Wealth Protection Specialist - Okanagan

Description

Beem Credit Union:
Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:
financial wellness for all.We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over
200,000 members
across
66 branches
with$18 billion in assets under administration
.

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

The Wealth Protection Specialist provides professional life insurance planning services, advice, and support to clients with personal and business insurance needs. This role works proactively with the Advisory Sales team to identify and cultivate insurance referral opportunities across branch, wealth, business, and commercial channels. The Wealth Protection Specialist supports the growth of existing and new member relationships by delivering appropriate insurance solutions, promoting holistic financial protection strategies, and supporting the broader credit union product and service offering.

The role ensures advice is delivered in accordance with regulatory requirements, ethical standards, and best practices, while contributing to a high-quality member experience.

What you’ll do:

Member Advisory & Insurance Planning

• Consults with members on personal and business insurance needs by analyzing income, assets, liabilities, and wealth transferobjectivesin alignment withmembergoals.
• Determines insurance needs, identifies appropriate solutions, and provides recommendations formemberconsideration.
• Advisesclientson a broad range of insurance products and solutions, including Universal Life, Term Life, Whole Life, Critical Illness,long
  - Term Care, Disability, Key Person insurance,Buy
  - Sell Agreements, andotherwealth transfer strategies.
• Conducts follow - up meetings to reassessmembercircumstances and recommend adjustments where needs have changed.

Sales Support & Business Development

• Proactively partners with Advisory Sales, branch, small business, and commercial teams toidentifyreferral opportunities and support insurance needs analyses.
• Promotes growth of insurance coverage for existing and new members while cross - referring to other credit union products and services as appropriate.
• Pursues business development opportunities in alignment with ethical standards and all regulatory and licensing requirements.
• Generates leads and referral opportunities through professional networking, community involvement, and other approved engagement activities.

Application Processing & Relationship Management

• Processes life insurance applications and coordinates all required follow - up discussions and documentation.
• Ensurestimelyandaccuratecompletion of insurance applications and ongoing communication with members throughout the process.
• Maintains strong branch and advisor relationships to ensure seamlessmemberexperiences across banking and wealth services.

Compliance & Professional Standards

• Conducts all activities in compliance with Insurance Council of British Columbia requirements and applicable regulatory standards.
• Ensuresmemberrecommendations, documentation, and communications meet internal policies and external regulatory obligations.

Internal Expertise & Knowledge Sharing

• Acts as a technical resource to internal teams by providing information sessions, demonstrations, and guidance on life insurance products, features, benefits, and processes.
• Supports internal understanding of insurance solutions by responding to questions and providing follow - up whererequiredto ensure clarity and alignment.
• Contributes tomaintainingconsistent knowledge and best practices across Advisory and Wealth & Planning teams.

What you’ll bring:

• Licensedandin good standing with the Insurance Council of British Columbia.
• 4-6 years of directly relatedexperienceprovidinglife insurance advice and protection planning within a financial services…