Insurance Agent

Company Description Global Financial Impact (GFI) is a mission-driven financial services platform that connects individuals and organizations with the tools and expertise to unlock their financial potential. The company aims to empower 100 million families to achieve financial independence and take control of their financial futures. GFI is building a large network of licensed agents and financial professionals focused on inspirational marketing, leadership, and entrepreneurship. Team members join a dynamic community dedicated to helping families secure their financial future, pursue their dreams, and build lasting legacies. The organization values people from all backgrounds and experiences who are passionate about making a positive impact through finance.

Role Description This part-time Insurance Agent role is a hybrid position based in the Greater Vancouver Metropolitan Area, with a mix of on-site client meetings and work-from-home responsibilities. The Insurance Agent will advise individuals and families on insurance and financial protection solutions, assess client needs, and recommend appropriate products and services. Day-to-day activities include prospecting and following up with leads, conducting consultations, preparing proposals, and supporting clients through application and underwriting processes. The role also involves maintaining accurate records, staying current on insurance and finance industry trends, and participating in ongoing training and development. Collaboration with the broader GFI network to share best practices and contribute to the company’s leadership-focused culture is an important aspect of the position.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance to effectively assess client needs and recommend suitable coverage options.
• Candidates should possess skills in Insurance Brokerage to navigate product offerings, compare plans, and support clients with policy selection.
• Candidates should possess skills in Finance to explain financial concepts, support long-term planning, and align insurance solutions with overall financial goals.
• Candidates should possess skills in Customer Service to build trust, respond to inquiries, and provide ongoing support to clients.
• Relevant qualifications include strong communication and interpersonal skills, goal-oriented mindset, and comfort with hybrid work (in-person and remote).
• Beneficial qualifications include prior experience in financial services or sales, completion or willingness to obtain appropriate insurance licensing, and proficiency with basic digital tools and CRM systems.