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Coast Capital Savings

Mobile Insurance and Investment Specialist

Posted 2 days ago

Job Details



Job Description

Location: Victoria
Job Type: Full Time
myWork Options: In-person, Hybrid
Background Screening Requirement:
  • Enhanced Criminal Record Check
  • Credit Check
  • Identity Verification
  • Employment Verification
  • References

  • What's the job?
    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.

    What else will you get to do every day?
  • 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 effective maintenance with a view to grow the portfolio.
  • Upon request, meet with customers and Financial Planners to provide Segregated Fund solutions as per customers' financial planning needs as out lined by the Financial Planner.
  • Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships.
  • Must be mobile. Able to meet with customers outside regular office environment, and on occasion, outside regular business hours.
  • Look for opportunities to refer additional insurance products as well as refer to our other business partners (i.e. banking)

  • Who are we looking for?
  • Life Licensed (LLQP)
  • Solid proficiency with mutual fund, segregated funds and life insurance products and administration
  • Proficient understanding of credit products and services in order to identify opportunities and make quality referrals.
  • Proficiency in sales process and producing results.
  • Working knowledge of Coast Capital Investment Services computer systems including but not limited to: CRM, Microsoft Outlook, Word and Excel, and EMWS software.
  • Up to date knowledge of product lines and services offered by CCS' Investment Services staff.
  • Ability to contribute well to a positive team environment by working efficiently, professionally and in a friendly manner.
  • Ability to effectively build and deepen productive customer relationships
  • Ability to deal effectively and promptly with customer complaints or concerns
  • Excellent organizational skills with orientation to detail and large volumes of work
  • Comfortable in exploring and capturing customer needs and referring sales opportunities
  • Willingness to work as a team and with other departments when required
  • Equity, Diversity & Inclusion at Coast Capital
    Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

    At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

    We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact or call 778-391-5836. We will work with you to meet your needs.

    Why join Coast Capital Savings?
  • Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
  • Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
  • A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
  • Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
  • Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
  • Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.
  • Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
  • Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.
  • An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.
  • We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.
  • Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

  • D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

    About Coast Capital Savings

    Coast Capital Savings is Canada’s largest credit union by membership. An Imagine Canada Caring Company, the credit union invested $5.6 million into local communities in 2017, focusing on empowering and engaging youth. Coast Capital is one of Canada's Most Admired Corporate Cultures™, and is a winner of the Canada's Best Managed Companies Platinum Club designation. It has 52 branches serving its 555,000 members in the Metro Vancouver, Fraser Valley, Vancouver Island and Okanagan regions of British Columbia. Product innovations include Canada's first free chequing account from a full-service financial institution.


    Banking & Finance

    Company Size

    1001-5000 employees

    Application closing date is 2024-07-22

    Current Openings

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