Insurance Specialist (Hybrid)

TEAM LOCAL is hiring

Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $7.5 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people. 

Do you love identifying people’s needs and helping them find solutions? We are hiring an Insurance Specialist to join Prospera's team. This is a hybrid role that meets employees and members virtually and in person depending on their needs. As a key member of our thriving Wealth Planning team, the successful candidate will deliver exceptional advice around financial risk management and legacy planning to our affluent members.

What you’ll do:

• Service assigned branches with all their member insurance needs to the highest standards, ensuring careful methodical review of present and future financial needs for new and existing members.
• Proactively develop own product knowledge and understanding of Prospera’s various lines of business to make meaningful connections with customer needs.
• Attend and facilitate branch meetings, educating and coaching staff on insurance topics, how insurance can add value for clients, and recognizing referral opportunities.
• Actively build and maintain positive relationships with clients, members, insurance companies, employees, industry peers and other stakeholders.
• Build and maintain a referral network both within the organization and with external centers of influence.
• Proactively contact members to review existing insurance portfolios and offer new products and services.
• Monitor targets and set annual business plans for successful achievement of targets, keeping accurate records, and providing feedback to management of sales-related activities.
• Prepare documents required for purchase of insurance products and submit on a timely basis. The expectation is that most of the business is processed electronically.
• Review month-end reports on new business and lost business. Break down reporting by policy types, average revenues, and highlight any claims.

What you bring:

• College diploma, Bachelor’s degree, or technical certificate.
• 3 – 5 years’ customer service and business development experience in a life, disability and health insurance sales or similar role, or an equivalent combination of education and experience.
• Life, Accident, and Sickness Insurance Agent license.
• Any of the following are considered an asset: Certified Financial Planner (CFP) designation, Chartered Life Underwriter (CLU) designation, or Certified Health Insurance (CHI) designation.
• Proven sales skills and a passion for continuous learning and the interest in sharing knowledge and expertise with others.
• Effective communication and relationship building skills and able to build positive working relationships with internal and external stakeholders.
• Ability to manage multiple tasks and competing demands using judgment to prioritize ensuring on-time delivery of services.
• Demonstrated accountability for quality and timeliness of work, achieving results with no oversight while following guidelines, standards and regulations.
• Analytical and problem-solving skills to identify strengths and weaknesses of alternative solutions and approaches to problems.

Our Values

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.

Empower and enable others: We give each other the space, trust, and tools to succeed.

Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.

Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.

Thrive as One Team: We collaborate because it strengthens us.

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.

Career Advancement! We are committed to our employee’s growth and development, and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Hybrid Opportunity! This role participates in our flexible work program. Our approach to flexibility is simple- Work from home, our corporate centre or a branch location based on the type of work you’re doing. Bottom line is we want your best work no matter what location you’re working from on any given day.

Show me the money! We offer competitive pay, a personalized benefits program, a generous defined contribution pension plan, and an employee incentive program.

Community Focused. At Prospera, local banking means more, and that means giving back to the communities we live, work and play in. We participate in many communities minded activities throughout the year.

Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

Make an impact. Apply today. Join TeamLocal.