Financial advisor Jobs in Colwood, BC

POSITION OVERVIEW :

At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships. As an Automobile Insurance Specialist, you'll join a dynamic team of insurance professionals who are driven by curiosity. Every transaction is an opportunity to make a remarkable first impression, utilizing your expertise to understand our clients' unique needs and tailor comprehensive solutions. By applying your knowledge of insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting sales targets while upholding Waypoint's standards and guidelines.

RESPONSIBILITIES :

• Engage with new and returning clients through consultative in-person or over the phone interactions, driven by a passion for understanding their needs and building trust.
• Process renewals, endorsements, and cancellations for ICBC, optional in-house auto insurance demonstrating meticulous attention to detail.
• Conduct thorough reviews of clients' current coverages, providing educated recommendations for Waypoint's relevant products and services.
• Assess product terms and conditions, including coverages, limits, and exclusions, utilizing your expertise to deliver comprehensive protection.
• Meet various sales, business-building, and retention targets, employing strong sales techniques while upholding the values of Waypoint.
• Foster a collaborative environment by building positive rapport with colleagues and the public, recognizing the value of teamwork and mutual support.
• Utilize our in-house CRM systems to maintain accurate client information and insurance policy details.
• Process payments and diligently follow up on outstanding balances, demonstrating a commitment to exceptional customer care.
• Uphold high processing standards for storage, retrieval, confidentiality and accuracy, ensuring the utmost protection of clients' information.
• Continuously develop and sustain a strong working knowledge of ICBC products, guidelines, as well as private auto insurance manuals, best practices, standards, and systems.
• Oversee the distribution of plates, permits, and debit / credit receipts, ensuring meticulous record-keeping and precise accounting.

REQUIREMENTS :

We are looking for candidates to fill this role in our following offices :

Please include the location you are applying for in your application. Thank you!

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.