Mobile Insurance and Estate Specialist

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.

Mobile Insurance and Estate Specialist
- Jul 4, 2025

**Location(s)**: Help Headquarters

**Job Type**: Full Time Regular

**myWork Program**: Hybrid

**Starting Salary Range**: $60,000.00 Plus Commission

**Background Screening Requirement**:

- Enhanced Criminal Record Check
- Credit Check (every 5 years)
- Employment Verification
- References

**What’s the job?**
- The Mobile Insurance & Estate Specialist plays a key role in deepening client relationships and identifying opportunities to grow our business through tailored insurance and estate planning solutions. This role is focused on delivering high-quality advice and service across a range of products, including Life Insurance, Disability Insurance, Critical Illness Insurance, and other relevant insurance offerings.
- In addition to maintaining the appropriate licenses to sell insurance products, the Specialist must be qualified to provide detailed financial planning services to meet the evolving needs of our clients.
- A significant focus of this role is on building and expanding relationships with commercial clients. The Specialist will identify and develop opportunities in areas such as Partnership and Corporate Buy/Sell funding, Key Person Insurance, Group Benefits Plans, Health and Welfare Trusts, Split Dollar Arrangements, and other related life insurance products designed to support the unique needs of business clients.

**What you’ll get to do**:

- Demonstrate commitment by actively contributing support and participation in new Corporate initiatives.
- Customer Focus Ensure premium customer service is fulfilled.
- Establish and maintain strong customer relationships.
- At all times, abide by the corporate policies regarding professional conduct (i.e.; Code of Conduct and Conflict of Interest policies, Policy of Dishonest Conduct, dress code, etc).
- Be a positive role model and lead by example.
- Respect the privacy and confidentiality of all customer and staff information at all times.
- Actively participate in external and internal educational seminars and maintain current knowledge of Coast policies and procedures as they relate to this position
- Actively pursue a professional development plan.
- Complete educational requirements necessary to maintain all required licensing (ie C.E. Credits).
- Fulfill high quality insurance advice and services to customers.
- Provide advanced financial planning advice and service to customers
- Provide a full range of risk management products including but not limited to: life insurance, segregated funds, disability and critical illness insurance and annuities.
- Manage and grow the business.
- Market products and services to existing and prospective customers where appropriate, on a consultative basis (banking, insurance, commercial, investment and life insurance services) with the necessary member consent where required.
- Will distribute customers to other internal experts where required and outside the scope of their own responsibility.
- Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships.
- Contribute to a positive team environment by working efficiently, professionally and in a friendly manner and establishing and maintaining a harmonious working relationship with all employees.
- With positive purpose, improve our organization by sharing ideas and opinions, contributing to and building up communication in all directions and across all levels.
- Actively support the corporate Vision, Mission Statement, and Core Values.
- Assist others as needed and perform other duties as assigned.

**Who are we looking for?**
- Minimum 4 - 6 Years of Job-Related Experience
- A minimum of 7-9 years of direct sales experience in Financial Services of which at least 5 years is in Insurance and Estate Planning.
- High School Diploma plus completion of a Certificate Program (equivalent to one full year or 10 courses).
- Must have attained the CFP and CLU designations and a commitment to acquire advanced sales and leadership training.
- Proficient knowledge in all relevant technology systems
- Solid knowledge of all CCS products and services.
- Advanced knowledge of a variety of Insurance products
- Expert proficiency with life insurance products and administration.
- Proficiency in sales process and producing results.
- Demonstrated sales skills.
- Ability to effectively build productive customer relationships.

**Equity, Diversity & Inclu