Insurance Advisor

3 weeks ago

North Vancouver, Canada Blueshore Financial Full time
Wealth Protection Specialist - Insurance Advisor

Job Category: BlueShore Wealth

Requisition Number: WEALT002808

Posted: October 11, 2024

Full-Time

On-site

Locations

Showing 1 location

Wealth Protection Specialist - Insurance Advisor

Join our Wealth Management team as a Wealth Protection Specialist, where you'll have the chance to make a real impact on our clients' lives. In this unique role, you’ll deliver expert life insurance planning services, offering tailored advice and support for both personal and business insurance needs. You'll collaborate closely with BlueShore’s Advisory Sales team to identify opportunities from branch, wealth, business group, and commercial staff referrals, providing targeted insurance solutions. Beyond that, you'll play a key role in driving growth by proactively expanding our clients' insurance portfolios and promoting the full range of BlueShore’s products and services. If you're ready to empower clients and build strong financial futures, this opportunity is for you

BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Key responsibilities of this role are:

  • Consults with members on personal and business insurance needs by analyzing data on income, assets, liabilities, and wealth transfer objectives, in conjunction with client goals.
  • Determines needs, identifies solutions, and makes recommendations for client consideration; provides information on a wide range of insurance products and services including Universal Life, Critical Illness, Term Life, Whole Life, Long Term Care, Disability, Key Man, Buy-Sell Agreements, and Wealth transfer strategy options.
  • Refers clients to other specialists as needs are identified; ensures the client is aware of the products/services available from the credit union and branch relationships are maintained for all other personal banking needs.
  • Processes life insurance applications and conducts all necessary follow-up discussions.
  • Conducts follow-up interviews with clients to identify any changes within client circumstances and address where needs have changed.
  • Pursues business development opportunities in accordance with ethical standards and Life Insurance Council of British Columbia and all regulatory requirements, by identifying and pursuing leads through networking, community and social activities and other non-business functions.
  • Acts as a technical resource to other staff through individual information sessions and demonstrations on the features, benefits, and procedures associated with life insurance products and conducts follow-up where required ensuring understanding.

Qualifications and Experience

  • Currently licensed with the Insurance Council of BC (LLQP)
  • 5 to 7 years directly related experience
  • Expert knowledge of personal insurance products and concepts
  • Solid understanding of banking products and services
  • Strong working knowledge of taxation for individuals and corporations
  • CFP or other planning designations an asset

Pay Transparency

This role has a base salary of $50,000 to $75,000, with the vast majority of total income from an extremely competitive commission compensation structure.

What BlueShore Financial can provide you:

  • 4 weeks of paid vacation to start, plus paid personal and wellness days
  • Comprehensive Total Rewards Program including generous commission compensation, pension, flexible benefits, and employee assistance program
  • Work that is critical and impactful to the entire organization and our valued clients
  • Continuing education assistance and access to certified coach colleagues
  • Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates
  • Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits) and Perkopolis discount portal
  • Gender-neutral washrooms
  • Opportunities to be involved including social, inclusion, health and fundraising committees (ShoreConnect, Cultural Ambassadors, Health & Safety or BC Children’s Hospital)

What BlueShore Financial needs from you:

  • Recognize the strength that diversity, equity and inclusion brings
  • Forge relationships with colleagues for strong collaboration
  • Provide a premium level of service to all clients, internal and external
  • Communicate effectively and professionally
  • Exhibit a growth mindset
  • Strive for continuous learning
  • Be a proactive thinker and problem solver
  • Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences.

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, including women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

#J-18808-Ljbffr

  • Insurance Advisor

    7 months ago

    North Vancouver, Canada Westland Insurance Full time

    Insurance Advisor Terrace, BC, 4655 Lazelle Avenue, Terrace, British Columbia, Canada Req #2777 Friday, June 7, 2024 We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in  Terrace ,  BC.  Do you love to talk about...

