Mobile Insurance and Estate Specialist

Coast Capital Savings•Kelowna, BC

6d•Remote

About The Position

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.

Requirements

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

Responsibilities

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)