Insurance & Pension Advisor Job at First Nations Insurance Services Limited Partnership
First Nations Insurance Services Limited Partnership Saskatoon, SK
About Us
First Nations Insurance Services Limited Partnership was founded in 1987, and has been committed to delivering exceptional products and customer service to our clients for the past 35+ years. Our 100% First Nations owned company is the largest Saskatchewan based Indigenous Group Benefits and Pension Broker. We are a trusted partner to over 5,500 clients and we offer a full suite of Group Insurance, Group Pension, and Individual products, available to all businesses in all industries.
Career Opportunity
First Nations Insurance (FNIS) is growing and seeking an Insurance and Pension Advisor to join us in our Saskatoon office. We are looking for a career driven individual who is focused on growing their insurance and pension industry knowledge and experience.
At FNIS, we believe that building a great business means taking care of clients, communities, and each other with equal commitment.
As an Insurance and Pension Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and support of Saskatchewan residents.
Why you’ll like working with us:
- Open, flexible, and welcoming workplace
- Plenty of opportunities to grow and learn
- We are continuously improving and value your feedback
- You will be respected and supported for who you are the value you bring to the table
- Employee benefits and pension plan, including extended health, dental, vision, life and disability coverage
- Personal and professional development opportunities
Why we’ll like you:
- You’re focused and have a track record of satisfied clients
- Building authentic relationships comes naturally to you
- You’re an exceptional communicator
- You have experience in the finance and/or insurance industry and enjoy helping people reach their goals
- You’re organized, you can prioritize, and you take customer privacy seriously
Your role as an Advisor with FNIS will include:
- Acquiring new business and transitioning the account to the service team
- Work with the plan members, plan administrators, and insurance carriers to establish and refine group benefit plan(s)
- Work with the individual client(s) to establish or transfer policies
- Work with the individual pension members to establish or transfer account assets
- Work with the plan members, plan administrators, and insurance carriers to establish and refine
- Provide professional services and documentation of analysis, and advice, ensuring that regulatory, legislative, financial and members requirements are being met
- Expected to assist plan members and plan administrators with completion of forms
- Scheduling, organizing, and attending meetings with existing and prospective clients. This may include preparing presentation and background materials
- Product line(s) education and training as required
- Preparation of confidential correspondence, reports, briefing materials and proposals
- Reviewing, prioritizing, redirecting, and following up on correspondence inquires to ensure in accordance with FNIS service standards
- Participate in the creation, modification or maintenance of FNIS templates, documents and/or filing system(s) applicable to the product line(s)
- Maintain and update procedure and process notes applicable to the product line(s)
- Train and supervise Administrative Support
- Other duties as assigned
Role Requirements:
- Ability to work independently and as a team member
- Ability to prioritize and multi-task
- Knowledge of computers and software products
- Organized, trustworthy, respectful, diplomatic, and approachable
- Demonstrate cultural competencies by displaying a set of values behaviours, attitudes, and practices individually, and within an organization, which enables them to work effectively cross culturally
Educational Requirements
- Life License is a requirement or will consider completion of a life license within 6 months
- Business or Administration Diploma, or three years’ experience working in an office environment would be an asset
- Mutual fund license would be an asset
- Experience with group insurance, pension/savings plans, and/or individual insurance products would be an asset
Job Types: Full-time, Permanent
Benefits:
- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Commission pay
Ability to commute/relocate:
- Saskatoon, SK S7N 4S1: reliably commute or plan to relocate before starting work (required)
Experience:
- Insurance Sales: 1 year (preferred)
Work Location: One location
Application deadline: 2023-01-27
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