Company: CLIC
Department: Advisor Enablement
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
The Product Consultant (life, wealth) is responsible for providing subject matter expertise, support, and guidance to Advisors on products (life and wealth). This role focuses on helping Advisors understand product features, benefits, and applications, and providing timely and accurate responses to their queries. The Product Consultant will work closely with the Sr. Product Consultants, Life and Wealth, to align product expertise strategies with overall business goals and contribute to the success of the organization. This role requires strong product knowledge, communication skills, and problem-solving abilities to deliver exceptional support to Advisors.
How you will create impact:
- Provide subject matter expertise on products (life and wealth) to Advisors, helping them understand product features, benefits, and applications.
- Collaborate with Advisors to integrate products and develop business plans that leverage (life and wealth) products to achieve their goals.
- Proactively supporting Advisors in honing their business by providing insights and guidance on product (life and wealth) strategies.
- Monitor and analyze Advisor performance metrics to identify areas for improvement and provide targeted support.
- Work closely with the Sr. Product Consultants to align product expertise strategies with overall business goals.
- Coordinate with other departments, such as Marketing and Sales, to ensure consistent messaging and support for products
- Support the development of training programs to enhance Advisor knowledge and proficiency for life insurance and wealth management
- Identify opportunities to optimize processes and practices related to financial products
To join our team:
- 3-5 years of experience in the insurance industry
- Excellent verbal and written communication skills to effectively convey product information and support Advisors.
- Ability to develop and deliver training programs and materials.
- Thorough knowledge of financial services products (life insurance, mutual funds, segregated funds), including features, benefits, and applications.
- Familiarity with business planning and management strategies to support Advisor success.
- Ability to align product expertise strategies with overall business goals and contribute to the success of the organization.
- Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service.
How you will succeed:
- You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
- You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
- You have strong communication skills to clearly convey messages and explore diverse points of view.
- You build trusting relationships and provide guidance to support the development of colleagues.
What you need to know:
- Some limited, occasional travel may be required
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Expected salary/hourly range $72,847.00 - $121,411.00
The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.
Skills Required
- 3-5 years of experience in the insurance industry
- Excellent verbal and written communication skills
- Ability to develop and deliver training programs and materials
- Thorough knowledge of financial services products
- Familiarity with business planning and management strategies
What We Do
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
