Insurance Advisor
8 hours ago
Insurance Advisor SASCU Salmon Arm, British Columbia, Canada 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by SASCU. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$46,900.00/yr - CA$58,600.00/yr Direct message the job poster from SASCU We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun As an Insurance Advisor, you will provide service to new and repeat walk-in and phone-in clients on auto and general insurance. This includes problem solving client concerns to ensure retention of business and servicing client accounts by identifying additional business opportunities. What you’ll do: Provide counsel to clients, prepare quotes, and sell AutoPlan and general insurance. Follow up on referrals and facilitates referrals to relevant staff. Prepare binders and complete applications, change requests, report claims, and policy paperwork. Maintain knowledge of insurance products and services to effectively promote them to clients. Maintain inventory and supplies, ensuring the tidiness of the office and filing systems. Complete ICBC batching and inventory when necessary. What you’ll bring: Level 1 Insurance License, or successful completion of licensing within 6 months. 1 year of sales experience in a service-oriented environment. Strong service orientation with excellent communication skills. Comfort with technology, including word processing, databases, and using a variety of other programs. We invest in our employees by offering: A competitive base salary ($46,900 – $58,600 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds. Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program. Flexible spending account for additional health and personal wellness activities and expenses. Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering. Opportunities for career growth, financial assistance for training and development, and rewards and recognition. Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages. This is a full-time, Tuesday – Saturday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know Our Commitment to Diversity and Inclusion: SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives. A bit about SASCU: SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks. #J-18808-Ljbffr
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Insurance Advisor: Auto
7 hours ago
Salmon Arm, Canada SASCU Full timeA regional credit union in Salmon Arm is seeking an Insurance Advisor to deliver exceptional service to clients on auto and general insurance. This role involves preparing quotes, managing client accounts, and identifying new business opportunities. The ideal candidate will have a Level 1 Insurance License or be willing to obtain one within six months,...
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Associate Advisor
2 weeks ago
SALMON ARM, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? The RBC Dominion Securities branch located in Salmon Arm is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities...
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Associate Advisor
3 days ago
Salmon Arm, Canada RBC Full time $150,000 - $200,000Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Salmon Arm is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will...
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Associate Investment Advisor
4 weeks ago
Salmon Arm, Canada Royal Bank of Canada> Full timeOverviewThe RBC Dominion Securities branch located in Salmon Arm is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.What will you...
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Associate Investment Advisor
4 weeks ago
Salmon Arm, Canada Royal Bank of Canada> Full timeOverviewThe RBC Dominion Securities branch located in Salmon Arm is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.What will you...
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Customer Contact Centre Advisor
2 weeks ago
Salmon Arm, BC, Canada SASCU Full time $54,200 - $67,800 per yearAs a Contact Centre Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, you will deepen member relationships and uncover members' short- and long-term goals; tailored solutions may include loans, investments, or day-to-day products and...
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Contact Centre Advisor
2 weeks ago
Salmon Arm, British Columbia, Canada SASCU Full time $54,200 - $67,800 per yearAs aContact Centre Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, you will deepen member relationships and uncover members' short- and long-term goals; tailored solutions may include loans, investments, or day-to-day products and services.What...