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Are you passionate about wealth management?
Are you a great communicator who enjoys building relationships?
Reporting to the Regional Manager, Wealth Management, the Insurance Specialist is responsible for developing, maintaining and enhancing employee and member relationships through the purchase and maintenance of numerous insurance solutions. This is achieved by conducting discovery interviews with members and prospects to identify individual needs and goals and creating an appropriate solution, while maintaining consistent practices. In addition, they will promote Servus Wealth Strategies Investment Specialists and retail network by proactively identifying and referring qualified opportunities.
Networking and Support
Servus Credit Union is one of Canada’s 50 Best Managed Companies and recognizes that our most valuable assets are our employees. We offer continued growth and career advancement and reward employees for their efforts and achievements. Servus Credit Union has also been recently recognized by Alberta Venture as one of the top 3 employers in Alberta for Human Resources Practices and Policies.
All interested applicants can submit their resume to email@example.com
To obtain further information please call Laurie Fenske, Regional Manager Wealth Management, Servus Credit Union: 780.638.8469
We thank all applicants for their interest in Servus Credit Union.
Note: This is a full-time temporary position.
Customer/Member Service; Insurance; Wealth Management
At Servus, our employees are our most valuable assets.
We offer continued growth and career advancement and reward employees for their efforts and achievements.