Mobile Insurance and Estate Specialist

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. This role involves identifying and capturing new business opportunities, generating additional sales and revenue, and providing exceptional customer service.

Requirements

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References
• 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.
• Proficiency in sales process and producing results.
• 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 contribute well to a positive team environment by working efficiently, professionally and in a friendly manner.
• Ability to effectively build and deepen productive customer relationships
• Ability to deal effectively and promptly with customer complaints or concerns
• Excellent organizational skills with orientation to detail and large volumes of work
• Comfortable in exploring and capturing customer needs and referring sales opportunities
• Willingness to work as a team and with other departments when required
• Bilingualism is an asset

Benefits

• Life insurance
• Segregated funds
• Credit products and services
• Mutual funds