About Coast Capital
As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.
What’s the job?
The Mobile Insurance & Estate Specialist is responsible for:
- Establishing and deepening client relationships in order to maximize business opportunities.
- Providing high quality insurance and estate service and advice to customers and to other roles / teams within Coast Capital.
- Generating sales and growth in areas of Life Insurance, Disability Insurance, Critical Illness Insurance and other relevant Insurance and Estate Planning products.
- Remaining licensed to sell insurance products and segregated funds and being qualified to provide detailed financial planning services.
- Establishing and deepening commercial client relationships in order to maximize business insurance opportunities. These include but are not limited to Partnership and Corporate Buy/Sell funding, Key Man Insurance, Group Benefits Plans, Health and Welfare Trusts, Split Dollar Arrangements and other related Life Insurance products.
Who are we looking for?
- Minimum 4 – 6 Years of Job-Related Experience
- A minimum of 7-9 years of direct sales experience in Financial Services of which at least 5 years is in Insurance and Estate Planning.
- High School Diploma plus completion of a Certificate Program (equivalent to one full year or 10 courses).
- Must have attained the CFP and CLU designations. •A commitment to acquire advanced sales and leadership training.
- Proficient knowledge in all relevent technology systems
- Solid knowledge of all CCS products and services.
- Advanced knowledge of a variety of Insurance products
- Expert proficiency with life insurance products and administration.
- Proficient understanding of investment products and credit products and services in order to identify opportunities and make quality referrals.
- Proficiency in sales process and producing results.
- Demonstrated sales skills.
- Ability to effectively build productive customer relationships.