Job Description
Become a Mobile Insurance & Investment Specialist with Coast Capital Savings in Kelowna. Focus on expanding life insurance and segregated fund sales while providing exceptional customer experiences.
In this full-time position, you will excel in identifying new business opportunities by engaging clients with renewing policies. Collaborating with Financial Planners, you will address customer needs and ensure seamless service. Your role will also involve active community engagement and building lasting client relationships.
Key Responsibilities:
• Generate new business through customer outreach
• Facilitate client interactions for investments
• Ensure compliance with documentation and regulations
• Support branch initiatives for service excellence
• Proactively enhance existing accounts and customer trusts
Requirements:
• Life License required (LLQP)
• Comprehensive knowledge of insurance products
• Exp...
In this full-time position, you will excel in identifying new business opportunities by engaging clients with renewing policies. Collaborating with Financial Planners, you will address customer needs and ensure seamless service. Your role will also involve active community engagement and building lasting client relationships.
Key Responsibilities:
• Generate new business through customer outreach
• Facilitate client interactions for investments
• Ensure compliance with documentation and regulations
• Support branch initiatives for service excellence
• Proactively enhance existing accounts and customer trusts
Requirements:
• Life License required (LLQP)
• Comprehensive knowledge of insurance products
• Exp...
Ready to Apply?
Take the next step in your AI career. Submit your application to Coast Capital Savings today.
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