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Non Sales Insurance Jobs in Alberta (NOW HIRING)

Ability to work in a non-air-conditioned environment. Education Bachelor's degree or equivalent ... insurance, 401(k), holidays, and PTO to all eligible employees. Moon Valley Nurseries is an equal ...

Inside Sales Representative

Calgary, AB · On-site

CA$70K - CA$80K/yr

Triage and manage urgent and non-urgent requests to meet unique customer needs. * Build ... Life insurance * On-site parking * Paid time off * RRSP match * Education reimbursement * Vision ...

... insurance options for you and your family, generous flex benefits, health & dental plan, life ... You will resolve mostly routine and some non-routine, more complex problems and communicates ...

Exempt for Base plus Commission routes, Non-Exempt for hourly routes. Job Summary: The Route Sales ... Insurance plan enrollment. - Registered Pension Plan enrollment with contribution matched by ...

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Non Sales Insurance information

What are the key skills and qualifications needed to thrive in a non sales insurance position?

To succeed in a Non Sales Insurance role, you need strong analytical abilities, attention to detail, insurance industry knowledge, and proficiency with administrative tasks, typically supported by a degree or relevant experience in insurance or business. Familiarity with insurance management systems, claims processing software, and regulations such as HIPAA or state insurance compliance is valuable. Excellent communication, problem-solving skills, and the ability to work well within a team help set candidates apart. These skills ensure accuracy in policy management, effective claims handling, and efficient collaboration within a dynamic insurance environment.

What is a non sales insurance job?

A Non Sales Insurance job involves working in the insurance industry without directly selling policies. These roles typically focus on customer service, underwriting, claims processing, policy administration, or risk assessment. Employees in these positions assist clients, process paperwork, analyze risks, and ensure compliance with regulations. Unlike sales roles, they do not work on commission or have sales targets.

What types of responsibilities are involved in a non sales insurance position?

Non Sales Insurance roles typically involve tasks such as processing insurance claims, managing policy documentation, providing support to policyholders, and ensuring compliance with industry regulations. You may work closely with underwriters, claims adjusters, and customer service teams to resolve client inquiries and maintain accurate records. The job often requires balancing multiple cases or projects at once, utilizing specialized software, and upholding high standards of confidentiality. This collaborative, detail-oriented work environment offers opportunities for professional growth, especially as you gain experience with different types of insurance products and processes.

What are the most commonly searched types of Non Sales Insurance jobs in Alberta?

The most popular types of Non Sales Insurance jobs in Alberta are:

What are popular job titles related to Non Sales Insurance jobs in Alberta?

For Non Sales Insurance jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Non Sales Insurance jobs in Alberta look for?

The top searched job categories for Non Sales Insurance jobs in Alberta are:

Infographic showing various Non Sales Insurance job openings in Alberta as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution.

Advisor - Insurance & Estate Planning

Targeted Talent

Calgary, AB

Full-time

Medical, Life

Re-posted 23 days ago


Job description

TITLE: Advisor, Insurance & Estate Planning
LOCATION: Calgary, AB
REPORTING: VP, Insurance & Estate Planning

JOB PURPOSE: Why does the role exist?
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance &
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication
as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.

KEY ACCOUNTABILITIES:
• Promotes and fosters a culture of compliance throughout the firm.
• Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory
community.
• Demonstrates knowledge on the strategic use of life and health insurance.
• Builds and develops centers of influence.
• Promotes the firm to our Integrated Advisory community and network as an expert in the field
of advanced life insurance applications.
• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth
clients and their professional advisors.
• Implementation of life insurance strategies for high-net-worth individuals and their
corporations, under the direction of the VP.
• Provides unambiguous, inspired leadership and sound management that establishes credibility
and promotes a team culture.
• Develops and maintains relationships with the firm, senior team, their financial advisors and
their clients.
• Reviews client situations and makes appropriate recommendations to financial advisors and/or
their clients.
• Creates superior and unique client presentations and provides input on marketing strategies.
• Participates in the creation of new business submissions. delivering policies and conducting
annual reviews.
• Attends conferences, seminars and workshops to advance skills and professional development.

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate
Planning Division.
• Responsible for the identification, development, and implementation of strategies and initiatives
to enhance sales opportunities.
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.

CLIENT MANAGEMENT
• Relationship manager with our Integrated Advisory community.
• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of
business.

BUSINESS DEVELOPMENT
• Provides support to VP Insurance & Estate Planning
• Partnering with our accounting partners, financial advisors and associates to provide planning
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool.
• Develops and maintains a strong center of influence to promote the company's business model.
• Attends and participates in presentations to prospective clients as required.

LEADERSHIP AND TEAM DEVELOPMENT
• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
• Fosters an atmosphere of teamwork and cohesiveness.
• Assists in training, education and professional development for team members.

FINANCIAL & BUSINESS PERFORMANCE
• None.

FUNCTIONAL COMPETENCIES
• A love for the financial services industry, specifically insurance planning and a desire to grow
in the field.
• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook
and PowerPoint.
• Excellent interpersonal and public speaking skills.
• Aptitude in decision-making and problem-solving.
• Excellent written and oral communication skills
• Excellent time management and organizational skills
• Detail oriented self-starter, able to jump in and learn quickly
• Life long learner
• Ability to embrace new opportunities and thrive in a fast paced constantly evolving
environment
• Accountable to high level of client service with a focus on maintaining and building strong client
relationships
• Results oriented with demonstrated flexibility
• Ability to offer effective and efficient service and solutions

QUALIFICATIONS
• College and/or University degree or equivalent.
• A minimum of 8-10 years experience in life insurance sales; appropriate combination of
education and experience will be considered.
• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance
and living benefit concepts.
• CFP and CLU designations required with an appetite for ongoing professional development.
• Proven track record in insurance sales including underwriting, and advanced planning.

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About Targeted Talent

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Your single source for HR professional services, we offer job seekers specialized employment services, spanning contract, permanent positions, and project solutions for highly specialized and managerial level talent needs. Our team of specialized recruiters and consultants abilities extend far beyond resume or career counseling. With hundreds of collaborators strategically located throughout the country, our organization possess the local market knowledge and industry relationships that make successful geography-specific reach possible.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Vancouver, BC, CA