Mobile Insurance and Investment Specialist

Coast Capital; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Kelowna is seeking a Mobile Insurance & Investment Specialist to grow life insurance and segregated fund sales. The ideal candidate will build strong customer relationships, provide tailored investment advice, and handle account administration. Offering a starting salary of $60,000 plus commission, this role provides comprehensive benefits, opportunities for career growth, and a positive workplace culture.

Benefits

Comprehensive benefits and retirement options

Financial benefits on mortgages and auto loans

Flexible work arrangements

Recognition programs

Community investment opportunities

Qualifications

• Candidates must have a Life License (LLQP).
• Proficiency in mutual funds and life insurance is essential.
• Strong interpersonal skills and the ability to build relationships are needed.

Responsibilities

• Communicate with internal teams and customers effectively.
• Support corporate initiatives and build customer relationships.
• Provide coaching and ensure regulatory adherence.
• Accurate documentation of transactions is critical.
• Grow existing relationships and generate referrals.

Skills

Life Licensed (LLQP)

Proficiency with mutual funds

Strong interpersonal skills

Organizational skills

Ability to handle customer concerns

Professional attitude

Tools

Coast Capital Investment Services systems

Job description

Location(s): Kelowna

Job Type: Full Time Regular

myWork Program: Mobile

Starting Salary Range: $60,000.00 Plus Commission

Background Screening Requirement:

• Enhanced Criminal Record Check
• Credit Check
• Employment Verification
• References

What is the job?

The Mobile Insurance & Investment Specialist is responsible for growing Life Insurance and Segregated Fund sales portfolios in partnership with retail branches. This includes identifying new business opportunities, reaching out to customers with renewing policies and life-changing events, and supporting Financial Planners/Advisors in analyzing, proposing, and closing new Segregated Fund business. The role also involves maintaining existing portfolios and delivering excellent customer service.

Daily responsibilities include:

• Communicating effectively with internal teams and external customers.
• Supporting new corporate initiatives and community involvement.
• Building and maintaining strong customer relationships.
• Providing coaching and mentorship to team members.
• Ensuring regulatory and compliance adherence.
• Accurate documentation of transactions and record keeping.
• Maintaining required licenses and certifications.
• Growing existing customer relationships and generating referrals.
• Providing insurance and investment advice, including risk management products.
• Handling account openings, maintenance, and administration of Segregated Fund portfolios.
• Proactively contacting customers for policy renewals and portfolio growth.
• Meeting with customers and Financial Planners to provide tailored solutions.
• Working outside regular office hours and locations as needed.

Candidate requirements:

• Life Licensed (LLQP)
• Proficiency with mutual funds, segregated funds, and life insurance products.
• Understanding of credit products and sales processes.
• Knowledge of Coast Capital Investment Services systems.
• Strong interpersonal and organizational skills.
• Ability to build relationships and handle customer concerns promptly.
• Team player with a professional attitude.

Why join Coast Capital Savings?

• Aligned with our purpose and values.
• Focus on inclusion, diversity, and employee engagement.
• Opportunities for career growth and development.
• Flexible work arrangements through myWork program.
• Comprehensive benefits and retirement options.
• Financial benefits on mortgages and auto loans.
• Recognition programs and a positive workplace culture.
• Community investment and volunteer opportunities.