Insurance & Benefits Associate

1 week ago


st andrews, Canada impact wealth Full time

Insurance & Benefits Associate

If you are passionate about making a positive impact and helping others in their financial decisions, we want to hear from you. At Impact Wealth, we guide clients through crucial financial choices, specializing in supporting successful entrepreneurs and families in Atlantic Canada. Our unique 360° Impact TM process provides customized investment, insurance, and planning solutions that cater to individual requirements. As the first certified Benefit Corporation (B Corp) wealth advisor in Atlantic Canada, we prioritize social, environmental, and financial outcomes. B Corps are a driving force for a better future, using business as a catalyst for positive change.

The Opportunity

We are in search of a skilled Insurance & Benefits Associate to join our team in Saint Andrews, New Brunswick. In this role, you will collaborate with our experienced team to offer tailored solutions to clients. Responsibilities include managing client relationships, group insurance, insurance processing, and operational support, all contributing to our goal of enhancing financial confidence.

What you will be doing

  • Cultivating strong client relationships by providing excellent service and proactive communication.
  • Conducting client reviews to understand insurance needs.
  • Acting as the main point of contact for client inquiries.
  • Maintaining accurate client records utilizing CRM platforms.

What we are looking for

  • A team player with strong organizational skills and attention to detail.
  • Adept at anticipating and addressing client needs effectively.
  • Self-motivated with the ability to deliver results.
  • Excellent communication and interpersonal skills.
  • A continuous learner with a willingness to grow personally and professionally.
  • Prior experience in financial services preferred.

What's in it for you

  • Competitive starting salary with performance-based incentives.
  • Opportunity to work in a purpose-driven firm in a scenic location.
  • Flexible work culture supporting work-life balance.
  • Comprehensive health benefits and retirement savings plan.
  • Additional holidays and wellness allowances.
  • Team-building activities and support from experienced colleagues.

Impact Wealth is dedicated to creating a positive workplace and values diversity. If this opportunity excites you, we invite you to apply



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