Job Description
Insurance & Benefits Associate If you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic 360° Impact TM process delivers tailored investment, insurance and planning solutions to meet the unique needs of our clients. To reinforce our commitment to social, environmental and financial results, in 2022 we became the first certified Benefit Corporation (B Corp) wealth advisor in Atlantic Canada and a recognized “Best for the World” employer. B Corps are driving a global movement of people who use business as a force for good to support a more just, equitable and sustainable future. The Opportunity We’re looking for a talented Insurance & Benefits Associate to join our growing team in our newly renovated office in the beautiful seaside resort town of Saint Andrews, New Brunswick. Our team enjoys a modern, hybrid working office and flexible approach to work-life balance. In this important role, you will work closely with our experienced team to deliver personalized solutions for our clients. Your responsibilities will span across various parts of our business including: life and living insurance solutions, group insurance, client relationship management, insurance processing, and operational support. Through your dedication and expertise, you will contribute to our mission of igniting financial confidence . What you will be doing 1. Client Relationship Management Cultivate and maintain strong relationships with clients by delivering exceptional service and proactive communication. Conduct thorough client reviews to understand their insurance needs. Serve as a primary point of contact for client inquiries, addressing their needs promptly and effectively. Maintain our client relationship management (CRM) platform and client service matrix with accuracy and efficiency. 2. Group Insurance Assist in the development and implementation of comprehensive group insurance (employee benefits) proposals tailored to each client's unique circumstances. Collaborate with our team and partners to identify opportunities for optimizing clients' group insurance solutions to achieve their long-term objectives. Conduct research and analysis on life and living insurance solutions. Conduct annual group insurance renewal reviews in either a lead or supporting role as required. 3. Life & Living Insurance Assist in the development and implementation of comprehensive life & living insurance proposals tailored to each client's unique circumstances. Ex: life, disability, critical illness and health insurance solutions. Collaborate with our team and partners to identify opportunities for optimizing clients' insurance solutions to achieve their long-term objectives. Conduct research and analysis on life and living insurance solutions. 4. Operational Support Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently. Coordinate with internal & external teams to execute client transactions, including account openings, insurance illustrations, quotes and applications. Maintain accurate records and documentation in compliance with regulatory requirements and internal policies. Participating in community networking opportunities that support growth initiatives. What we are looking for A friendly, community-minded, goal driven team player who is a GSD – ‘get stuff done’ type. You have keen attention to detail and accuracy and are highly organized - you have a proven high level of organizational and time management skills. A listener first, clients & colleagues value your judgement and problem-solving approach. A passionate, disciplined relationship manager who cares deeply about helping others – you love to build relationships a nd solve problems. Demonstrated ability to pro-actively anticipate and identify client needs and offer solutions. Proven ability to self-manage and deliver results in areas of responsibility . Strong analytical skills with the ability to interpret financial data and communicate findings. Strong communication skills in English and digital literacy including Microsoft Office Suite Excellent interpersonal skills to build trust with clients and team members. A life-long learner. You are willing to take both personal interest and industry related courses & training to build expertise and grow both personally and professionally. Post-secondary degree or certificate in business administration, or a related field is preferred, the LLQP, life licensing is also considered a plus. (note: the LLQP course completion and licensing will be required within the first six months of employment) . At least one year of financial services experience in financial services is preferred. Small business experience is considered a plus. What you can expect You will be working with a leading purpose-driven firm, an exceptional team, in one of Canada’s seaside gems, Saint Andrews, New Brunswick. As one of Canada’s premier seaside destinations, Saint Andrews offers a world class signature golf course, walking, hiking and biking trails, whale watching and unique shops & restaurants. Nestled in the heart of the downtown, our office offers access to on-site amenities including: modern well stocked kitchenette, a seaside sundeck with quiet garden area including views of the harbour and the occasional deer, blue jay, cardinal or gray squirrel; a great space where gatherings and conversations take place frequently over a drink or BBQ. A toolbox full of world-class financial solutions and a team to support you . An extensive network and rapidly growing client base across Atlantic Canada and beyond. Initial and on-going training as well as personal & professional growth opportunities. What’s in it for you Starting base salary range of $50,000 - $60,000 performance-based incentives. Structured annual base salary increases. We embrace modern hybrid work culture by offering the flexibility to work remotely as needed – we have kids, partners and commitments, too. Leading health benefits – we want our families protected Leading r etirement savings program – we want to have a solid retirement plan, too Extra holidays – who doesn’t like an extra holiday? Health & wellness allowance – we value a healthy lifestyle Community involvement & volunteerism time – we love to give back Experienced team who are welcoming and supportive – we hire great people Apple computers and leading technology platforms – we value ‘helpful’ tech Team excursions and fun stuff – we love delicious food, great coffee and whale watching “Shane, our founder, is a true mentor. Impact Wealth represents an organization I can stand behind in any situation and provides opportunities and education for our growing staff and anyone whom our team connects with to help along the way. Our firm symbolizes one small organization that can make a HUGE impact on every relationship. I wake up grateful every day to be a part of Impact Wealth with all this career provides for my family, my self-fulfillment, and our community.” - Ashley Impact Wealth is an equal opportunity employer. We thank all applicants for their interest, however, only those candidates being considered for an interview will be contacted. Please submit your resume and cover letter to: supportimpactwealth.ca or feel free to drop one off at our office at 185 Water Street, Saint Andrews, New Brunswick. To learn more about our People, Practice and Process, visit our website at impactwealth.ca (new site coming soon)