Insurance – Branch Manager

Interior Savings Insurance is a locally owned and operated insurance agency with 16 branches.

As a valued member of our Sales & Service team, you will experience a workplace that is diverse, stimulating and rewarding.  Our interactions with one another and our clients are based on respect and integrity, making Interior Savings Insurance a great place to work and build your career.

We currently have an opening for a Full Time Branch Manager in our Merritt Branch location.

As a Branch Manager with Interior Savings Insurance you are a key contributor to leading a team. You will ensure overall branch sales and service strategy, marketing plans, and operations are consistent with the direction and long-term goals & objectives of Interior Savings Insurance.

Through your coaching and leadership you will lead your team to achieve profitability of the branch. You are responsible for leading and executing on sales and service strategies in support of your region’s corporate business goals. As a coach and a leader you are actively engaged with your team on strategies to meet the immediate needs of the clients while looking for additional opportunities to grow the business. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will be responsible for maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success by demonstrating behaviors that are consistent with Interior Savings Insurance Vision, Mission and Values.

You will coach to and follow the organizational business model when referring clients, preparing for meetings and uncovering needs. Through your strong interpersonal skills you will manage key HR functions including interviewing and hiring, coaching and training, conducting performance reviews and initiating performance improvement plans and progressive discipline as needed. You will work closely with the Regional Manager and act as a positive liaison between branch employees and the Management Team, Department Managers, and other branches. You will also perform other duties as assigned.

Education

  • Level III Insurance License
    • CAIB 1 – 4
  • Post-secondary diploma in a related field

 Experience/Knowledge

  • 5 years experience in the insurance industry
  • 3 years experience with a Level II License and in a supervisory position
  • Able to manage one of the larger branches
  • Able to manage more than one branch
  • Strong working knowledge of insurance products, including both personal and commercial lines; knowledge of appropriate legislation and regulations; ability to meet and deal effectively with clients, resource people, employees and insurance company representatives; ability to make decisions based on consideration of all relevant information; proven ability to coach, mentor, supervise and lead managers and others; working knowledge of computerized administrative systems; strong background in day to day operational issues.

“For more information or to apply for this position please visit our website: www.interiorsavings.com.”

We thank all applicants for their interest and will contact short-listed candidates only.

 

General Manager, Insurance

Northern Savings Insurance Services, our insurance subsidiary, has an exciting career opportunity. Our current opening for a full time General Manager, Insurance may just be what you have been waiting for. General Manager, Insurance, is the leader of an insurance division and one business unit. The role oversees the daily operations of an insurance office as well the overall subsidiary’s performance.

Primary Purpose

The General Manager, Insurance provides strategic leadership to a multi-branch insurance agency including recommending and implementing strategies and programs to develop and grow the business. Will be responsible to lead the provision of exemplary customer service, provide for engagement of employees, manage the operations to be efficient and effective, take action to mitigate current and emerging risk, and provide for financial health of the unit while contributing to the operational and financial health of Northern Savings Insurance Services and the Credit Union as a whole.

The General Manager, Insurance professionally demonstrates positive leadership within their business unit and insurance division, the Credit Union and externally in the community. The role is responsible to develop and implement strategic and operational business objectives related to the delivery of insurance services. They are accountable for producing insurance specific financial results and customer service excellence. This role acts to inspire employees of Northern Savings Insurance Services to produce results that are in the best interest of the Credit Union, while respecting the needs of its customers and members. The General Manager, Insurance leads the development and training of employees so that they can meet their goals and achieve their maximum potential

Key Accountabilities

Knowledge of Market and Industry:

  • Maintains knowledge of internal and external insurance market with regards to services, products, rates and fees.
  • Maintains knowledge of economic factors and their implications for the business.
  • Maintains awareness of competition in the market.
  • Maintains knowledge of Credit Union products and services in order to refer customers to the branch, Businesses Services and Financial Planning.
  • Provides leadership recognition for the Credit Union through the identification of subject matter experts at Northern Savings who can share their knowledge in the community at local events or engagements
  • Identifies initiatives to facilitate the Credit Union’s corporate social responsibility in the community and works with staff and community leaders in fulfilling commitments.

Customer Service:

  • Organizes the delivery of products and services to achieve customer service excellence.
  • Monitors the changing customer needs and expectations and adapts to those needs.
  • Ensures professional image of business unit to members and internal customers.
  • Collaborates with staff in addressing services issues and customer concerns.
  • Advises Corporate Office on challenges in delivery of products and services to maximize customer service and on changing member needs and expectations.
  • Is an advocate for Northern Savings Credit Union in attracting new members in order to build the membership base.
  • Actively seeks new customers for the insurance subsidiary and actively seeks to provide additional insurance for a customer’s full needs.

Employee Engagement:

  • Builds a positive, capable team to meet the mandate of the business unit.
  • Builds a positive work environment that is motivating to staff.
  • Works with direct reports in establishing annual personal goals and targets and supervises progress on meeting or exceeding those goals.
  • Provides coaching to enhance employee performance with respect to sales, quality of customer service, processing and delivery of policies, handling of claims, and interpersonal skills.
  • Establishes performance targets for agency branches; monitors performance and provides coaching and direction o agency branches to facilitate achievement of goals.
  • Fosters a culture consistent with the Credit Union’s values and service philosophy.
  • Delivers effective ongoing performance feedback for staff.
  • Identifies training and development needs to assist knowledge level of staff and facilitates delivery.
  • Collaborates with management team colleagues and with Corporate Office staff and leaders.

Operational Effectiveness:

  • Provides for effective functioning of Northern Savings Insurance Services and attaining stated objectives.
  • Identifies process improvements and implements such within unit and shares with other applicable units and with Corporate Office.
  • Facilitates communication between senior management and staff.
  • Contributes to the setting of the business unit’s strategic direction.
  • Addresses day to day administrative issues on a timely basis and facilitates resolutions.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.

Risk Management and Financial Health:

  • Sets unit objectives that are aligned with Credit Union’s strategic direction.
  • Actively monitors level of policy renewals and new policies, commissions, and expenses and takes action to meet established financial goals and/or advising sound reasons for adjustments required.
  • Provides referrals to other business units, i.e. Retail, Business Services, Financial Planning.
  • Ensures operations meet compliance and regulatory requirements as well as abiding by corporate level policy.
  • Proactively identifies inherent risk to products and operations and implements appropriate risk responses to mitigate to acceptable tolerance.
  • Maintains approval authority for transactions outside staff limits and delegate appropriate limits to staff members.

Minimum Qualifications

Education:

  • Completion of post-secondary education required.
  • Completion of sales training required.
  • Level 3 Nominee License

Experience:

  • Previous insurance sales and service experience is required.
  • Requires an advanced knowledge of insurance products, services, and regulations
  • Previous leadership experience is required.
  • Combination of education and/or experience will also be considered.
  • Demonstrated past community involvement is preferred.

Skills:

  • Effective coaching skills, strong leadership behaviours that motivate and inspire others to achieve directed outcomes and goals. Demonstrated sales skills.
  • Expert knowledge of insurance products and services required.
  • Expert knowledge of insurance software applications is required.
  • Ability to prioritize, organize work within time constraints, under pressure and competing priorities.
  • Ability to communicate and liaise professionally with customers, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills, and experience in Microsoft Office.

Travel is a requirement of this position.

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to Olivia Young at careers@npscu.ca

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

 

For a complete role description, visit: www.npscu.ca

Director, Wealth & Insurance

Are you the kind of leader that can move from operational to strategic “mode” – and vice versa – quickly and confidently? Does the prospect of having a positive impact on the communities we serve in the Shuswap region align with your vision of building on an already successful career? If so, we have a lot to discuss.

We invite you to be part of a team where you can feel good about the work you do. At SASCU, we believe in fostering a supportive work environment that is the perfect blend of friendliness and professionalism. Add in a competitive compensation package and excellent benefits, along spectacular natural scenery, and it’s easy to see why we are an award-winning employer.

