Insurance Specialist - Winnipeg, Canada - Steinbach Credit Union

Steinbach Credit Union

Verified Company

Winnipeg, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Full time

Description

AVISO WEALTH INC. CAREER OPPORTUNITY
Credential Financial Strategies Inc. ("CFS"), in partnership with Steinbach Credit Union, presently has an opening for a licensed
Insurance Specialist.

CFS is a wealth management program offering financial planning, insurance and investments to members of credit unions and their communities.

As a self-starter you have what it takes to become highly successful and build the foundation for a successful career in financial services.

Ideally, you have a minimum of 1 year of successful financial advisory experience, which includes life insurance sales.

Key Responsibilities:

Conduct personal interviews with Members, identify individual Member needs and goals by leveraging preferred tools, develop an appropriate plan, and make appropriate insurance recommendations.
Provide members with investment counseling (segregated funds, annuities and estate GICs) and life and living benefits insurance services.
Share responsibility of office management duties and supports senior representatives with the management of ongoing client relationships including renewal and policy maintenance to ensure seamless operations and strong client engagement.
Create and maintain client files, reports on activities to the Credit Union Wealth Manager and/or Credential Sales Development Manager and adheres to compliance requirements.
Promote credit union's investment and insurance services within the Credit Union and in the broader community.
Stay informed with regard to the latest trends in estate planning and insurance solutions, broad knowledge of the products offered by Canadian insurance issuers, familiarity with industry competitors, current issues and strategies.

Requirements:

An established client base
Quality referrals from a leadgenerating environment
Ongoing training, coaching and education
A pleasant and professional working environment
Base salary plus bonus program together with company benefits

All responses are appreciated, however only those invited for an interview will be contacted.

Accessibility and Inclusivity

We believe our employees should represent the diversity of our members and the communities in which we live and serve.

If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we'll work with you to meet your needs.

Closing Date:
January 08, 2023

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
**Credential is a registered mark owned by Aviso Wealth Inc. and is used under license.