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 ...