Job Description

At Coast Capital, we're not dreaming about a better future, we're building one.

As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want. It's what we've been doing for over 80 years, and it's why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.

Regional Manager, Insurance

Location: British Columbia (CA-BC), Surrey

Job Type: Full Time

myWork Options: In-person, Hybrid

What's the job?

The Regional Manager directly supports the SVP Wealth Management in effectively managing a sales force within the network as well as functionally and operationally executing the development of strategies, objectives and business plans. The Regional Manager coaches and mentors his/her team, leading by example and embracing Coast's business model, the Distributive Network Model. He/she works with his/her team to create an educational environment where the team is focused on providing a high standard of service while achieving sales, growth and profitability in all business areas.

What you'll get to do:

• Demonstrates and models successful sales and sales management activities and behaviors in order to meet and exceed member expectations and business objectives.
• Effectively manages and coaches to success the Mobile Insurance Advisors within his/her respective region.
• Work with various product suppliers' administration department leaders, executive, consultants and Branch Management on operational issues affecting the Coast Capital Financial Management Division.
• Participates in product development and research in developing product branding strategies, relationship management strategies, competitive positioning strategies and market research processes.
• Work effectively with Marketing to implement insurance revenue growth marketing plan.
• Facilitates regular team meetings focusing on training, product and peer transfer of knowledge.
• Responsible for performance management including performance evaluations, goal setting, career counselling, training, development, recruiting, creating a recruiting pipeline - both internally and externally, promotions, salary recommendations, transfers, building employee morale, helping each member of CCFM pursue a Professional Development Plan, coaching each Mobile Insurance Advisor to success.
• Responsible for registration renewals, onboarding and complaint handling
• Ensures the review of a reasonable number of member files with each CCFM staff member on a regular basis, focusing on the following key expectations: Regulatory Compliance; Member needs met; Member interaction preference discussed and identified; Additional needs/opportunities uncovered; completion of strategic tools; sales closed ; future appointments booked and or referred; adherence to CCFM strategies.
• Maintain excellent relations with insurance companies, product providers and service providers.
• Effectively manages controllable expenses.
• On occasion, responsible for initiating, designing and implementing projects in support of department's objectives.
• Reviews the CCFM team's portfolio growth/mix to ensure they are doing needs-based, long-term financial assessments using appropriate product solutions.
• Reviews weekly and monthly reports and provides coaching on sales, financial advice and opportunity management - member need identification, provision of advice, packaging of solutions, asking for and closing the sale, monitoring and follow-up.

Who are we looking for?

• Minimum of seven years successful sales related experience in progressively senior positions within the financial industry.
• Minimum of 3 - 5 years managing and mentoring staff in a team environment. A broad knowledge of all aspects of retail banking is needed. A dedicated commitment to sales is imperative.
• The incumbent must be results-oriented, flexible and have excellent communication, interpersonal and negotiation skills.
• Ability to effectively motivate and supervise employees.
• Strong leadership and change management skills.
• Works well independently with strong organizational and time management skills as this position is mobile and the incumbent will often be required to "work on the road".
• Expert business development skills.
• Creative thinking and ability to make independent decisions and take responsibility.

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Why join Coast Capital?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.

Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.

A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.

Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.

Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.

Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.

Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.

Real recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.

An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.

We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.

Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

Equity, Diversity & Inclusion at Coast Capital

At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

COVID-19 at Coast Capital

Coast Capital Savings is committed to the health and safety of our employees, member, and communities. With this commitment in mind, Coast Capital complies with all public health mandates (provincially and/or federally, as applicable) and has implemented various safety measures, including requiring all employees to be fully vaccinated against COVID-19, and making COVID vaccination a pre-condition to employment with Coast Capital. All successful applicants must provide acceptable evidence of full vaccination against COVID-19, before any contract of employment becomes final and binding, and before your start date can be set.

Exceptions may apply where vaccination is not possible for medical or religious reasons that are protected under Canadian human rights laws. Should successful applicants require a medical or religious accommodation related to vaccination please discuss whether an exception may apply with your Talent Acquisition Advisor.