Mobile Insurance & Investment Specialist
Coast Capital Savings
Surrey, BC, CA
14d ago

The Mobile Insurance & Investment Specialist is responsible to deliver growth of Life Insurance and Segregated Fund sales portfolios in partnership with a dedicated geography consisting primarily in our Contact Centre.

What you’ll get to do :

  • Identify and capture new and additional business opportunities through proactively reaching out to customers with renewing policies, life changing events
  • Generate additional sales and revenue in the areas of term life insurance and critical illness insurance
  • Assist Financial Planners / Advisors in the analysis, proposal, and close of new Segregated Fund business as agents of record for Segregated Fund Sales
  • In partnership with the retail staff and Financial Planners / Advisors this role will support an exceptional customer experience through the ongoing maintenance of existing life insurance and Segregated Fund portfolios.
  • Who are we looking for?

  • 7 years of direct sales experience in Financial Services of which at least 5 years is in Insurance and Estate Planning.
  • Must have attained the CFP, LLQP and IFIC designations
  • Demonstrated sales skills and the ability to effectively build productive customer relationships.
  • Ability to work independently and with minimal or no supervision.
  • Flexibility in schedule and mobility is required.
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