At a Glance
- Tasks: Help clients achieve financial freedom through personalized insurance solutions and consultations.
- Company: GFI Canada, a purpose-driven organization focused on financial empowerment.
- Benefits: Hybrid work model, competitive pay, and opportunities for professional growth.
- Other info: Join a dynamic team dedicated to closing the wealth gap and uplifting communities.
- Why this job: Make a real impact by helping others build wealth and secure their futures.
- Qualifications: Strong sales skills, insurance knowledge, and a passion for customer service.
The predicted salary is between 63000 - 77000 $ per year.
GFI Canada is a purpose-driven financial empowerment organization that helps Canadians achieve financial freedom, build generational wealth, and create lasting impact.
The company specializes in personalized financial coaching, wealth-building education, and strategic financial planning tailored to each client’s goals, including retirement and legacy planning.
GFI Canada is focused on closing the wealth gap and supporting clients in developing long-term financial wellbeing.
The organization emphasizes that true wealth includes freedom, security, and the ability to uplift family and community, aligning financial success with meaningful purpose.
Role Description
The Insurance Agent role is a hybrid position based in Vancouver, BC, with a mix of in-office and work-from-home flexibility.
In this role, the Insurance Agent will identify client needs, present suitable insurance solutions, and support clients in aligning coverage with their broader financial and wealth-building goals.
Daily responsibilities include conducting client consultations, preparing and reviewing insurance proposals, managing policy applications and renewals, and maintaining accurate client records.
The role also involves collaborating with financial coaches, providing ongoing customer service, and staying current on insurance products, regulations, and market trends to ensure clients receive informed guidance.
Qualifications
- Strong insurance sales and consultative skills, with the ability to identify client needs and recommend appropriate Insurance Sales solutions.
- Solid understanding of Insurance products and policies, including life, health, and related coverage options.
- Experience working within an Insurance Brokerage or similar environment, with knowledge of industry standards and compliance.
- Foundational Finance skills to connect insurance planning with broader financial and wealth-building strategies.
- Excellent Customer Service skills, including clear communication, active listening, and responsive follow-up.
- Relevant licensing or certification to sell insurance in British Columbia (or ability to obtain licensing within a specified timeframe).
- Ability to work effectively in a hybrid setting, manage time independently, and use digital tools for virtual client meetings.
- Strong ethical judgment, attention to detail, and commitment to supporting clients’ long-term financial wellbeing.
- Prior experience in financial services, insurance, or advisory roles is an asset.
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Insurance Agent in Vancouver employer: GFI Canada
GFI Canada is an exceptional employer that prioritizes financial empowerment and community impact, making it a fulfilling place to work as an Insurance Agent. With a hybrid work model in vibrant Vancouver, BC, employees enjoy flexibility while contributing to meaningful financial solutions for clients. The company fosters a supportive culture focused on personal growth, offering ongoing training and collaboration with financial coaches to ensure agents thrive in their roles and make a lasting difference in the lives of Canadians.
