Insurance Sales Advisor

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 strong 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

You will succeed in this role if you are:

• 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.

If you're ready to do meaningful work and grow your career with TenoEight, we'd love to hear from you. Click Apply to submit your application.