Insurance Associate

7 months ago

London, Canada Libro Credit Union Full time

Career Opportunity

Libro is growing - and Libro is hiring.

Our expansion plans include a series of new hires across southwestern Ontario. Take a look.

Who We Are

Imagine working for an organization where every employee and customer is an Owner.

No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.

What Opportunity Awaits?

The Insurance Associate - Libro Wealth Services (LWS) will enable our Libro Wealth Strategies Coaches to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services required. Responsible for working closely with all team members to identify and refer opportunities within all segments.

LWS is a program provided by Aviso Wealth offering financial planning, life insurance and investments to members of credit unions and their communities. Trademark(s) of Libro Wealth Strategies are used under license by Credential Financial Strategies Inc.

This role is eligible for our hybrid work program.

Given regulatory requirements for employment, benefits, etc., this role is an employed position with Credential Financial Strategies via our Libro Wealth Strategies (LWS) offer.

The Epic Human we are looking for will;
Provide both proactive and follow-up service to appropriately fulfill Owner needs and expectations.
I dentify cues and refers opportunities seamlessly to appropriate specialists to match expertise to Owner’s identified needs.
Develop collaborative relationships with internal teams and business segments to effectively service Owners and grow business.
Contribute to and provide feedback on team business plan for continual improvement and results. Work with Coach to identify activities and set goals to support business plan success.
Provide regional teams with insurance related sales support including documentation, appointment preparation and reports allowing sales team to focus on proactive activity.
Meets the compliance of established Aviso/CFS and regulatory policies, procedures, and processes to serve Owners effectively and accurately.
Makes smart risk decisions that protect our Owners, Aviso, and Libro.
Participate in promotions and location campaigns to build both Aviso’s and Libro’s brands and grow business.
Participate in ongoing continuous improvement activities and culture through process improvement suggestions, participation in kaizen initiatives and consistent implementation and support of process changes.
Invest time and expertise by participating in team activities and volunteering with local community groups, to deliver on Libro’s Prosperity Purpose.

Could this be you? Are you ready to Be Libro ? Do you have?

A passion for growing prosperity in Southwestern Ontario by transforming banking through developing others and inspiring financial happiness?
Are you an Epic Human; joyful in your work, passionately accountable, a bold explorer and mutually inclusive?
Do you have a business related diploma (preferred) or related studies or experience? Previous experience in a financial institution with 1-3 years customer service experience?
Proficient knowledge of insurance compliance requirements? Working knowledge related to investment benefits considered beneficial.

**How we bring Joyful in our work**:
Competitive salaries and employee pension plans
Comprehensive benefit package, with all premiums paid for by Libro
Generous vacation time
Employee wellness programs
Staff accounts and staff rates on products and services
Staff appreciation programs and awards
Career development opportunities including tuition assistance
Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team

If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Southwestern Ontario - we want to hear from you

With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking - all centered on growing prosperity. Libro pursues its purpose through four key pillars - employment, financial resilience, local food accessibility, and housing.

Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Any time during the recruitment process please

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