This is a uniquely interesting and challenging mandate for someone who enjoys switching from one business area to another – and can move with agility between our Wealth and Insurance lines of business. As the Director, Wealth & Insurance, you will provide leadership to SASCU’s subsidiaries, i.e., a multi-branch Insurance agency and a Wealth division – from recommending and implementing strategies and programs to grow the business, to ensuring that these areas achieve objectives, operate efficiently, and deliver on the SASCU Member Experience. Leveraging your senior management experience, you will also coach direct reports to achieve results, and implement SASCU’s sales and service strategy and tactics.

 

What you’ll do:

More specifically, as Director of Wealth & Insurance, you can expect to:

  • Proactively develop and present Wealth and Insurance strategies to the Vice President, Experience & Brand, that preserve and grow the lines of business, and work with the VP to determine sales targets and Key Accountability Areas for each division;
  • Manage and direct the overall operation of the Wealth division, and monitor Insurance branch activities, ensuring adherence to established policies, procedures and standards;
  • Work with the Branch Managers, Insurance, to identify opportunities to introduce new products and services, make recommendations to maximize business growth, build employee engagement, develop plans, and take action to identify any gaps;
  • Work to identify, negotiate and acquire insurance company contracts, and monitor volume commitments;
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of SASCU are met;
  • Take a strategic approach to analyzing data to identify opportunities and risks;
  • Champion service standards, providing coaching to ensure consistent behaviours and experiences, taking ownership of Member concerns, and resolving, or supporting staff in resolving, complex and/or difficult service situations;
  • Represent Wealth and Insurance within the business community, and work within SASCU to promote these lines of business to employees and Members;
  • Establish positive, productive relationships with external stakeholders in the industries represented by the subsidiaries, across trade associations, in government and regulatory bodies, and within the broader community to ensure successful operations;
  • Role model SASCU’s organizational values and leadership competencies, and ensure strong, open channels of communication and collaboration within the subsidiaries and across SASCU departments.

 

What you’ll bring:

As the qualified professional we seek for the key role of Director, Wealth & Insurance, you will have the following profile:

  • Post-secondary degree, preferably an MBA, and experience in progressively more complex roles in the Wealth or Insurance field, with 7 to 10 years’ combined industry/sales experience, most recently in a senior management role.
  • Completion of a Senior Financial Planning designation (CFP, CIM) or a minimum of a Canadian Accredited Insurance Broker (CAIB), Chartered Insurance Professional (CIP), or Fraternal Insurance Counselor (FIC) designation, preferably with eligibility to act as Nominee.
  • Advanced knowledge of all insurance and wealth products, services, and regulatory requirements, including detailed understanding of revenue streams.
  • Ability to manage complexity, multiple tasks, and priorities for maximum personal and organizational success.
  • Completion of the Life Licence Qualification Program (LLQP), Certified Life Underwriter (CLU) designation, and Branch Compliance Officer Accreditation are assets.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm, and an insurance office in Enderby. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com.

 

To apply:

This is an exceptional opportunity to take your career to the next level and be part of our exciting future at SASCU! If you are both community-minded and prepared to contribute to a successful and growing organization, please email a cover letter and résumé to hr@sascu.com.

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Wealth Advisor, Summerland Financial Services

Position Overview

Summerland Financial Services (SFS) Wealth Advisor plays an essential role in providing holistic financial advice and assistance to members and clients while strengthening SFS presence in the region.  Building trust and loyalty with each member interaction, the Wealth Advisor utilizes their expertise in the delivery of a financial solutions to enhance member’s overall financial well-being.  The Wealth Advisor has a positive and adaptable approach with strong relationship building and leadership skills that leads to successful and effective relationships both within the organization and externally with members and clients.

A key function of the role is to leverage relationships with credit union employees to contribute to and ensure an exceptional level of service for members as well as networking and enhancing the brand of SFS throughout the region as a respected leader of financial solutions.

Salary: Commensurate with experience, includes commissions, pension program and robust benefits packages.

Key Responsibilities

Sales & Service Leadership

Creating value; growing member relationships; learning and development

  • Working with the leadership team of Wealth Strategies Inc, adopt, implement and maintain the best practices from the “playbook”. Work with Wealth Strategies (CUSO Wealth) to ensure ongoing personal/professional development.
  • Develop and maintain positive relationships with existing and potential Clients, SCU management and staff and colleagues that are part of the CUSO Wealth network of wealth management professionals
  • Engage with internal / external partners and networks to identify business opportunities and best practices
  • Understand, uncover and meet the needs of members/clients by delivering customized financial solutions which includes a full suite of investment and life insurance products
  • Proactively contact members to retain existing business and to identify new opportunities
  • Contact Clients and potential Clients to arrange appointments, carry out financial needs analyses and updates of same, review existing portfolio and make recommendations
  • Serve, inform and educate Clients with respect to their financial goals and opportunities through the provision of ongoing financial services, KYC annual reviews and other applicable compliance-mandated processes, and/or other Client contact processes
  • Monitor and deliver exceptional performance with agreed upon goals including effective cross referrals to ensure member’s/clients’ needs are fully met.

Member & Community Experience

Building member loyalty; staying informed; building community connections

  • Build member loyalty and trust by exercising sound judgement and thoughtful consideration in delivering exceptional member experience
  • Understand and demonstrate commitment to our enterprise wide Vision, Mission and Values
  • Cultivate new opportunities and enhance long term relationships that contribute to a positive member experience
  • Enhance own profile and professional image in the community by participating in community events, associations and/or partnerships

Employee Experience

Engagement; teamwork; leadership; learning; commitment; accountability

  • Maintain and expand technical knowledge of financial products, systems, and
  • Promote teamwork and cooperation as a peer leader; act as a mentor and role model to share knowledge and skills to assist and support talent development
  • Support staff and encourage collaboration to accomplish common goals
  • Attend industry related product shows industry related courses (as directed by the Employer and as required by applicable governing bodies under continuing education credits)
  • Recognize and celebrate team successes; encourage teamwork and collaboration

Risk Management

Member confidence; risk/loss mitigation

  • Ensure all documentation pertaining to investments and accounts is prepared and/or executed in accordance with established policies, procedures and relevant legislation
  • Demonstrate a high level of risk management knowledge and ensure adherence to all legislative and regulatory requirements
  • Maintain up to date and complete Client files with documentation in hardcopy and/or electronic form as
  • Electronic files are maintained utilizing approved contact management software, approved Client relationship management software and any other required and approved software
  • Display confidence and exercise sound judgement in decision making
  • Take necessary action on issues or concerns arising from internal / external reviews and audits

Skills & Attributes

  • Passion for delivering exceptional member/client service and dedicated to building strong relationships and connections in the community
  • Committed to professional growth and development. Responsible for ensuring skills and knowledge are up to date to meet industry and position requirements
  • Instills confidence and trust of others through thoughtful, clear and open communication
  • Delivers strong business development and advisory services skills
  • Demonstrates strong interpersonal skills and the ability to communicate effectively both verbally and in writing
  • Ability to quickly adapt to changing priorities and a willingness to tackle new challenges
  • Displays strong awareness of the financial service industry, keeps abreast of the changing environment and understands the components for organizational success
  • Acts as a trusted advisor to members/clients, ensuring their financial well-being is top priority
  • Demonstrates strong attention to detail and accuracy in completing work and providing information
  • Takes a proactive and respectful approach in addressing problems, issues or conflict with a positive view to reaching new and better solutions
  • Commitment to life-long learning
  • Organizes work and assignment of tasks to maximize efficiency, clearly communicates expectations, roles and responsibilities

Experience & Education

  • minimum of five years’ experience in providing financial advice to clients in the areas of financial planning, investment, risk assessment and insurance options
  • CFP designation, life insurance and mutual fund licenses required
  • Combined experience and post-secondary education in the areas that are directly related to industry will be considered.

