Insurance Specialist - Partner - SCU Insurance

Aviso; Winnipeg; On-site; CAD 45,000 - 60,000; Full time

Job summary

Aviso is seeking an Insurance Specialist to join SCU Insurance, collaborating with Steinbach Credit Union to offer financial planning, insurance, and investment services. Candidates should possess a Level I Life License and relevant experience in financial advisory roles, with benefits including ongoing training, an established client base, and a supportive team environment. This full-time position is based primarily in Winnipeg, requiring a proactive approach to client management and community engagement.

Benefits

Base salary plus bonus program

Ongoing training and education

Professional working environment

Qualifications

• Licensed Insurance Specialist
• Experience in financial advisory with life insurance sales.
• Ability to conduct personal interviews and develop client financial plans.

Responsibilities

• Conduct personal interviews with Members, identify individual Member needs and goals.
• Provide members with insurance planning and advice.
• Support senior representatives in managing ongoing client relationships.
• Promote SCU Insurance products and services in the community.
• Stay informed about trends in estate planning and insurance solutions.

Skills

Life Insurance Sales

Investment Counseling

Client Management

Education

Level I Life License

QAFP / CFP designation or enrolment in Financial Planning program

Job description

Insurance Specialist - Partner - SCU Insurance

Insurance Specialist - Partner - SCU Insurance

3 days ago Be among the first 25 applicants

SCU INSURANCE CAREER OPPORTUNITY

SCU Insurance, in partnership with Steinbach Credit Union, presently has an opening for a licensed Insurance Specialist. SCU Insurance Inc is a wealth management program offering financial planning, insurance and investments to members of credit unions and their communities.

As a self-starter you have what it takes to become highly successful and build the foundation for a successful career in financial services. Ideally, you have completed your LLQP with a minimum of 1 year of successful financial advisory experience which includes life insurance sales.

Key Responsibilities :

• Conduct personal interviews with Members, identify individual Member needs and goals by leveraging preferred tools, develop an appropriate plan, and make appropriate insurance recommendations
• Provide members with insurance planning and advice. Solutions that include the sale of life, disability and critical illness insurance products among others. Investment counseling that may include (segregated funds, and annuities)
• Share responsibility of office management duties and support senior representatives with the management of ongoing client relationships including renewal and policy maintenance to ensure seamless operations and strong client engagement
• Create and maintain client files, reports on activities to the SCU Insurance Manager, Regional Insurance Consultant and adheres to all SCU Insurance compliance requirements
• Promote SCU Insurance products and planning services in the broader community
• Provide support to staff on the referral of qualified clients for insurance planning and estate solutions, subject to compliance. This will include developing relationships with front line staff that work at the Linden Ridge Branch, Lagimodiere Branch and Pembina Hwy Business Lending Centre locations
• Stay informed with regard to the latest trends in estate planning and insurance solutions, broad knowledge of the products offered by Canadian insurance issuers, familiarity with industry competitors, current issues and strategies

Requirements :

The successful candidate will work out of our main SCU Insurance office in Winnipeg, Unit A-2100 McGillivray Blvd, Linden Ridge location and will maintain a frequent presence in our 2445 Pembina Hwy satellite office. Our employees are team-oriented individuals and support a relationship-based environment. If you are looking for a new and dynamic career, have a Level I Life License, then this may be the opportunity you have been waiting for. A QAFP / CFP designation or enrolment in a Financial Planning program is a definite asset.

SCU Insurance Inc. has access to all the major insurance companies, and in order to take advantage of the benefits, advisors must give up all existing agent codes upon joining SCU Insurance Inc. Full details will be provided to the successful candidate.

The successful candidate will benefit from the following :

• An established client base and experienced team environment
• Quality referrals from a lead-generating environment
• On-going training, coaching and education
• A pleasant and professional working environment
• Base salary plus bonus program together with company benefits

Closing Date : July 18, 2025

SCU Insurance is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of SCU Insurance are used under license by Aviso Insurance Inc.

Seniority level

Seniority level

Entry level

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Employment type

Full-time

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