Wealth Protection Advisor Insurance Service
Tru Cooperative Bank
Provide term life insurance advice as a Wealth Protection Advisor (Service) in a hybrid role serving members virtually across British Columbia branches. Use relationship-building and sales expertise to identify coverage needs.This centralized position delivers less complex insurance planning, solutions, and advice for term life insurance deals. You will review members’ current coverage, recommend solutions for present and future life-cycle needs, and refer complex planning to the Wealth Protection Advisor. The work includes member data analysis, policyholder outreach, referrals, and branch education.Key Responsibilities:
Mine current regular term life insurance policyholdersReview coverage and recommend appropriate insurance solutionsRefer complex planning to the Wealth Protection AdvisorProcess applications and maintain accurate member filesDeliver product knowledge sessions for branch employeesRequirements:
Life Insurance Qualifying Program certification requiredTwo to four years of life insurance sales experienceRelated bachelor’s degree or equivalent education and experienceStrong networking, relationship-building, and sales abilitiesKnowledge of life insurance products and services preferredApply your term insurance knowledge, compliant advice, and relationship skills as a centralized Wealth Protection Advisor (Service).
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Mine current regular term life insurance policyholdersReview coverage and recommend appropriate insurance solutionsRefer complex planning to the Wealth Protection AdvisorProcess applications and maintain accurate member filesDeliver product knowledge sessions for branch employeesRequirements:
Life Insurance Qualifying Program certification requiredTwo to four years of life insurance sales experienceRelated bachelor’s degree or equivalent education and experienceStrong networking, relationship-building, and sales abilitiesKnowledge of life insurance products and services preferredApply your term insurance knowledge, compliant advice, and relationship skills as a centralized Wealth Protection Advisor (Service).
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Vacancy posted 2 hours ago
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