- Posting Deadline: Please submit your application by 11:59 PM PST, July 9, 2020*
Together, Let’s Do Great Things!
We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you to join our Private Wealth Team. We need a Wealth Protection Specialist to support the Nanaimo Region, so if you’re passionate about improving people’s financial health and have experience with life, disability and health insurance we’d like to hear from you.
What’s the role?
As a Wealth Protection Specialist, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of insurance services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions. Our established referral system also allows you to do what you do best – spend your valuable time improving people’s financial health. The ideal candidate is passionate about helping members protect themselves, their families, and their assets by matching their needs to insurance solutions.
What are we looking for?
Life & Accident Insurance License in the Province of BC
Candidates must be fully licensed and passed all supervisory periods as required by the Insurance Council of BC.
2-3 years’ experience with life, disability, and health insurance sales
Preferably, a thorough understanding of credit union operations, principles and values.
Tech savy, with knowledge of e-app, e-sign and non face to face Insurance sales processes.
Ideally, you are a flexible, collaborative team player with:
Proven sales experience;
Ability to analyze and interpret the needs of clients and offer the appropriate options, solutions and resolutions;
Proven social networking skills and an ability to connect with individuals inside and outside the organization.
If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.
What we offer you:
First year base salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development
Fun & collaborative team environment with ongoing training and support
Who are we?
Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:
We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.
If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!
Meet our Private Wealth Team at www.coastalwealth.ca