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Insurance Agent

  • BC, Canada
  • British Columbia, Canada, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Company Description GFI Global Financial Impact is a mission-driven financial services platform that connects individuals and organizations with resources and expertise to unlock their financial potential and create positive change. The company’s vision is to empower 100 million families to achieve financial independence and take control of their financial futures. GFI is building a large movement of licensed agents dedicated to inspiring families to dream again and secure long-term financial stability. The organization focuses on equipping aspiring and experienced financial professionals with the skills, training, and tools needed to succeed. Team members join a dynamic community committed to helping families build wealth, protect their legacy, and turn financial goals into reality.

Role Description This is a full-time/ Part-time, hybrid Insurance Agent role based in British Columbia, Canada, with flexibility for some work from home. The Insurance Agent will advise individuals and families on insurance and financial solutions, including life, health, and other protection products that support long-term financial independence. Day-to-day responsibilities include meeting with clients (in person and virtually), assessing their needs, presenting tailored insurance options, and managing applications and policy documentation. The role involves building and maintaining a portfolio of clients, providing ongoing customer support, and following up regularly to review coverage and adjust plans as needs change. The Insurance Agent will also collaborate with the broader GFI team, participate in training and development programs, and stay informed about industry trends, compliance requirements, and product updates.

Qualifications

  • Strong skills in communication and client relationship development.
  • Quick learner and eager to capture new experience and field
  • Comfort with digital tools, technology and virtual collaboration
  • Excellent Customer Service skills, including active listening and clear, empathetic communication.
  • Ability to work effectively in a hybrid environment, manage time independently.
  • Eligibility to obtain provincial insurance licensing within a defined timeframe.
  • Holding HLLQP license is a strong asset.
  • Prior experience in financial services is not mandatory but it is an asset.

This opportunity is well suited to individuals seeking a rewarding career with the flexibility of remote work. If you value professional growth, greater work-life flexibility, and the opportunity to make a meaningful difference, this could be the right next step for you.

More about this job

Responsibilities

Advise individuals and families on insurance and financial protection products by assessing their needs, presenting tailored options, and managing applications and policy documentation. Build and maintain a client portfolio, provide ongoing support and coverage reviews, and collaborate with the GFI team while keeping current with industry trends, compliance requirements, and product updates.

Requirements

Candidates should have strong communication, relationship-building, and customer service skills, be comfortable with digital tools and virtual collaboration, and be able to manage their time independently in a hybrid environment. They must be eligible to obtain provincial insurance licensing within a defined timeframe; an HLLQP license and prior financial services experience are assets but are not mandatory.

Skills

  • Communication
  • Customer Service
  • Active Listening
  • Empathetic Communication
  • Needs Assessment
  • Client Portfolio Management
  • Time Management
  • Digital Tools
  • Virtual Collaboration
  • Insurance Licensing
  • Compliance Awareness
  • Adaptability

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support

Keywords

  • Insurance Agent
  • Financial Services
  • Life Insurance
  • Health Insurance
  • Protection Products
  • Financial Independence
  • Client Needs Assessment
  • Tailored Insurance Solutions
  • Client Portfolio
  • Customer Support
  • Policy Applications
  • Policy Documentation
  • Coverage Reviews
  • Provincial Insurance Licensing
  • HLLQP License
  • Compliance Requirements
  • Industry Trends
  • Product Updates
  • Digital Tools
  • Virtual Collaboration
  • Hybrid Work
  • Training And Development

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