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Specialist, Wealth Protection- Hybrid
7 months ago
Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement.
We are looking for a passionate professional with 3 or more years of Life Insurance industry experience, who also has a passion to work in our local communities and engage with members and non-members. Through the Specialist, Wealth Protection, Vancity will build strong and lasting relationships and provide wealth protection solutions to our members.
**A typical day would involve**:
- Providing quality wealth protection advice, service and solutions that enable Vancity policyholders to achieve wealth protection objectives while minimizing risk to policyholders, insurance providers, and Vancity.
- Building and maintaining a portfolio of wealth protection accounts through referrals from Vancity internal partners and existing members to create opportunities for new business and future growth.
- Collaborate with Vancity specialist roles to leverage referral opportunities across the organization.
- Creating and delivering wealth protection training materials and resources to optimize quality referrals on a consistent basis.
- Achieving assigned team sales and referral targets to contribute to profitability for Sustainable Wealth Management.
- Conducting learning sessions to elevate knowledge of internal partners or members regarding financial literacy.
**You are**:
- **Business Development** - focused and have demonstrated the ability to build strong internal and external networks to foster quality referrals consistently.
- **Passionate about Sales -** your impeccable track record for sourcing new business and developing relationships with members and prospective members makes you sought after by many.
- **Analytical** - ability to analyze current members situations, develop appropriate advice, strategies and produce alternative solutions while adhering to applicable regulatory standards.
- **A Great Communicator** - using your written, spoken, and interpersonal skills, you act as a resource for the specialized area, providing advice, guidance, explanations, and related support; all in a clear and concise manner.
- **A Confident Problem Solver**:
- **Flexible **- you are willing to travel or move geographically within Vancity’s market area to meet our member and/or business needs.
- **A team player** - you coach and mentor peers, while displaying a willingness to assist others and contribute to achieving team goals by working closely with colleagues, notably the wealth protection team.
**You Have**:
- Minimum 3 to 5 years of experience in Life Insurance Services
- Eligible for life insurance licensing in British Columbia (LLQP program)
- At least 2 or more years of experience working directly with clients/members
- Excellent relationship building skills
- A solid grasp of the Life Insurance services industry
- A working knowledge of financial services
**Bonus Points**:
- Certified Life Underwriter (CLU)
- Certified Financial Planner (CFP)
- Professional Financial Planner (PFP)
**The Team**: The Specialist, Wealth Protection reports directly into the Regional Manager Wealth Solutions.
**Salary Band**:Competitive base salary + variable incentive
***Posting Deadline: until filled**
**We offer**:
- We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada
- Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs
- New employees receive between three and four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases.
- In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs
