Life Insurance Advisor
Envision Financial
Chemainus, British Columbia, Canada
3d ago

If you believe in the same things we do, let’s talk.

First West Credit Union is a tight-knit team of smart, friendly, creative, skillful and passionate professionals spread across British Columbia and beyond.

We’ve come together because we believe in making a real difference in people’s financial lives. We believe that keeping things simple, showing leadership, and banking cooperatively can change the world for the better.

We are seeking a Life Insurance Advisor to join our team.

The Life Insurance Advisor provides professional and comprehensive insurance planning advice to high value members referred by branch, commercial or wealth management teams.

This role completes a review of the member’s current level of insurance coverage and provides recommendations that meet the member’s life cycle needs for today and the future.

This role will proactively seek business development opportunities with current and potential members to promote life and / or disability insurance products as well as credit union subsidiary products and services.

This role also provides leadership, education, and coaching to branch employees on relevant insurance products and services, as required.

Here’s what would be included as a part of your typical day :

Key Accountabilities :

  • Business Development : Establishes and maintains relationship with existing members; actively pursues business development opportunities;
  • networks with external business organizations in the community to generate referrals; pursues relationships with potential new members and actively promotes the full range of FW products and services through participation in community initiatives and events.

  • Sales and Service Strategy : Provides insurance advice to high value current and potential members, analyzes member data on income, assets, liabilities and wealth transfer objectives, identifies needs and provides appropriate insurance solutions or refers to product specialist within other FW lines of business;
  • seeks opportunities to assist members in consolidating their financial assets with First West; conducts follow-up interviews with members on at least a bi-annual basis to identify changes in circumstances that would require alternate insurance option.

  • Risk Management : Provides advise and acts in accordance with ethical standards, Life Insurance Council of BC policies and applicable regulatory requirements, ensuring that risk to the member and First West are minimized;
  • maintains compliance with First West audit and risk management policies and procedures. Keeps up to date with the changes surrounding Life Insurance and Wealth Management practices.

  • Leadership : Builds relationship with branch leadership and employees and provides subject matter expertise and / or mentoring when required;
  • schedules and facilitates product knowledge sessions with members and / or branch employees; provides input into the performance evaluation for assigned support staff.

  • Member Transactions : Processes applications; conducts follow-up discussions with insurance vendors and / or contractors and / or medical professionals, as required, to assist with the processing of applications;
  • sets up and maintains accurate member files.

    Required Skills, Experience & Qualifications :

  • Diploma (2 years) in a related discipline required
  • Life License Qualifying Program (LLQP) required
  • CLU, CFP or PFP or equivalent designation (within 24 months)
  • 3 years in a life insurance sales position
  • Proven superior knowledge of life insurance products and services
  • Proficient with computer software programs e.g. Microsoft Office
  • Why work for us?

    Our employees give us a lot and we think it’s only right to give something back. We offer a total rewards package that includes :

  • A competitive commission salary plus performance-based incentive compensation
  • Flexible benefits as well as retirement benefits
  • Other financial perks such as waived or reduced financial service fees, reduced rates on personal loans, mortgages, and vehicle leases, and no-interest loans to buy computers or fitness equipment for home use
  • But most of all, we’re invested in our local communities. Our initiatives are far-reaching with a special focus on raising food, funds and awareness for our local food banks.

    We volunteer and employees can be provided with paid time off to volunteer their time to assist in serving an organization.

    What’s your place in the First West story? Apply now and let’s find out together!

    First West regrets that only candidates selected for an interview will be contacted.

    Diversity & Inclusion

    First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate.

    If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.

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