Servus Credit Union
Full-Time Insurance Planning Specialist
Job Description
Step into a rewarding career as an Insurance Planning Specialist with Servus Credit Union, the largest credit union in Canada. Collaborate with members to identify their insurance needs and provide tailored solutions from one of our Alberta locations.
This full-time role at Servus Wealth Strategies Team focuses on helping members integrate insurance into their holistic financial plans. You will engage with existing policyholders to renew contracts and discover new requirements while supporting Retail and Wealth partners to deliver optimal member service. Continuous professional development is encouraged through training programs and industry courses.
Key Responsibilities:
• Identify members’ insurance needs through consultations
• Proactively reach out to existing policyholders for reviews
• Refer members to Financial Advisors and Wealth Specialists
• Support Retail and Wealth partners with member-centered focus
• Maintain up-to-date insurance industry knowledge
This full-time role at Servus Wealth Strategies Team focuses on helping members integrate insurance into their holistic financial plans. You will engage with existing policyholders to renew contracts and discover new requirements while supporting Retail and Wealth partners to deliver optimal member service. Continuous professional development is encouraged through training programs and industry courses.
Key Responsibilities:
• Identify members’ insurance needs through consultations
• Proactively reach out to existing policyholders for reviews
• Refer members to Financial Advisors and Wealth Specialists
• Support Retail and Wealth partners with member-centered focus
• Maintain up-to-date insurance industry knowledge