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    Investment Analysis Officer - Surrey, BC, Canada - Coast Capital Savings

    Coast Capital Savings
    Coast Capital Savings Surrey, BC, Canada

    2 weeks ago

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    Description
    Victoria, Admin - Douglas St, Help Headquarters, Kelowna Branch, Langley Business Centre, North Vancouver Branch, Richmond Centre Branch, Vancouver


    Job Type:
    Full Time

    Credit Check

    ~ The Mobile Insurance & Investment Specialist is responsible for delivering growth of Life Insurance and Segregated Fund sales portfolios in partnership with a dedicated geography of retail branches. Specifically, the Mobile Insurance & Investment Specialist will be responsible for Identifying and capturing new and additional business opportunities through proactively reaching out to customers with renewing policies and life changing events. You will also be responsible for generating additional sales and revenue in the areas of term life insurance, critical illness Insurance and assisting Financial Planners/Advisors in the analysis, proposal, and closing of new Segregated Fund business while supporting and delivering an exceptional Customer Experience through the ongoing maintenance of existing life insurance and Segregated Fund portfolios.


    Effectively communicate to both internal (Mobile Insurance & Estate Specialists, Financial Planners/Advisors, etc.) Demonstrate commitment by actively contributing support and participation in new corporate initiatives.

    ~ In conjunction with the Manager, Member Services, the Regional Managers and the Investment teams be actively involved in the community the branch services to foster the image and reputation of Coast Capital Savings.

    ~ Dynamically and visibly work collaboratively with as well as provide coaching, training and mentorship to Manager, Member Services, Regional Managers, Planners/Advisors, Relationship Managers, and Member Banking Specialists.

    ~ Work with branch management team and Planners/Advisors to integrate the efforts and activities of Investment activities.

    ~ Ensure all processes are in adherence with regulatory and compliance requirements.

    ~ Demonstrate discipline in record keeping, sales tracking, CRM notes.

    ~ Complete educational requirements necessary to maintain all required licensing (ie C.Credits).

    ~ Fulfill high quality insurance and investment advice and services to customers.

    ~ Provide a partial range of risk management products including term life insurance and critical illness insurance.

    ~ Fulfil all new account openings, maintenance, and administration Segregated Fund portfolios in cooperation with the Financial Planner/Advisor.

    ~ Reactively provide service for in force Life, Critical Illness, and Disability Policies. This could be remote communication or in person.

    ~ Proactively contact customers by phone whose term policies are eligible for conversion / renewal. Success will be measured by appointments booked and completed (with no cancellations) by the Mobile Insurance & Estate Specialists as well as term life and critical illness policies that are within guidelines.

    ~ Upon request, meet with customers and Financial Planners to provide Segregated Fund solutions as per customers' financial planning needs as out lined by the Financial Planner.

    ~ 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.

    ~ Able to meet with customers outside regular office environment, and on occasion, outside regular business hours.

    ~ Look for opportunities to refer additional insurance products as well as refer to our other business partners (i.e. banking)

    Life Licensed (LLQP)

    ~ Solid proficiency with mutual fund, segregated funds and life insurance products and administration

    ~ Proficient understanding of credit products and services in order to identify opportunities and make quality referrals.

    ~ Working knowledge of Coast Capital Investment Services computer systems including but not limited to: CRM, Microsoft Outlook, Word and Excel, and EMWS software.

    ~ Up to date knowledge of product lines and services offered by CCS' Investment Services staff.

    ~ Ability to deal effectively and promptly with customer complaints or concerns

    ~ Equity, Diversity & Inclusion at Coast Capital
    We are committed to building better, brighter, more inclusive futures for everyone - including our employees. At Coast Capital, we are committed to equity, diversity and inclusion.

    We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women.

    We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.


    It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.

    ~ Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.

    ~ Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.

    ~ In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.

    ~ Retirement options. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.

    ~ Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.

    ~ We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.

    ~ We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.

    ~ Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

    D&I at Coast At Coast Capital, we value diversity, equity and inclusion.

    We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community.

    We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    #
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