Mobile Insurance and Estate Specialist

Overview

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(s): Vancouver, Help Headquarters

Job Type: Full Time Regular

myWork Program: Mobile

Starting Salary Range: $60,000.00 - $60,000.00

Background Screening Requirement: Enhanced Criminal Record Check, Credit Check, Identity Verification, Employment Verification, References

The Mobile Insurance & Investment Specialist is responsible for delivering growth of Life Insurance and Segregated Fund sales portfolios in partnership with a dedicated geography of retail branches. Specifically, the Mobile Insurance & Investment Specialist will be responsible for identifying and capturing new and additional business opportunities through proactively reaching out to customers with renewing policies and life changing events. You will also be responsible for generating additional sales and revenue in the areas of term life insurance, critical illness insurance and assisting Financial Planners/Advisors in the analysis, proposal, and closing of new Segregated Fund business while supporting and delivering an exceptional Customer Experience through the ongoing maintenance of existing life insurance and Segregated Fund portfolios.

• Effectively communicate to both internal (Mobile Insurance & Estate Specialists, Financial Planners/Advisors, etc.) and external customers.
• 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.
• 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 Manager, Member Services, Regional Managers, Planners/Advisors, Relationship Managers, and Member Banking Specialists.
• 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.
• Ensure all processes are in adherence with regulatory and compliance requirements.
• Be accountable for accurate and complete documentation of all business and customer transactions.
• Demonstrate discipline in record keeping, sales tracking, CRM notes.
• Complete educational requirements necessary to maintain all required licensing (ie C.E. Credits).
• Maintain current relationships as well as mine those relationships for new customer referral opportunities.
• Fulfill high quality insurance and investment advice and services to customers.
• Provide a partial range of risk management products including term life insurance and critical illness insurance.
• Fulfil all new account openings, maintenance, and administration Segregated Fund portfolios in cooperation with the Financial Planner/Advisor.
• Reactively provide information on external and internal inquiries in regard to segregated funds.
• Reactively provide service for in force Life, Critical Illness, and Disability Policies. This could be remote communication or in person.
• Proactively contact customers by phone whose term policies are eligible for conversion / renewal. Success will be measured by appointments booked and completed (with no cancellations) by the Mobile Insurance & Estate Specialists as well as term life and critical illness policies that are within guidelines.
• Proactively contact our segregated fund customers as required for…