Insurance Specialist
$80k - $95k per yearThe WealthCo Group of Companies
Job Responsibility:
The WealthCo Group of Companies (WealthCo) is looking for an enthusiastic and engaged Insurance Specialist to join our growing team and become an exceptional addition to our head office in Calgary, Alberta. This position offers the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive mentorship and ongoing education are a few of the benefits of this role.
An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values. Team members are encouraged to work within their unique ability. By doing what we are passionate about on a daily basis, we become more productive, engaged, and successful.
The Insurance Specialist is responsible for driving life insurance sales by partnering with both licensed and non-licensed Financial Planners. The ideal candidate possesses a strong passion and deep understanding of life insurance, particularly in relation to financial and advanced planning concepts. The Insurance Specialist will continue building and maintaining client relationships, contributing to the overall growth and success of the risk team.
You will support the company's goals through these key accountabilities:
- Collaborate proactively with integrated advisory partners to develop and execute life and living benefits insurance sales strategies.
- Establish and nurture relationships with financial planners and clients to ensure exceptional service delivery.
- Assess client needs and recommend suitable insurance solutions to financial planners and clients.
- Actively participate in client meetings alongside integrated advisory teams and external professional advisors.
- Continually identify, develop, and implement opportunities for sales growth.
- Manage the end-to-end application and underwriting processes, including policy delivery and conducting regular annual policy reviews.
- Actively engage in presentations and discussions with prospective clients to grow the firm's client base.
Successful candidates will require:
- Post-secondary education (College/University degree or equivalent)
- Minimum of 5 years of life insurance sales experience; equivalent combination of education and experience considered.
- LLQP Designation
- Life, Accident, and Sickness licenses in good standing, with robust knowledge of life insurance and living benefits.
- CFP and/or CLU designations considered a significant asset.
- Track record of success in developing and maintaining strong client relationships.
- Demonstrated experience and comfort with public speaking.
- Intermediate to advanced proficiency in Microsoft Office Suite
WealthCo's mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model.
WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.
WealthCo offers competitive salaries based on education and experience, ongoing education and professional development, opportunities for advancement and excellent benefits which include Profit Sharing and RRSP matching.
While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking
Job Type: Full-time
Pay: $80,000.00-$95,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Calgary, AB T2C 3E7: reliably commute or plan to relocate before starting work (preferred)
Education:
- Bachelor's Degree (preferred)
Experience:
- insurance sales: 5 years (preferred)
Licence/Certification:
- LLQP (preferred)
Work Location: In person
Application deadline: 2025-04-11Expected start date: 2025-04-14
- ...WHAT YOU’LL DO: Role: CoolIT Systems, Inc. is hiring a full-time Test Specialist (Mechanical/PCL)to lead passive cold plate loop and vertical rack manifold testing and qualification activities. In this role, you will develop and execute test plans to verify products...SuggestedFull timeCasual work
- ...Strategic Sourcing Specialist ABOUT COOLIT SYSTEMS INC. Founded in Calgary, Alberta in 2001, CoolIT Systems is the leading Direct Liquid Cooling technology provider for data centers, supercomputers, and desktop computers. We design and manufacture solutions used by...SuggestedLong term contractFull timeContract workCasual workWork at office
- ...Insurance Account Representative - Desjardins Agent Team Member Location: Ali Velji Insurance and Financial Services Inc. - Royal Oak, Northwest Calgary Type: Full Time Salary: Competitive base salary + commission About us: Ali Velji Insurance is a leading...SuggestedLong term contractFull timeFor contractors
- ...12-15 years of experience in the Oil & Gas or Petrochemical industry is REQUIRED* Overview We are seeking an Oil & Gas Insurance Risk Specialist to join Insurance Management & Advisory Division (IMAD) of Financial Risk Management (FRMD) at Saudi Aramco. IMAD is within...SuggestedPermanent employmentFull timeContract workRelocationRelocation packageFlexible hours
- ...Job Responsibility: Truthfulness | Fairness | Value | Loyalty As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value...SuggestedFull timeLive InLocal areaRemote workWork from home
- ...100% Remote ~ Working on the latest tech for the Insurtech Market Leader About Us At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone. We are a leading global no-code insurance platform for...Full timeRemote work
$40k per year
...Rooted in Care. Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than 2,300 team members supporting over one million customers across 200+...Permanent employmentFull timeRemote workMonday to friday$55k - $70k per year
...Do you hold a valid LLQP license (active within the last 2 years)? If you're ready to take your life insurance sales career to the next level, we want to hear from you. As one of Canada’s top-performing Desjardins Insurance agencies, we’re looking for a motivated sales...Work at officeMonday to fridayAfternoon shift$60k - $80k per year
...Insurance Sales Representative - Desjardins Agent Team Member Location: Calgary, Alberta Type: Full Time, Permanent Career Position Overview: Seeking a successful Licensed Insurance Team member with experience selling to the consumer insurance market. This TM is...Permanent employmentFull timeFor contractorsWork at officeMonday to friday$36k - $60k per year
...At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of...Long term contractTraineeshipInternship- ...deliver a better world. Join us. Job Description BIM Specialist III Role Purpose The BIM Specialist III leads the... ...-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee...Full timeWork at officeLocal areaWorldwideRelocation packageFlexible hours
$50k - $100k per year
