Mobile Insurance and Estate Specialist
Location: British Columbia (CA-BC), Surrey, Vancouver or Lower Mainland
Job Type: Full Time
myWork Options: In person, Hybrid, 100% remote, mobile (various locations)
What’s the job?
The Mobile Insurance & Estate Specialist is responsible for: •establishing and deepening client relationships in order to maximize business opportunities. •providing high quality insurance and estate service and advice to customers and to other roles / teams within Coast Capital. •generating sales and growth in areas of Life Insurance, Disability Insurance, Critical Illness Insurance and other relevant Insurance and Estate Planning products. •remaining licensed to sell insurance products and segregated funds and being qualified to provide detailed financial planning services. •establishing and deepening commercial client relationships in order to maximize business insurance opportunities. These include but are not limited to Partnership and Corporate Buy/Sell funding, Key Man Insurance, Group Benefits Plans, Health and Welfare Trusts, Split Dollar Arrangements and other related Life Insurance products.
What you’ll get to do:
- Demonstrate commitment by actively contributing support and participation in new Corporate initiatives.
- In conjunction with the Manager, Member Services, the Regional Managers and the Investment teams be actively involved in the community the branch services to foster the image and reputation of Coast Capital Savings.
- Customer Focus Ensure premium customer service is fulfilled.
- Establish and maintain strong customer relationships.
- Dynamically and visibly work collaboratively with as well as provide coaching, training and mentorship to the Planners/Advisors, Relationship Managers, Member Banking Specialists in the branches and management.
- Help provide a work environment that is supportive of the productivity and morale of the staff.
- Work with branch management team and Planners/Advisors to integrate the efforts and activities of Investment activities.
- 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. •A commitment to acquire advanced sales and leadership training.
- Proficient knowledge in all relevent 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.
- Proficient understanding of investment products and credit products and services in order to identify opportunities and make quality referrals.
- Proficiency in sales process and producing results.
- Demonstrated sales skills.
- Ability to effectively build productive customer relationships.
- Ability to effectively multi-task and prioritize.
- Very strong organizational skills.
- Ability to communicate well verbally and in writing.
- Ability to deal effectively and promptly with customer complaints and issues.
- Ability to work independently and with minimal or no supervision.
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