Regional Sales Consultant (Internal Wholesaler)

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

Benefits offered by this job

Flexible work options

Paid time off

Retirement and benefits package

Job summary

CLIC is seeking a Regional Sales Consultant to support life insurance brokers virtually, offering case consultations, and onboarding, to help achieve sales goals. The role involves training brokers and collaborating with distribution teams while staying current on industry trends.

You will be building relationships with brokers, leading onboarding, and supporting life product education. A 3–5 year background in financial planning for life insurance and relevant designations are preferred.

Qualifications

• 3–5 years of experience in Financial Planning (Life Insurance).
• Life license required; CFP/CLU/PFP or similar designation preferred.
• Proven sales track record in life insurance and related products.
• Strong ability to educate advisors and support broker training.

Responsibilities

• Provide sales support and case consultation to brokers virtually.
• Lead broker training and onboarding sessions.
• Act as SME in life insurance needs analysis for clients.
• Stay informed on competitors, industry trends, and policy changes.
• Develop relationships with brokers and key stakeholders.

Skills

Life insurance

Sales experience

Negotiation

Presentation

Advisor education

Networking

Industry knowledge

Education

Life license

CFP/CLU/PFP designation

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%.