About TenoEightTenoEight 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 RoleThe 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 MonthsWithin 3 Months:Complete onboarding, licensing, carrier certification, and sales trainingDevelop an understanding of TenoEight's products, services, and sales modelEstablish a consistent prospecting rhythmDevelop a pipeline with sufficient qualified opportunities to support future sales targetsDemonstrate proficiency in using CRM and sales tracking toolsAchieve proficiency across all individual insurance product linesDemonstrate understanding of underwriting requirements, carrier processes, and compliance obligationsConsistently conduct effective discovery meetings and needs assessmentsDeliver professional client presentations and recommendationsConvert early opportunities into written businessEstablish credibility and confidence through successful placementsBuild productive working relationships with service, underwriting, carrier, and administration teamsDemonstrate company values and collaborative behaviorsWithin 6 Months:Consistently meet or exceed monthly production expectationsDemonstrate ability to develop a predictable pipeline capable of supporting future revenue targetsGenerate increasing levels of referral businessBuild trusted advisor relationships with clientsMaintain high service standards and client satisfactionBecome a recognized resource on individual insurance solutionsConfidently recommend a specific range of protection strategiesShare best practices and market intelligenceSupport team initiatives and sales campaignsDemonstrate ongoing activity levels consistent with high-performing advisorsMaintain excellent compliance and documentation standardsWhat You'll DoSales & Business DevelopmentGenerate 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 requirementsRecommend appropriate individual insurance solutions based on clients' personal, family, and financial circumstancesPrepare and present insurance proposals and product illustrationsConsistently achieve or exceed individual sales targets and performance metricsDevelop and execute personal business development plans to grow market presence and client acquisitionMaintain a strong pipeline of prospective clients and actively manage opportunities through the sales cycleClient Relationship ManagementBuild and maintain strong relationships with clients through exceptional service and ongoing communicationConduct annual reviews to ensure coverage remains aligned with clients' evolving needsIdentify opportunities for cross-selling and additional protection solutionsResolve client concerns promptly and professionallyGenerate referrals and build long-term relationships that contribute to client retention and business growthProduct Knowledge & Advisory ServicesMaintain expert knowledge of individual insurance products, underwriting requirements, and industry trendsEducate clients on policy features, advantages, exclusions, and pricing considerationsStay informed about changes in legislation, taxation, and insurance regulations impacting clientsAdministration & ComplianceMaintain accurate client records and documentation within CRM and other systemsEnsure all sales activities comply with applicable insurance regulations, privacy requirements, and company policiesComplete required licensing, continuing education, and regulatory training requirementsFollow established procedures for documentation, disclosures, and suitability assessmentsSubmit applications and supporting documentation accurately and within established timelinesCollaborationPartner with underwriting, client service, and administrative teams to deliver a seamless client experienceParticipate in sales meetings, training programs, and professional development initiativesShare market intelligence, client feedback, and competitive insights with leadershipOther duties as assignedWhat We're Looking ForPost secondary education in Business, Finance, Sales, or a related field preferredCurrent LLQP (Life License Qualification Program) certificationActive provincial life insurance license in good standingAdditional insurance or financial services designations considered an asset2+ 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 assetDemonstrated success meeting or exceeding sales targetsExperience using CRM systems and sales pipeline management toolsExperience conducting consultative sales conversations and needs assessmentsExperience and comfort performing a high volume of daily sales calls (inbound leads and cold calls)Critical CompetenciesClient 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.CompensationAt 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 UsUncapped commission structure that rewards production and growthA supportive culture, with opportunities to grow, and where team members feel valued and empowered to thriveThe opportunity to build a career as a trusted advisor helping clients protect what matters mostAccommodation and InclusionTenoEight 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.#J-18808-Ljbffr

📌 Hub Insurance Sales Advisor Role (Winnipeg)
🏢 Desjardins
📍 Winnipeg