About this role
Mobile Insurance and Estate Specialist at Coast Capital Savings. Location: Kelowna, British Columbia, Canada. Role: selling insurance, advising customers, building relationships Requirements: LLQP life license required, strong knowledge of mutual/segregated funds and life insurance, sales experience, CRM and Microsoft Office proficiency, ability to meet customers offsite and maintain regulatory documentation. Category: Sales Seniority: Mid Level Tools: CRM, Microsoft Outlook, Microsoft Word, Microsoft Excel, EMWS Certifications: llqp Commitment: Full Time Workplace: Field Languages: English