Financial Services Specialist

6 days ago


Vancouver, British Columbia, Canada Blueshore Financial Full time

About Us

BlueShore Financial is a leading financial institution in British Columbia, with $7 billion in assets under administration and 390 employees. Our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.

Salary Range

The base salary for this role is $50,000 to $75,000, with the majority of total income coming from a competitive commission compensation structure.

Job Description

We are seeking a highly skilled Financial Services Specialist - Insurance Expert to join our Wealth Management team. As a key member of our team, you will deliver expert life insurance planning services, offering tailored advice and support for both personal and business insurance needs. You will collaborate closely with our Advisory Sales team to identify opportunities and provide targeted insurance solutions.

In this role, you will play a critical part in driving growth by expanding our clients' insurance portfolios and promoting our full range of products and services. If you have a passion for empowering clients and building strong financial futures, this opportunity is perfect for you.

Key Responsibilities

  1. Consult with clients on personal and business insurance needs by analyzing data and providing expert advice.
  2. Determine client needs, identify solutions, and make recommendations for consideration; provide information on a wide range of insurance products and services.
  3. Refer clients to other specialists as needed; ensure clients are aware of available products/services and maintain relationships for other banking needs.
  4. Process life insurance applications and conduct follow-up discussions.
  5. Conduct follow-up interviews with clients to identify changes in their circumstances and address any updates.
  6. Pursue business development opportunities through networking, community, and social activities while adhering to ethical standards and regulatory requirements.
  7. Act as a technical resource to staff, providing individual information sessions and demonstrations on life insurance products and procedures.

Qualifications and Experience

  • Current licensure 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 are an asset

Benefits

  • 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, and Perkopolis discount portal
  • Gender-neutral washrooms
  • Opportunities to be involved in social, inclusion, health, and fundraising committees


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