Wealth Protection Assistant

We are seeking a Wealth Protection Assistantto join our team.

The Wealth Protection Assistantprovides administrative and marketing support to assigned Life Insurance Specialist and responds to routine member/client inquires.

Here’s what would be included as a part of your typical day:

· Sales and Service Strategy:Answers and responds to routine member phone calls and/or emails; contacts members and assists with updates to member information; responds to CRM referrals and schedules member appointment on behalf of advisor; screens members and identifies opportunities to refer to other FW lines of business. Books office for client meeting at a preferred location.

· Member Transactions:Processes and submits applications and supporting documentation and forwards transaction request for processing; follows up within established timeframe to ensure transaction request has been processed; identifies member follow-up for new business and policy issue; contacts back office or member’s doctor for any outstanding medical information; assists with underwriting and issue of policy. Ensures compliance with all audit and risk management requirements and all related internal policies.

· Marketing Support:Organizes and assists in the preparation of presentation materials for internal and external meetings, functions and seminars; prepares invitations and follows up with members to confirm attendance.

· Administrative Support:Monitors the specialist’s diary and ensures annual review letters and/or any other cards/documentation are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; completes any required documentation as instructed by advisor; maintains up to date and accurate member files. Assists specialist in reconciling monthly commission reporting.

Required Skills, Experience & Qualifications:

• Minimum 1 year of post secondary business-related courses or an equivalent combination of education and experience.
• Preferably a minimum of 2 years in a financial institution, accounting, bookkeeping or life insurance or financial planning firm.
• Currently enrolled in a post-secondary business related diploma, life insurance industry related program.
• Demonstrates strong interpersonal, organizational, written and communication skills.
• Proficiency with Microsoft applications in the areas of Excel, Word, Access, Maximizer and Power Point.
• Life Licensing Qualifying Program [LLQP] or Life Level 2
• CFP/CLU/RHU program
  

Why work for us?

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

• A competitive base salary plus performance-based incentive compensation
• Annual merit pay increases
• Flexible benefits as well as support for retirement benefits
• Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
• Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

What’s your place in the First West story? Apply now and let’s find out together!

First West regrets that only candidates selected for an interview will be contacted.

Diversity & Inclusion:

First West Credit Union is committed to diversity and inclusion. Our goal is to create an inclusive, accessible environment for our candidates and employees that reflects the communities in which operate. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, accessible meeting rooms or other types of accommodation), please let us know and we will work with you to meet your needs.