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 recommendationsIdentify and nurture leads through partnerships and networkingProcess insurance applications and maintain communicationBuild robust relationships between branches and advisorsServe as a knowledgeable resource within the organizationRequirements:Licensed with the Insurance Council of British Columbia4-6 years of experience in life insurance adviceExtensive knowledge of insurance productsUnderstanding of broader financial products and servicesCFP designation is preferred but not requiredSupport Beem Credit Union's mission of financial wellness through your expertise as a Life Insurance Advisor.

📌 Life Insurance Advisor At Beem Credit Union (Kelowna)
🏢 Beem Wealth & Planning
📍 Kelowna