Mobile Insurance and Estate Specialist

Coast Capital; Surrey; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Mobile Insurance & Estate Specialist to deepen client relationships and deliver tailored insurance and estate planning solutions. This role requires expertise in various insurance products and financial planning, along with a commitment to exceptional customer service and professional conduct.

Benefits

Customizable benefits for employees

Retirement options providing financial security

Flexible work arrangements

Recognition for employee excellence

Community investment program

Qualifications

• Minimum 4-6 years of job-related experience.
• 7-9 years of direct sales experience in Financial Services with at least 5 years in Insurance.
• Proficient knowledge in relevant technology systems.

Responsibilities

• Deliver high-quality insurance advice and services.
• Identify and develop business opportunities with clients.
• Maintain and fulfill licensing requirements.

Skills

Sales Skills

Customer Relationship Management

Financial Planning

Insurance Product Knowledge

Education

High School Diploma plus Certificate Program

CFP Certification

CLU Designation

Job description

Starting Salary Range : $60,000.00 Plus Commission

• Enhanced Criminal Record Check
• Credit Check (every 5 years)
• References

What’s the job?

The Mobile Insurance & Estate Specialist plays a key role in deepening client relationships and identifying opportunities to grow our business through tailored insurance and estate planning solutions. This role is focused on delivering high-quality advice and service across a range of products, including Life Insurance, Disability Insurance, Critical Illness Insurance, and other relevant insurance offerings.

In addition to maintaining the appropriate licenses to sell insurance products, the Specialist must be qualified to provide detailed financial planning services to meet the evolving needs of our clients.

A significant focus of this role is on building and expanding relationships with commercial clients. The Specialist will identify and develop opportunities in areas such as Partnership and Corporate Buy / Sell funding, Key Person Insurance, Group Benefits Plans, Health and Welfare Trusts, Split Dollar Arrangements, and other related life insurance products designed to support the unique needs of business clients.

What you’ll get to do :

• Demonstrate commitment by actively contributing support and participation in new Corporate initiatives.
• Customer Focus Ensure premium customer service is fulfilled.
• Establish and maintain strong customer relationships.
• Encourage and provide cross-sharing of knowledge, on-the-job applications and experience among team members and between teams.
• At all times, abide by the corporate policies regarding professional conduct (i.e.; Code of Conduct and Conflict of Interest policies, Policy of Dishonest Conduct, dress code, etc).
• Be a positive role model and lead by example.
• Respect the privacy and confidentiality of all customer and staff information at all times.
• Actively participate in external and internal educational seminars and maintain current knowledge of Coast policies and procedures as they relate to this position
• Actively pursue a professional development plan.
• Complete educational requirements necessary to maintain all required licensing (ie C.E. Credits).
• Fulfill high quality insurance advice and services to customers.
• Provide advanced financial planning advice and service to customers
• Provide a full range of risk management products including but not limited to : life insurance, segregated funds, disability and critical illness insurance and annuities.
• Manage and grow the business.
• Market products and services to existing and prospective customers where appropriate, on a consultative basis (banking, insurance, commercial, investment and life insurance services) with the necessary member consent where required.
• Will distribute customers to other internal experts where required and outside the scope of their own responsibility.
• Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships.
• Contribute to a positive team environment by working efficiently, professionally and in a friendly manner and establishing and maintaining a harmonious working relationship with all employees.
• With positive purpose, improve our organization by sharing ideas and opinions, contributing to and building up communication in all directions and across all levels.
• Actively support the corporate Vision, Mission Statement, and Core Values.
• Assist others as needed and perform other duties as assigned.

Who are we looking for?

• Minimum 4 – 6 Years of Job-Related Experience
• A minimum of 7-9 years of direct sales experience in Financial Services of which at least 5 years is in Insurance and Estate Planning.
• High School Diploma plus completion of a Certificate Program (equivalent to one full year or 10 courses).
• Must have attained the CFP and CLU designations and a commitment to acquire advanced sales and leadership training.
• Proficient knowledge in all relevant technology systems
• Solid knowledge of all CCS products and services.
• Advanced knowledge of a variety of Insurance products
• Expert proficiency with life insurance products and administration.
• Proficiency in sales process and producing results.
• Demonstrated sales skills.
• Ability to effectively build productive customer relationships.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

Create a job alert for this search