Life & Living Benefits Advisor
Harvard Western Insurance
Our team is growing. We are seeking a results-oriented professional to join our Life and Living Benefits Team. This role is ideal for someone who is passionate about helping individuals, families and businesses. Leading with a needs-based approach, you guide clients to understand their risks and protect against uncertainty through innovative solutions and extraordinary service.
Key Responsibilities: Grow our client base by prospecting within our existing client relationshipsActively manage client leads, referrals and applications.
Deliver personalized, ongoing insurance solutions to help clients work toward their goals and protect against risk.
Develop and maintain strong client relationships through excellent service and regular reviews. Competencies: LLQP certification required
Knowledge in Farm and Business Life Insurance market
Minimum 1-2 years of professional sales experience
Experience providing insurance solutions to individuals and families
Goal-oriented with a strong work ethic
Self-motivated, highly driven
Excellent communication & presentation skills, both verbal and written
Business development and prospecting skills
Positive attitude with Growth mindset
Team player who can work independently
Strong character and integrity
Continuous learner with a deep interest in client needs
Ability to build trust, develop and maintain relationships Qualifications: The successful candidate will have experience as a licensed Life Advisor. Ideally the candidate will have a university degree supported by industry designations.
You are known for your business acumen, adhering to a strong compliance culture and ethical standards Harvard Western offers competitive salary with bonuses, a pension plan, group insurance plan. We provide a flex-time work environment to accommodate client and personal needs. We encourage lifelong learning through education and training opportunities.
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