Drive growth in life insurance portfolios as a Mobile Specialist. Engage customers through renewing policies and life events while delivering a superior customer experience across varying platforms.
In this full-time role, you'll identify current business opportunities and generate additional sales through proactive engagement with customers. This includes supporting Financial Planners in closing new Segregated Fund business. Your commitment to customer service will be vital as you manage ongoing relationships and ensure compliance with industry regulations.
Key Responsibilities:
• Proactively reach out to customers for policy renewals
• Generate sales in term life and critical illness insurance
• Support financial planning and closing of new business
• Ensure adherence to regulatory compliance
• Document all transactions accurately
Requirements:
• Life Licensed (LLQP) certification required
• Proficiency in insurance and financial products
• Strong sales process and results orientation
• Excellent organizational skills and attention to detail
• Ability to build and deepen customer relationships
Leverage your expertise to capture new sales opportunities and provide high-quality insurance solutions to customers.
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Apply on Kit Job: kitjob.ca/job/2g8yij
📌 Mobile Life Insurance Specialist (Surrey)
🏢 Coast Capital Savings
📍 Surrey
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