Insurance Solutions Advisor at Servus Credit Union
Connect First Credit Union
Full-time
Other-General
Location
red deer, ab, Canada
Posted
June 27, 2026
Job Description
Join Servus Credit Union as an Insurance Planning Specialist, serving Calgary, Edmonton, or Red Deer. This full-time position focuses on providing holistic insurance solutions to members for their financial health.
You will be a trusted advisor, helping members navigate their insurance needs and connecting them with financial experts when necessary. Your proactive outreach and member-centered approach will enhance client satisfaction and retention.
Key Responsibilities:
• Assess individual financial and insurance needs
• Advise on life, disability, and critical illness insurance
• Review existing policies with current clients
• Collaborate with financial and business advisors
• Maintain current knowledge of insurance regulations
Requirements:
• At least 2 years of experience in the insurance sector
• Life/Accident and Sickness Insurance License required
• Skill in analyzing client needs and offering solutions
• Experience in selling life and disabili...
You will be a trusted advisor, helping members navigate their insurance needs and connecting them with financial experts when necessary. Your proactive outreach and member-centered approach will enhance client satisfaction and retention.
Key Responsibilities:
• Assess individual financial and insurance needs
• Advise on life, disability, and critical illness insurance
• Review existing policies with current clients
• Collaborate with financial and business advisors
• Maintain current knowledge of insurance regulations
Requirements:
• At least 2 years of experience in the insurance sector
• Life/Accident and Sickness Insurance License required
• Skill in analyzing client needs and offering solutions
• Experience in selling life and disabili...