Transform lives through insurance planning as an Insurance Planning Expert at Beem Credit Union. Use your skills to assess and address the insurance needs of clients across British Columbia.

As a Wealth Protection Specialist, you'll leverage your considerable experience in life insurance and financial services to provide tailored, regulatory-compliant advice. Engage with members through proactive consultations, leading to meaningful solutions for personal and business insurance. Your contributions will not only enhance member experience but also foster invaluable relationships.

Key Responsibilities:
• Analyze member circumstances to recommend insurance solutions
• Collaborate with sales teams for successful referral generation




• Ensure timely completion of insurance applications
• Strengthen advisor relationships across service lines
• Share your knowledge with internal teams

Requirements:
• Licensed and in valuable standing with the Insurance Council
• 4-6 years of relevant life insurance experience
• Proficient in various personal insurance products
• Solid understanding of holistic financial advice
• CFP designation or relevant financial credentials a plus

Make a difference by guiding members to financial wellness through effective insurance planning at Beem.
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📌 Insurance Planning Expert at Beem Credit Union (British Columbia)
🏢 Beem Wealth & Planning
📍 British Columbia