Company Description Orca Wealth and Insurance Services focuses on maximizing asset gearing across diversified financial instruments to help clients achieve stronger leverage in their wealth creation. The company is committed to saving clients money while supporting them in reaching their financial goals on time.

Orca Wealth and Insurance Services emphasizes proactive risk management to reduce unforeseen financial pitfalls. With an advisory approach branded as “The Risk Doctor,” the firm offers personalized guidance to help clients build and protect their wealth over the long term.

Role Description The Personal Insurance Broker is a full-time remote role responsible for advising individuals on personal insurance solutions aligned with their financial and risk management needs. Daily tasks include consulting with clients to assess coverage requirements, recommending suitable insurance products, and preparing quotes and policy comparisons.

The role involves managing policy applications, renewals, and changes, as well as responding to inquiries and resolving service issues in a timely and professional manner.

The Personal Insurance

Broker collaborates closely with internal partners and carriers, maintains accurate client records,



and stays current on industry trends and regulatory requirements to deliver informed, compliant advice. The broker also supports broader wealth and retirement strategies by integrating insurance recommendations into clients’ long-term financial plans.

Qualifications

- Candidates should possess strong skills in Insurance Brokerage and Insurance, with experience advising on personal lines coverage and policy structures.
- Candidates should possess solid Finance and Retirement Planning skills, enabling integration of insurance solutions into comprehensive wealth and retirement strategies.
- Candidates should possess excellent Customer Service skills, including transparent communication, active listening, and a client-focused approach to resolving issues.
- Relevant skills such as analytical thinking, attention to detail, and proficiency with digital tools and CRM systems are beneficial.
- Relevant qualifications such as applicable insurance licensing, prior experience in personal insurance or financial services, and ongoing commitment to professional development are beneficial.

📌 Personal Insurance Broker (British Columbia)
🏢 Orca Wealth and Insurance Services
📍 British Columbia