pay, and support for your LLQP license.
- Other info: Proactive environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while building your sales career.
- Qualifications: Sales experience in financial services or retail; strong communication skills.
The predicted salary is between 41850 - 51150 $ per year.
Help clients pursue financial security through insurance, investments, and mortgages with Serenia Life Financial. Remote flexibility supports client-focused sales work.
This Financial Insurance Representative position suits proactive professionals with sales experience and strong interpersonal abilities.
You will develop new business, deliver advice, and manage quotes and renewals.
The work centers on understanding clients, earning trust, and providing solutions that support lasting peace of mind.
Key Responsibilities
- Lead client relationships with empathy and integrity
- Prospect outbound and build networks for new business
- Meet clients to understand financial solution needs
- Deliver exceptional service and trusted advice
- Manage quotes and renewal coordination
Requirements
- Proven ability to achieve and exceed sales goals
- Sales background in financial services, real estate, or retail
- Strong written, verbal, and presentation communication
- Proactive problem-solving approach across multiple priorities
- LLQP license or willingness to obtain with support
Bring sales discipline, client empathy, and clear communication to insurance, investment, and mortgage conversations at Serenia Life Financial.
Insurance Sales Advisor Financial Solutions employer: Serenia Life Financial
Serenia Life Financial is an exceptional employer that values its employees by fostering a collaborative and supportive work culture in Alberta. With a strong emphasis on professional development, employees have access to growth opportunities and resources to enhance their skills, making it an ideal place for those seeking meaningful and rewarding careers in finance. The company's commitment to work-life balance and flexible remote options further enhances the appeal of joining their dedicated team.