Company Description Experior Financial Group Inc. is a 100% Canadian-owned and operated financial services company whose founders have over 30 years of industry experience, with a recent expansion into the USA and a head office in Cheektowaga, New York. The organization has a diverse team of more than 18,000 licensed Financial Associates across North America, providing insurance and investment solutions to clients. Experior emphasizes shared values, collaboration, and professional growth, offering clear paths for associates, sales managers, and entrepreneurial leaders interested in running their own branch offices. Team members receive training, mentorship, and tools to support their goals, whether they choose to lead an agency, manage a team, or work at their own pace. Experior Financial Group has been certified a Great Place to Work® in Canada in May 2024 and May 2025.
Role Description The Life Insurance Specialist is a full-time, hybrid role based in BC and Alberta, Canada. In this position, the specialist meets with clients to assess their insurance needs, explains life insurance options, and recommends tailored solutions that support long-term financial security. Daily responsibilities include conducting consultations, preparing quotes, completing applications, and ensuring accurate documentation in alignment with compliance requirements. The role involves building and maintaining client relationships, providing ongoing customer service, and following up on policy renewals, changes, and claims-related inquiries. The specialist also collaborates with the broader Experior team, participates in training and mentorship programs, and contributes to local business development activities.
Qualifications
- Candidates should possess strong Insurance and Life Insurance knowledge to explain policy options and guide clients in selecting suitable coverage.
- Candidates should possess Insurance Sales and Sales skills to generate new business, close opportunities, and meet or exceed performance targets.
- Candidates should possess Customer Service skills to respond to inquiries, support clients throughout the policy lifecycle, and foster long-term relationships.
- Candidates should possess Finance understanding to discuss basic financial planning concepts and how life insurance supports overall financial strategies.
- Relevant provincial life insurance licensing (or eligibility to obtain) and a strong commitment to regulatory and ethical standards.
- Effective communication, interpersonal, and presentation skills, with the ability to explain complex concepts in clear, accessible language.
- Ability to work on-site or remote in BC and, or Alberta, manage a client-focused schedule, and collaborate within a team environment.
- Previous experience in insurance, financial services, or consultative sales is an asset; multilingual capabilities are considered beneficial.
