Insurance Sales Advisor (Alberta)

Insurance Sales Advisor (Alberta)

18 Aug
|
GroupHEALTH Benefit Solutions
|
Alberta

18 Aug

GroupHEALTH Benefit Solutions

Alberta

About TenoEight TenoEight is delivering timeless wealth strategies to protect what matters most: your life, your family, your income, your assets, your retirement, and your legacy.
This search is being led by the GroupHEALTH Talent Acquisition team on behalf of TenoEight, a partner organization working alongside the GroupHEALTH Family of Companies. The successful candidate will be employed directly by TenoEight.
About The Role The Insurance Sales Advisor is responsible for generating new business and providing expert advice to individuals seeking insurance and financial protection solutions through high volume phone calls. This role is focused on direct-to-consumer sales, working with individuals rather than group or corporate clients. Through a curious and consultative sales approach, the Advisor assesses client needs, recommends suitable insurance products, and builds long-term client relationships that support retention, referrals, and business growth.
The Insurance Sales Advisor serves as a trusted advisor, helping clients make informed decisions regarding life, health, disability, critical illness, travel, and related insurance products while ensuring compliance with regulatory and licensing requirements.
This is a hybrid role based out of the Calgary office.
What to Expect in Your First 3 to 6 Months Within 3 Months:
Complete onboarding, licensing, carrier certification, and sales training
Develop an understanding of TenoEight's products, services, and sales model
Establish a consistent prospecting rhythm
Develop a pipeline with sufficient qualified opportunities to support future sales targets
Demonstrate proficiency in using CRM and sales tracking tools
Achieve proficiency across all individual insurance product lines
Demonstrate understanding of underwriting requirements, carrier processes, and compliance obligations
Consistently conduct effective discovery meetings and needs assessments
Deliver professional client presentations and recommendations
Convert early opportunities into written business
Establish credibility and confidence through successful placements
Build productive working relationships with service, underwriting, carrier, and administration teams
Demonstrate company values and collaborative behaviors
Within 6 Months:
Consistently meet or exceed monthly production expectations
Demonstrate ability to develop a predictable pipeline capable of supporting future revenue targets
Generate increasing levels of referral business
Build trusted advisor relationships with clients
Maintain high service standards and client satisfaction
Become a recognized resource on individual insurance solutions
Confidently recommend a specific range of protection strategies
Share best practices and market intelligence
Support team initiatives and sales campaigns
Demonstrate ongoing activity levels consistent with high-performing advisors
Maintain excellent compliance and documentation standards




What You'll Do Sales & Business Development Generate new sales opportunities through high volume inbound inquiries, referrals, prospecting activities, and lead follow-up (100-300+ daily calls)
Conduct thorough client needs assessments to identify insurance and financial protection requirements
Recommend appropriate individual insurance solutions based on clients' personal, family, and financial circumstances
Prepare and present insurance proposals and product illustrations
Consistently achieve or exceed individual sales targets and performance metrics
Develop and execute personal business development plans to grow market presence and client acquisition
Maintain a solid pipeline of prospective clients and actively manage opportunities through the sales cycle
Client Relationship Management Build and maintain strong relationships with clients through exceptional service and ongoing communication
Conduct annual reviews to ensure coverage remains aligned with clients' evolving needs
Identify opportunities for cross-selling and additional protection solutions
Resolve client concerns promptly and professionally
Generate referrals and build long-term relationships that contribute to client retention and business growth
Product Knowledge & Advisory Services Maintain expert knowledge of individual insurance products, underwriting requirements, and industry trends
Educate clients on policy features, benefits, exclusions, and pricing considerations
Stay informed about changes in legislation, taxation, and insurance regulations impacting clients
Administration & Compliance Maintain accurate client records and documentation within CRM and other systems
Ensure all sales activities comply with applicable insurance regulations, privacy requirements, and company policies
Complete required licensing, continuing education, and regulatory training requirements
Follow established procedures for documentation, disclosures, and suitability assessments
Submit applications and supporting documentation accurately and within established timelines
Collaboration Partner with underwriting, client service, and administrative teams to deliver a seamless client experience
Participate in sales meetings, training programs, and professional development initiatives
Share market intelligence, client feedback, and competitive insights with leadership
Other duties as assigned
What We're Looking For Post secondary education in Business, Finance, Sales, or a related field preferred
Current LLQP (Life License Qualification Program) certification




Active provincial life insurance license in good standing
Additional insurance or financial services designations considered an asset
2+ years of sales experience, preferably within insurance, financial services, benefits, or similar advisory environments (software sales, door to door sales, etc.)
Experience handling high volume telephone calls an asset
Demonstrated success meeting or exceeding sales targets
Experience using CRM systems and sales pipeline management tools
Experience conducting consultative sales conversations and needs assessments
Experience and comfort performing a high volume of daily sales calls (inbound leads and cold calls)
Critical Competencies Client Centric – Prioritizes and takes action based on the needs of both internal and external clients. Exhibits a positive, can-do attitude, takes ownership, and consistently strives to meet or exceed client expectations.
An Effective Communicator – Communicates clearly, positively, and respectfully. Builds relationships through tact and diplomacy and adapts communication style to different audiences and situations.
Skilled in Business Development & Relationship Building – Builds and maintains strategic relationships that generate new business opportunities. Proactively networks, develops referral sources, identifies growth opportunities, and converts prospects into long-term clients through a consultative and value-focused approach.
Organized – Invests time in upfront planning to achieve goals and objectives. Effectively prioritizes work, manages multiple responsibilities, and maintains accurate records and follow-up activities.
Skilled in Consultative Selling & Insurance Expertise – Effectively assesses client needs and recommends appropriate insurance solutions that align with their personal and financial objectives. Demonstrates strong knowledge of insurance products, underwriting requirements, industry trends, and regulatory expectations while maintaining a client-first approach.
Compensation At the time of this posting, the estimated annual base salary for this position is $70,000-$80,000, plus variable, uncapped commission. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the annual base salary only and does not encompass the comprehensive total rewards package that TenoEight proudly offers.
Why Join Us Uncapped commission structure that rewards production and growth
A supportive culture, with opportunities to grow, and where team members feel valued and empowered to thrive
The opportunity to build a career as a trusted advisor helping clients protect what matters most
Accommodation and Inclusion TenoEight is committed to equity, diversity, and inclusion. If you need accommodation during any stage of the hiring process, please let us know! We're here to help.

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📌 Insurance Sales Advisor (Alberta)
🏢 GroupHEALTH Benefit Solutions
📍 Alberta

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