Insurance Planning Specialist at Servus Credit Union

Elevate your career as an Insurance Planning Specialist with Servus Credit Union in Calgary, Edmonton, or Red Deer. This full-time role focuses on helping members find tailored insurance solutions for their financial plans.
As a key member of the Servus Wealth Strategies Team, you’ll provide expert advice on individual life, disability, and critical illness insurance. Your role will involve proactive outreach to existing policyholders, identifying their changing needs, and collaborating with financial advisors to deliver holistic support.
Key Responsibilities:
• Assess and interpret members' insurance needs
• Provide tailored insurance solutions for clients
• Conduct reviews with existing policyholders
• Collaborate with finance and wealth partners
• Stay updated on industry trends and training
Requirements:
• Minimum 2 years of experience in insurance
• Valid Life/Accident and Sickness Insurance License in Alberta
• Experience in life and disability in...