Regional Life Insurance Growth Consultant

Co-operators; Vancouver; Hybride; CAD 66 000 - 109 000; Plein temps

Avantages offerts par ce poste

Training and development

Flexible work options

Total rewards package

Volunteer days

Résumé du poste

CLIC, a leading Canadian financial services co‑operative, offers a hybrid full‑time sales support role focused on life insurance with brokers. You will provide case consultations, lead broker training, and collaborate with distribution teams to address client objectives.

You will guide life insurance needs analysis, stay updated on industry trends, and build relationships with brokers and stakeholders while contributing to quarterly sales themes with Marketing.

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.
• Proven sales track record in life sales practices and processes.
• Strong persuasion, negotiation, presentation and communication skills.
• Experience educating advisors by thoroughly understanding their needs.
• Proven ability to develop new relationships.

Responsabilités

• 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 onboarding 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.

Connaissances

Sales experience

Communication

Persuasion

Negotiation

Presentation

Problem-solving

Relationship building

Formation

Life license, CFP, CLU, PFP or other designations

Description du poste

CLIC, a leading Canadian financial services co‑operative, offers a hybrid full‑time sales support role focused on life insurance with brokers. You will provide case consultations, lead broker training, and collaborate with distribution teams to address client objectives.

You will guide life insurance needs analysis, stay updated on industry trends, and build relationships with brokers and stakeholders while contributing to quarterly sales themes with Marketing.