Regional Sales Consultant

Co-operators; Calgary; Hybrid; CAD 66,000 - 109,000; Full time

Benefits offered by this job

Training and development

Flexible work options

Well-being programs

Volunteer days

Total rewards package

Job summary

CLIC in Calgary is seeking a Regional Sales Consultant to provide advanced education, case consultation, and onboarding on life products to brokers. The role works virtually with brokers and supports the Senior Regional Sales Consultant to achieve life sales goals.

You have 3–5 years in Financial Planning (Life Insurance), hold a Life license and related designations, and possess strong sales and communication skills.

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 processes
• Strong presentation, negotiation and communication skills

Responsibilities

• Provide sales support and case consultation to brokers virtually
• Lead broker training and onboarding sessions
• Stay informed about life insurance products, trends and regulatory changes
• Develop relationships with brokers and key stakeholders
• Collaborate with Marketing to create sales themes and virtual sessions

Skills

Sales experience

Financial planning

Client relationship building

Communication and training

Education

Life license, CFP, CLU, PFP or other designations

Job description

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.

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 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

How You Will Succeed

• 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.

What You Need To Know

• 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%.