Hybrid: Regional Life Insurance Sales Consultant
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Benefits offered by this job
Job summary
CLIC in Canada is seeking a Regional Sales Consultant to provide advanced education, case consultation, training and onboarding on life products. The role works virtually with brokers and supports the Senior Regional Sales Consultant to achieve life sales goals.
Key duties include broker training, SME support for life insurance needs analysis, and ongoing relationship management. Requires 3–5 years in Financial Planning and a Life license or CFP/CLU/PFP designations, with strong communication
Qualifications
- 3–5 years of experience in Financial Planning (Life Insurance).
- Life license, CFP, CLU, PFP or other industry designations.
- In-depth knowledge of life products and sales processes.
- Proven sales track record and advisor education experience.
- Strong presentation, communication and problem-solving skills.
Responsibilities
- Provide advanced education, case consultation and onboarding for brokers virtually.
- Deliver broker training sessions on life products and sales topics.
- Support and coordinate with the Senior Regional Sales Consultant to hit life sales goals.
- Develop relationships with brokers and stay informed on industry trends.
Skills
Education
Job description
CLIC in Canada is seeking a Regional Sales Consultant to provide advanced education, case consultation, training and onboarding on life products. The role works virtually with brokers and supports the Senior Regional Sales Consultant to achieve life sales goals.
Key duties include broker training, SME support for life insurance needs analysis, and ongoing relationship management. Requires 3–5 years in Financial Planning and a Life license or CFP/CLU/PFP designations, with strong communication
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