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Life and Health Advisor
AMA - Alberta Motor Association. Report to the Director of Business Development .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Life and Accident & Sickness insurance, providing tailored advice and support to clients while fostering strong relationships. Excels in communication and customer service, ensuring a positive experience for clients and colleagues alike.
Highest-signal resume keywords
Life License Qualification Program (LLQP)Active Life and Accident & Sickness LicenseKnowledge of Life & Health Insurance ProductsCustomer Service SkillsSales Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Needs AssessmentPolicy DocumentationProduct Value ExplanationClient Relationship ManagementSales Experience
Soft Skills
Excellent Communication SkillsTeamworkOrganizationEmpathyPunctuality
Certifications & Qualifications
Life License Qualification Program (LLQP)CFPCLU
Industry Keywords
Life InsuranceAccident InsuranceSickness InsuranceClient RetentionCustomer Experience
About the role
Key responsibilities & impact- Report to the Director of Business Development
- Identify clients’ insurance needs and advise on products and coverages
- Explain product value and pricing in a simple, empathetic, and professional manner
- Build client relationships, understand changing needs, and retain business
- Support existing clients with policy questions and updates
- Accurately document client needs, discussions, and sales
- Deliver a TYLF (treat you like family) experience to clients and co-workers
Requirements
What you’ll need- High school diploma or equivalent
- At least 1-2 years of experience in the Life and Accident & Sickness industry
- Life License Qualification Program (LLQP)
- Active Life and Accident & Sickness license
- Industry designations such as CFP and CLU are advantageous
- Excellent communication skills
- Ability to work in a team and unsupervised environment
- Knowledge of Life & Health Insurance products, services, and coverages
- Strong organization and punctuality
- Customer service and sales skills
Benefits
Comp & perks- Competitive salary and flexible benefits
- Employer-paid retirement savings program
- Employee-exclusive discounts on travel, insurance, memberships, and more
- Free travel medical insurance for you and your immediate family
- Ongoing professional development
- Paid vacation and personal days, including a Volunteer Day and Me Day
- Flexible work models that make sense for your lifestyle