Company: CLIC
Department: Ind MGA & Nat Acct Sls
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.
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 Regional Sales Consultant provides advanced education, case consultation, training, and onboarding on life products. The incumbent works virtually with brokers and supports the Senior Regional Sales Consultant to achieve life sales goals. The Regional Sales Consultant communicates (via virtually) with brokers to help implement solutions and refers cases to the Senior Regional Sales Consultant if face-to-face client contact is required.
How you will create impact:- Provide sales support and case consultation on specific cases to brokers virtually
- Facilitate and provide subject matter expertise for brokers training sessions on basic as well as advanced topics, along with distribution teams
- Collaborate and serve as a SME in supporting life insurance needs analysis, focusing on the client's specific objectives.
- Support and lead broker training and on boarding training
- Stay informed about competitor products and insurance features, including industry trends, legislative changes, and impacts; understand supported life insurance products.
- Develop and maintain close working relationships with brokers
- Establish and sustain strong collaborative relationships with key stakeholders
- Work with Marketing to build and create quarterly sales themes used to promote sales and sales concepts through virtual sessions
You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You build trusting relationships and provide guidance to support the development of peers.
To join our team:
- You have 3-5 years of experience in Financial Planning (Life Insurance)
- You have a Life license, CFP, CLU, PFP or other industry specific designations
- You have in-depth knowledge of life products
- You have a proven sales track record and strength in life sales practices and processes.
- You have a strong personal persuasion, negotiation, presentation, communication and problem-solving skills.
- You have experience in educating the advisors by thoroughly understanding their needs.
- You have a proven ability to develop new relationships.
- 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 range $65,562 - $109,270. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 20%.
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Skills Required
- 3-5 years of experience in Financial Planning (Life Insurance)
- Life license, CFP, CLU, PFP or other industry-specific designation
- In-depth knowledge of life insurance products
- Proven sales track record and strength in life sales practices and processes
- Strong persuasion, negotiation, presentation, communication and problem-solving skills
- Experience educating advisors and providing case consultation
- Proven ability to develop new relationships
- English required; French considered an asset
- Subject to background check as condition of employment
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.
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