Insurance Specialist Partner Affinity Financial Strategies

Melfort - Canada

Monthly Salary: Not Disclosed

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

Description

Affinity Financial Strategies (AFS) is looking for a high-performing Insurance Specialist

to help clients protect grow and transfer wealth through smart strategic insurance

solutions. AFS is a wealth management provider offering financial planning investments

and insurance to a portfolio of existing clients and members of the credit union and their

communities.

If you thrive in consultative sales enjoy meaningful client conversations and want to build

a long-term book of business within a collaborative wealth environmentthis role is for you.

Reporting to the Senior Director Wealth Strategies youll work with existing clients and

referral partners to deliver tailored life health and living benefit solutions aligned to tax

estate and risk-management needs.

What Youll Do

Lead client conversations and close insurance opportunities through consultative

advice

Design and present customized insurance strategies tied to client goals

Generate new business through referrals and partner channels

Collaborate with retail business and agriculture teams to uncover opportunities

Manage applications from submission through policy issue

Deliver confident compliant advice while building long-term client trust

What You Bring

Life & A&S Insurance licenses (Saskatchewan)

5 years of proven life insurance sales success

Strong prospecting relationship-building and closing skills

Confidence working independently in a virtual results-driven environment

Tech-savvy with financial planning tools and MS Office

CFP PFP or QAFP (an asset)

Whats In It for You

Competitive base salary plus commission

Established client base and referral flow

Comprehensive benefits and ongoing professional development

Supportive entrepreneurial relationship-focused culture

Ready to deliver trusted advice and make a meaningful difference in clients

financial lives

Applications are reviewed starting March 31 2026 and will remain open until filled.

** Affinity Financial Services is a program provided by Aviso Insurance Inc. offering

financial planning life insurance and investments to members of credit unions and their

communities. Affinity Financial Strategies is a trademark of Affinity Credit Union used under

license by Aviso Insurance Inc.

Required Experience:

DescriptionAffinity Financial Strategies (AFS) is looking for a high-performing Insurance Specialistto help clients protect grow and transfer wealth through smart strategic insurancesolutions. AFS is a wealth management provider offering financial planning investmentsand insurance to a portfolio of ...