Elevate financial wellness for British Columbians as a Wealth Protection Specialist at Beem Credit Union. Provide expert advice on life insurance and holistic financial strategies to members.
In this vital role, you will utilize your 4-6 years of experience to consult with clients about personal and business insurance needs. Collaborate closely with the Advisory Sales team, identifying referral opportunities and delivering tailored insurance solutions. Your commitment to compliance and member education will drive success in fostering relationships and promoting product understanding.
Key Responsibilities:
• Consult with members on insurance needs and solutions
• Partner with sales teams to identify referral opportunities




• Process life insurance applications efficiently
• Maintain solid branch relationships for seamless service
• Act as a technical resource for internal teams
Requirements:
• Licensed with Insurance Council of British Columbia
• 4-6 years of insurance advice experience
• Expert knowledge of personal insurance products
• Understanding of investment and banking services
• Certified Financial Planner designation preferred
Become a trusted partner in wealth protection and financial planning at Beem Credit Union.
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📌 Wealth Protection Specialist at Beem Credit Union (Kelowna)
🏢 Beem Wealth & Planning
📍 Kelowna