Life Insurance Specialist
Full-time
SAFE HARBOUR FINANCIAL SOLUTIONS INC.
SAFE HARBOUR FINANCIAL SOLUTIONS INC. is a values-driven financial services firm with over two decades of experience and we've just won 2026 BEST OF KELOWNA in 5 Financial Categories! Our firm emphasizes education, clarity, and practical guidance to support clients through major life and business transitions. Safe Harbour Financial delivers tailored solutions that span every insurance carrier in Canada. Twyla has been one of the TOP insurance/financial advisors in Canada for over a decade, work and be mentored alongside one of the best in the Country!
Role Description
The Life Insurance Specialist is a full-time, on-site role based in Kelowna, BC. This role is responsible for advising individuals, families, and business owners on life insurance solutions that support their overall financial and legacy planning goals. Day-to-day activities include meeting with clients to assess needs, recommending appropriate insurance products, preparing and presenting customized proposals, and managing the application and underwriting process. The Life Insurance Specialist will maintain ongoing client relationships through regular reviews, policy servicing, and proactive communication. The role also involves collaborating with other financial professionals, participating in educational events or workshops, and staying current on insurance products, regulations, and industry trends.
Qualifications
- Strong Insurance and Life Insurance knowledge, with the ability to explain policy options, coverage, and benefits clearly.
- Proven Insurance Sales and Sales skills, including prospecting, needs analysis, and closing in a client-focused, consultative manner.
- Solid Finance understanding to integrate life insurance solutions into broader financial and retirement strategies.
- Excellent Customer Service skills, with a focus on empathy, active listening, and long-term relationship building.
- Relevant provincial life insurance licensing (or eligibility to obtain) and adherence to all regulatory requirements.
- Previous experience in financial services, insurance, or wealth management is an asset.
- Strong communication, presentation, and interpersonal skills, with comfort discussing sensitive financial and family matters.
- High level of integrity, professionalism, and discretion when handling confidential client information.
- Ability to work independently, manage a pipeline of clients, and meet performance and service objectives.
Please reach out to our practice manager Heather at View phone number on ca.workus.org or email ***email_hidden*** to submit your resume.
Vacancy posted 20 days ago
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