The WealthCo Group of Companies (“WealthCo”) is looking for an enthusiastic and engaged Insurance Specialist to join our growing team and become an exceptional addition to our head office in Calgary, Alberta. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive mentorship and ongoing education are a few of the benefits of this role.
The Insurance Specialist is responsible for driving life insurance sales by partnering with both licensed and non-licensed Financial Planners. The ideal candidate possesses a strong passion and deep understanding of life insurance, particularly in relation to financial and advanced planning concepts. The Insurance Specialist will continue building and maintaining client relationships, contributing to the overall growth and success of the risk team.
You will support the company's goals through these key accountabilities:
Collaborate proactively with integrated advisory partners to develop and execute life and living benefits insurance sales strategies.
Assess client needs and recommend suitable insurance solutions to financial planners and clients.
Manage the end-to-end application and underwriting processes, including policy delivery and conducting regular annual policy reviews.




Minimum of 5 years of life insurance sales experience; Life, Accident, and Sickness licenses in positive standing, with robust knowledge of life insurance and living benefits.
CFP and/or CLU designations considered a significant asset.
Demonstrated experience and comfort with public speaking.
Intermediate to advanced proficiency in Microsoft Office Suite
By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model.
WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.
WealthCo offers competitive salaries based on education and experience, ongoing education and professional development, opportunities for advancement and excellent benefits which include Profit Sharing and RRSP matching.
Job Type: Full-time
Dental care
Disability insurance
Employee assistance program
Life insurance
On-site parking
Flexible language requirement:
~ French not required

Monday to Friday

Ability to commute/relocate:
~ Calgary, AB T2C 3E7: reliably commute or plan to relocate before starting work (preferred)

Bachelor's Degree (preferred)

insurance sales:

📌 Insurance Agent Full Time (Calgary)
🏢 The WealthCo Group of Companies
📍 Calgary