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Insurance Specialist (Full-time) - Jobs in Winnipeg, MB

Steinbach Credit Union
Job LocationWinnipeg, MB
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

AVISO WEALTH INC. CAREER OPPORTUNITYCredential Financial Strategies Inc. (“CFS”), in partnership with Steinbach Credit Union, presently has an opening for a licensed Insurance Specialist. CFS is a wealth management program offering financial planning, insurance and investments to members of credit unions and their communities.As a self-starter you have what it takes to become highly successful and build the foundation for a successful career in financial services. Ideally, you have a minimum of 1 year of successful financial advisory experience, which includes life insurance sales.Key Responsibilities:

  • Conduct personal interviews with Members, identify individual Member needs and goals by leveraging preferred tools, develop an appropriate plan, and make appropriate insurance recommendations.
  • Provide members with investment counseling (segregated funds, annuities and estate GICs) and life and living benefits insurance services.
  • Share responsibility of office management duties and supports senior representatives with the management of ongoing client relationships including renewal and policy maintenance to ensure seamless operations and strong client engagement.
  • Create and maintain client files, reports on activities to the Credit Union Wealth Manager and/or Credential Sales Development Manager and adheres to compliance requirements.
  • Promote credit union’s investment and insurance services within the Credit Union and in the broader community.
  • Provide support to Credit Union staff on the referral of qualified clients for investment and estate solutions, subject to compliance with Credit Union Act.
  • Stay informed with regard to the latest trends in estate planning and insurance solutions, broad knowledge of the products offered by Canadian insurance issuers, familiarity with industry competitors, current issues and strategies.
RequirementsThe successful candidate will work out of our CFS office in Winnipeg, Unit B Steinbach Credit Union, Linden Ridge location. Our employees are team-oriented individuals and support a relationship-based environment. If you are looking for a new and dynamic career, have a Level I Life License, then this may be the opportunity you have been waiting for. A CFP designation or enrolment in a Financial Planning program is a definite asset.Credential is one of the few National Accounts with access to all the major insurance companies, and in order to take advantage of the benefits of joining a National Account, advisors must give up all existing agent codes upon joining Credential. Full details will be provided to the successful candidate.The successful candidate will benefit from the following:
  • An established client base
  • Quality referrals from a lead-generating environment
  • On-going training, coaching and education
  • A pleasant and professional working environment
  • Base salary plus bonus program together with company benefits
For more information on Steinbach Credit Union, please visit the website at: https://www.scu.mb.ca/.Interested candidates can apply for the Insurance Specialist position in confidence, through the career opportunities page at: https://www.scu.mb.ca/careers* by January 08, 2023.*All responses are appreciated, however only those invited for an interview will be contacted.Accessibility and InclusivityWe believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.Closing Date: January 08, 2023We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.®Credential is a registered mark owned by Aviso Wealth Inc. and is used under license.Job Type: Full-timeQuick Apply
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