Join Beem Credit Union as a Life Insurance Advisor, specializing in member-focused insurance solutions. Your expertise will guide members to comprehensive financial wellness.

In this position, you will consult on personal and business insurance needs, applying your 4-6 years of experience to provide ethical and compliant advice. Team collaboration with the Advisory Sales department will be crucial in identifying opportunities and supporting members with holistic financial strategies. Your role is pivotal in ensuring members understand and appreciate the importance of insurance in their financial planning.

Key Responsibilities:
• Review client needs to provide tailored insurance recommendations
• Identify and nurture leads through partnerships and networking




• Process insurance applications and maintain communication
• Build robust relationships between branches and advisors
• Serve as a knowledgeable resource within the organization

Requirements:
• Licensed with the Insurance Council of British Columbia
• 4-6 years of experience in life insurance advice
• Extensive knowledge of insurance products
• Understanding of broader financial products and services
• CFP designation is preferred but not required

Support Beem Credit Union's mission of financial wellness through your expertise as a Life Insurance Advisor.
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📌 Life Insurance Advisor at Beem Credit Union (British Columbia)
🏢 Beem Wealth & Planning
📍 British Columbia