Senior Insurance Specialist – Personal Insurance, Group Insurance Benefits and Financial Planning

Salary: $80,000 – $150,000 / year.

Start Day: January 2026.

About Us: At Brink& Associates – Harbourfront Wealth Management, we are dedicated to providing exceptional financial services and insurance solutions to our clients. We are seeking a highly motivated and experienced Senior Insurance Specialist to join our team. This role is crucial in driving our growth by acquiring new clients and expanding our personal insurance, group insurance and financial planning services.

Job Description: As a Senior Insurance Specialist, you will be responsible for selling personal insurance, group insurance benefits, finding new investment clients, and providing comprehensive financial planning services. You will leverage your expertise in the insurance and financial services industry to build strong client relationships and achieve sales targets.

Key Responsibilities:

Actively prospect and acquire new clients for group insurance benefits, investment, and financial planning services.
Manage and grow existing client relationships, ensuring high levels of client satisfaction and retention.
Provide expert advice on insurance and financial planning, helping clients make informed decisions.
Stay updated on industry trends, competitor offerings, and regulatory changes to provide the best solutions to clients.
Maintain accurate records of sales activities, client interactions, and pipeline status in the CRM system.

Qualifications:

Bachelor’s degree in Business Administration, Finance, or a related field. Additional certifications in insurance and financial planning (e.g., CFP, CLU) are preferred.
5-10 years of experience in sales, specifically in the insurance and financial services industry.
Proven track record of meeting or exceeding sales targets.
Deep understanding of personal and group insurance products, investment strategies, and financial planning services.
Excellent negotiation, persuasion, and closing skills.
Strong verbal and written communication skills.
High level of empathy and customer service orientation.
Ability to analyze market trends, client portfolios, and financial data to provide strategic advice.
Proficient in using CRM software (e.g., Salesforce), financial planning tools, and other sales technologies.
Ability to analyze market trends, client portfolios, and financial data to provide strategic advice.
Proficient in using CRM software (e.g., Salesforce), financial planning tools, and other sales technologies.

Personality Traits:

Driven and ambitious with a strong motivation to achieve sales targets and grow the client base.
Trustworthy and ethical, maintaining high ethical standards and building trust with clients.
Adaptable and resilient, able to handle rejection positively and adapt to changing market conditions.
A team player who works well with colleagues and contributes to a positive team environment.

What We Offer:

Competitive salary and benefits package.
Performance-based incentives.
Opportunities for professional growth and development.
A supportive and collaborative work environment.

If you are a highly motivated and experienced sales professional with a passion for helping clients achieve their financial goals, we would love to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this position.

Drop off: 160A Oliver St, Williams Lake, BC V2G 1L8.

Contact Person: Ryan Brink