  • Insurance Advisor

    7 months ago

    North Vancouver, Canada Westland Insurance Full time

    Insurance Advisor North Vancouver (Lonsdale), BC, 3010 Lonsdale Avenue, North Vancouver, British Columbia, Canada Req #3070 Saturday, June 8, 2024 We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our Lonsdale office...

  • Insurance Advisor

    7 months ago

    North Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our Lonsdale office in North Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Advisor Trainee

    7 months ago

    North Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in North Vancouver, BC at our Edgemont office location. **Please note the location is in North Vancouver and this is a on-site position** Do you love to provide exceptional...

  • Trainee - Insurance Advisor

    2 months ago

    North Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Vancouver (Edgemont), BC location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Trainee - Insurance Advisor

    6 months ago

    North Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Vancouver, BC - Lonsdale location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Trainee - Insurance Advisor

    6 months ago

    North Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Vancouver, BC (Lonsdale) location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Trainee - Insurance Advisor

    6 months ago

    North Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our North Vancouver, BC (Lonsdale) location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...

  • Insurance Advisor/ Customer Services

    3 weeks ago

    North Vancouver, Canada Westland Insurance Group Ltd. Full time

    p>We’re searching for an Insurance Advisor. p>Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our Lonsdale office in North Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? We are looking for a career-minded individual who is focused on growing their insurance industry...

  • Auto Insurance Advisor

    3 months ago

    North Vancouver, Canada Johnston Meier Insurance Agencies Group Full time

    **Auto Insurance Advisor Opportunity** **Location**: 333 Brooksbank Ave, North Vancouver, BC **Job Summary** Johnston Meier Insurance has a position available at their North Vancouver office for a Licensed Auto Insurance Advisor. If you have great communication and interpersonal skills, an Insurance Level 1 License, office experience and are willing to...

  • Insurance Advisor

    6 months ago

    North Battleford, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our North Battleford, SK office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Insurance Advisor

    1 month ago

    Vancouver, Canada Westland Insurance Full time

    Vancouver (Arbutus), BC, 2110 Lahb Ave, Vancouver, British Columbia, Canada Req #3540 Wednesday, November 6, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Arbutus office in Vancouver, BC. Do you love to talk about...

  • Insurance Advisor

    6 months ago

    Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for Vancouver, BC office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...

  • Insurance Advisor

    1 month ago

    North Vancouver, Canada Westland Insurance Full time

    North Vancouver (Lonsdale), BC, 3010 Lonsdale Avenue, North Vancouver, British Columbia, Canada Req #3070 Wednesday, November 20, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor at our Lonsdale office in North Vancouver, BC. Do...

  • Road Advisor, Auto Insurance

    6 months ago

    North Vancouver, Canada Waypoint Insurance Full time

    POSITION OVERVIEW Waypoint is seeking a motivated Insurance Professional to join our client-focused team as a Road Advisor. As a Road Agent, you will play a vital role in servicing client insurance needs by visiting them at dealerships. If you are passionate about client service, eager to grow into a producer, and enjoy being on the road, this opportunity...

  • Insurance Advisor

    6 months ago

    Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for West 16th Ave office in Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for...

  • Insurance Advisor

    2 months ago

    Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Arbutus office in Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Insurance Advisor

    6 months ago

    Vancouver, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our West 8th Ave office in Vancouver, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...

  • Commercial Insurance Advisor

    3 months ago

    Vancouver, Canada AMC Insurance Full time

    **Commercial Insurance Advisor** **Salary: $70,000.00-$90,000.00 per year** **Location 1**:Vancouver Office - 593 W 57th Ave, Vancouver, BC V6P 1R8 **Location 2**:Surrey Head Office - 120 - 12888 80th Ave. Surrey, BC, V3W 3A8 **Location 3**:Brunette Office - 552 Clarke Rd #404, Coquitlam, BC V3J 3X5 **We are Proud to Offer**: - We promote work-life...

  • Insurance Advisor, Auto

    1 week ago

    North Battleford, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor, Auto at our location in North Battleford, SK. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual...