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At Coast Capital, we’re not dreaming about a better future, we’re building one.

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.  

Mobile Insurance and Estate Specialist

Location: Victoria, Admin - Douglas St 

Job Type: Full Time 

myWork Options: Hybrid 


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.



Equity, Diversity & Inclusion at Coast Capital


Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.


At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.


We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact We will work with you to meet your needs.  

Why join Coast Capital?

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.

Apply now »