Insurance Agent

GFI Canada; Vancouver; Hybrid; CAD 52,000 - 76,000; Full time

Job summary

GFI Canada is seeking an Insurance Agent in a hybrid Vancouver-based role. You will identify client needs, present suitable insurance solutions, and support alignment with broader financial goals.

Daily duties include consultations, proposals, applications, renewals, and maintaining client records while collaborating with financial coaches and staying current on industry trends.

Qualifications

• Strong insurance sales and consultative skills to identify client needs.
• Understanding of life and health insurance products and options.
• Experience in an Insurance Brokerage or similar environment.
• Foundational finance skills to connect insurance planning with wealth-building.
• Excellent customer service, clear communication, and follow-up.
• Licensing to sell insurance in British Columbia or ability to obtain licensing within timeframe.
• Hybrid work capability and proficiency with digital tools for virtual meetings.
• Strong ethics, attention to detail, and commitment to long-term client wellbeing.
• Experience in financial services or advisory roles is a plus.

Responsibilities

• Conduct client consultations and identify coverage needs.
• Prepare and review insurance proposals aligned with client goals.
• Process policy applications and renewals accurately.
• Maintain up-to-date client records and documentation.
• Collaborate with financial coaches to integrate insurance within wealth plans.
• Deliver ongoing customer service and timely follow-ups.
• Stay informed on insurance products, regulations, and market trends.

Skills

Insurance sales

Consultative selling

Client needs assessment

Customer service

Communication

Hybrid work readiness

Education

Insurance licensing (BC)

Job description

GFI Canada is a purpose-driven financial empowerment organization that helps Canadians achieve financial freedom, build generational wealth, and create lasting impact. The company specializes in personalized financial coaching, wealth-building education, and strategic financial planning tailored to each client’s goals, including retirement and legacy planning. GFI Canada is focused on closing the wealth gap and supporting clients in developing long-term financial wellbeing. The organization emphasizes that true wealth includes freedom, security, and the ability to uplift family and community, aligning financial success with meaningful purpose.

Role Description

The Insurance Agent role is a hybrid position based in Vancouver, BC, with a mix of in-office and work-from-home flexibility. In this role, the Insurance Agent will identify client needs, present suitable insurance solutions, and support clients in aligning coverage with their broader financial and wealth-building goals. Daily responsibilities include conducting client consultations, preparing and reviewing insurance proposals, managing policy applications and renewals, and maintaining accurate client records. The role also involves collaborating with financial coaches, providing ongoing customer service, and staying current on insurance products, regulations, and market trends to ensure clients receive informed guidance.

Qualifications

• Strong insurance sales and consultative skills, with the ability to identify client needs and recommend appropriate Insurance Sales solutions.
• Solid understanding of Insurance products and policies, including life, health, and related coverage options.
• Experience working within an Insurance Brokerage or similar environment, with knowledge of industry standards and compliance.
• Foundational Finance skills to connect insurance planning with broader financial and wealth-building strategies.
• Excellent Customer Service skills, including clear communication, active listening, and responsive follow-up.
• Relevant licensing or certification to sell insurance in British Columbia (or ability to obtain licensing within a specified timeframe).
• Ability to work effectively in a hybrid setting, manage time independently, and use digital tools for virtual client meetings.
• Strong ethical judgment, attention to detail, and commitment to supporting clients’ long-term financial wellbeing.
• Prior experience in financial services, insurance, or advisory roles is an asset.