HOW TO APPLY

Interested applicants can submit cover letter and resume to careers@sdcu.com. Please visit our website at www.sdcu.com/careers for the complete role description.

Financial Advisor

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached.  We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and protect it.

As a Financial Advisor, you help members build a financial plan.  You are their financial coach!  For our members, this means increasing their financial fitness to achieve financial well-being.  You’ll help them with goals, establishing priorities and checking in to support progress along the way.  You will be proactive with our members as life changes and marking significant milestones.

You are fascinated with the tools and strategies a member can use to build dreams.  You will engage members in risk management conversations, and you do so with the best interest of the member in mind.

You’ll be successful in this role if you have a rich knowledge of financial planning from experience and education; a Certified Financial Professional (CFP) designation or Personal Financial Professional (PFP) designation, and a Mutual Fund license are all requirements for the role either immediately or within an established timeframe.

The people that know you, trust you.  You are entrepreneurial in nature, and able to work with lots of autonomy.  You seek out goal-setting for yourself.  Those same people describe you as driven, sharp, and an adaptable communicator.  A sense of humour is required.  So is passion…..for your career, your members, our Credit Union, and our community.  We’re deeply committed to volunteerism.  You’ll have many opportunities to contribute to making our communities stronger.

If the above describes you, we want to hear from you.  Submit your cover letter and resume before the end of the day on Tuesday, June 15th, to careers@synergycu.ca.  Please quote competition #212802 in the Subject Line.

Location: Lloydminster, SK

Schedule: Full-time, 37.5 hours per week, Monday – Friday.

Position:  Permanent full-time

Travel: A minimum of one branch visit per month, will be required.

Please note our hours of operation are currently: Monday to Friday 8:30 a.m. to 5:00 p.m.  Flexibility to work outside various hours is required for travel, events, and member meetings.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

  www.synergycu.ca

Insurance Specialist

An exciting opportunity exists for an experienced Insurance Specialist to join our team.  ABCU is a full-service open bond Credit Union.  Assets $263 million, loans $197 million, deposits $240 million, staff of 32. At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Insurance Specialist is an employee of Credential Financial Strategies in partnership with ABCU, and is a member of a dynamic professional wealth team and plays an integral role in the delivery of personalized advice to our members.  The Insurance Specialist is accountable for developing, maintaining and enhancing member relationships through the purchase and maintenance of numerous insurance solutions. This is achieved by conducting discovery interviews with members and prospects to identify individual needs and goals and creating an appropriate solution, while maintaining consistent practices.

This role also is key in the delivery of wealth services to our membership by uncovering the financial needs of our members and referring those members back to retail, business banking, and other areas of ABCU. The Insurance Specialist is licensed and maintains a high level of knowledge relating to our products and services, sales processes and compliance, and is able to execute trades to:

  • Strive for excellence in communication and organization
  • Plays a vital role in enhancing the member experience and growth and profitability.
  • Take an active role in professional growth and development, and
  • Possess effective business habits and are accountable for meeting/exceeding both personal and corporate goals; including the retention and acquisition of new members.
  • Live the brand by ensuring members feel at home, leverage the fully integrated financial services platform and promote ABCU Credit Union as a good corporate citizen
  • Represent ABCU and Credential Financial Strategies in the communities in which they work and live.

Experience Required

  • High School Diploma; Finance related post-secondary is an asset
  • Minimum 2 years’ experience in the wealth industry, including securities and compliance
  • Life and Accident Insurance License in the Province of Alberta
  • Certified Financial Planner designation (CFP)
  • Chartered Life Underwriter designation (CLU) and/or equivalent work experience
  • Ability to analyze and interpret the needs of clients and offer the appropriate solutions and resolutions required.
  • Proven experience with business plan development
  • Experience with life, disability, and health insurance sales
  • Proven experience in providing detailed and accurate information to third parties

Interested candidates please provide a cover letter, salary expectations, and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

 

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc.

Closing date: This position will remain vacant until a suitable candidate is identified.

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