Insurance Advisor

Insurance Advisor

Location: Edmonton, Alberta

Reports to: Director of Sales

About the Opportunity:

With over 50 years of dedicated service to the CPA community, InsureCPA is an established and growing organization providing life insurance, living benefits, and group benefits exclusively to CPAs, CPA candidates, their families, and firms.

We have a clear and ambitious goal to grow the number of members we serve, creating an exciting opportunity for an Insurance Advisor who is motivated to build relationships, connect with members, and help more CPAs protect what matters most.

You will join an experienced team of Insurance Advisors and work alongside our Group Employee Benefits, Marketing, and Service teams within an established and proven structure.

This role is well suited to someone who brings energy, resilience, and determination to their work. Someone who is comfortable taking initiative, consistently creating new conversations, following up on opportunities, and taking ownership of their results.

The opportunity is significant. We are looking for someone with the drive to make the most of it.

What You’ll Do

• Drive new business growth by actively managing inbound opportunities, outbound prospecting, and conversions across multiple lines of business.
• Consistently execute a high level of sales activity.
• Act as a trusted advisor to clients, understanding their needs and delivering tailored insurance solutions.
• Attend relevant CPA networking events and conferences.
• Managing the sales process from initial contact to closing to ensure a seamless customer experience.
• Build rapport, fostering trust, and creating value through customer interactions.
• Utilizing tools like ActiveCampaign (CRM) to deepen client relationships.
• Meet or exceed individual sales and activity targets.

Qualifications:

• 2+ years of professional life insurance sales experience.
• Life/A&S License (HLLQP/LLQP) required.
• Excellent communication, decision-making, and problem-solving skills.
• Digital literacy using a variety of systems and tools.
• Fluent in English; additional language skills are a plus.
• Strong sense of accountability and ability to complete tasks on time.
• Comfortable working in a performance-driven environment with clearly defined activity and sales targets.

About InsureCPA

At InsureCPA, we take care of the person behind the designation. We provide insurance solutions and group employee benefits designed to protect the health and wealth of CPAs. As a not-for-profit organization, we are committed to delivering exceptional service tailored to the unique needs of CPAs.

Now is an exciting time to join InsureCPA. We're expanding our team to support a future filled with new opportunities and new ways to serve our clients. For those who thrive in an energetic, supportive environment and want to be part of something meaningful, InsureCPA offers a chance to grow and make a difference.

Core Values:

• Let’s Go - We are motivated to take action today.
• Raise the Bar – We take the initiative to improve everything we do.
• Anything is Possible - We approach obstacles with an open mind.
• We are Good People - We make a positive impact every day.

InsureCPA employees receive:

• Competitive compensation package
• Extensive benefits package (100% employer paid)
• Health Spending Account (HSA)
• Paid professional development
• Paid personal time-off days
• RRSP matching

Benefits:

• Dental care
• Employee assistance program
• Extended health care
• On-site parking
• Paid time off

Licence/Certification:

• Life Insurance and Accident & Sickness License (required)

Work Location: In person