...on earning potential. What You'll Do Meet with individuals and families to understand their financial goals. Recommend life insurance and financial protection solutions. Build long-term client relationships based on trust. Grow your business through referrals,...Long term contractRemote workFlexible hours$55k - $60k per year
...tomorrow, we work together as a community—and you can be a part of that. Our team is looking to fill a current vacant position of Specialist, Communications. This is a full-time position working 35 hours per week anywhere in Canada. Please apply by August 16, 2026....Full timeInternshipWork at officeFlexible hoursAfternoon shift- ...100% Remote ~ Working on the latest tech for the Insurtech Market Leader About Us At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone. We are a leading global no-code insurance platform for...Remote workFlexible hours
- ...of professionals who are committed to remaining exceptional? We look forward to hearing from you. Hatch is seeking Contracts Specialists for its offices in Mississauga, and Calgary for upcoming projects. The ideal candidate should have management and negotiation skills...Long term contractContract workWork at officeLocal areaFlexible hours
$18 - $22 per hour
...benefits & Scholarship Programs (for FT Colleagues) Wellness: Excellent Health benefits including Medical, Dental, Vision, and Life Insurance Employee Assistance Program that offers services such as free counselling services and other benefits. Company-paid sick time...RemplacementFull timePart timeCasual workShift work- ...We are looking for an experienced Braze Specialist to support a customer migration from Salesforce Marketing Cloud (SFMC) to Braze. This is a strategic and technical consulting engagement for someone who has successfully completed similar migrations and can confidently...Part time
- ...resources to our world. Job Description As a Subcontracts Specialist , you will be responsible for managing FLINT's subcontracting... ...project execution. Perks of the Job Comprehensive insurance and benefits package Health Care Spending Account Paid vacation...Full timeContract workFor subcontractorLocal area
- ...looking for a highly skilled and motivated Trader – Market Making Specialist to join our trading team. In this role, you will be... ...Healthcare Plan (Medical, Disability, Dental & Vision) Life Insurance Paid Time Off Potential Equity or Stock Option Plan...Remote work
- ...The Automation Control Specialist is responsible for maintaining, improving, and supporting automated production systems. This role involves... ...Health/Medical Benefit. Group Life & Accidental Death Insurance & Long-Term Disability. Vision/Dental Care. RRSP Program...Long term contractPermanent employmentFull timeShift work
- ...Job Responsibility: Remote Sensing Specialist - ( 250000YT ) Description Grounded in safety, quality, and ethics, our experts lead... ...savings account, life and accidental death & dismemberment (AD&D) insurance, short-term/long-term disability plans, emergency travel...Long term contractFull timeTemporary workPart timeCasual workLocal areaRemote work
- ...Service Law Firm A well-established, full-service law firm in Calgary is seeking a litigation associate (1-5 years call) to join its insurance defence practice. The Opportunity This is an excellent opportunity to work within a collaborative, team-based environment on...Long term contractFull time
- ...Vocational Rehabilitation Specialist - Calgary, Chinook We are growing our team of experienced vocationally focused, Rehabilitation Specialists... ...Knowledge of psychosocial rehabilitation and/or the disability insurance industry is an asset. Knowledge of goal directed; solution...Long term contractFull time
$50k - $60k per year
...Job Responsibility: Loss Mitigation Specialist Calgary, AB or Toronto, ON Salary Range... ...such as lender clients, default lawyers, insurers, property managers and realtors to... ...shortfall sale exceptions within internal and insurer guidelines Negotiate offers and counter...Full timeWork at officeFlexible hours- ...creates opportunity. The Static & Rotating Equipment Engineering team is growing and is actively hiring a Rotating Equipment Engineer/Specialist to join the Operations Engineering organization. In this highly specialized role the individual will provide technical expertise and...Long term contractFor contractors
- ...Job Responsibility: Benefits: Bonus based on performance Dental insurance Employee discounts Health insurance Paid time off Training & development Vision insurance About Orangetheory Fitness: At Orangetheory Fitness, we're more than just a gym. We...Full time
- ...excellence across our business. As a System Planning & Optimization Specialist you will play a critical role at the intersection of advanced... ...coverage needed for their family in the areas of health dental insurance and disability. A paid maternity and parental leave benefit...Long term contractFull timeWork at officeLocal areaWork from homeFlexible hours
- ...ENMAX Values - Safety, Integrity, Accountability, Service, Teamwork, Agility, Innovation The Alberta Reliability Standards (ARS) Specialist will provide compliance oversight and project management to ENMAX Energy Corporation (EEC), via the development, implementation, and...Permanent employmentFull timeWork at officeImmediate startWork from homeMonday to fridayFlexible hours
- ...greater speed and efficiency at rigup.com RigUp is hiring a Specialist, HSE who will support operations across the organization on all... ...off for full-time employees ~ Medical, dental, and vision insurance ~ Telehealth ~401(k) with company matching contribution ~...Full timeWork at officeRemote workWork from homeFlexible hours
- ...We are seeking a dynamic and experienced People and Culture Specialist to support our operations team through a full range of HR functions... ...candidates that are short listed will be contacted for an interview. Benefits: Medical Insurance, Dental Insurance, Paid Vacation...Long term contractFull timeWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance Specialist. Be the first to apply!
- insurance specialist Calgary, AB
- agent d'assurance de la qualité Calgary, AB
- work from home insurance agent Calgary, AB
- insurance broker Calgary, AB
- courtier d'assurance Calgary, AB
- insurance agent Calgary, AB
- représentant représentante en assurances Calgary, AB
- assurance voyages Calgary, AB
- insurance investigator Calgary, AB
- entry level insurance Calgary, AB
