Senior Life & Wealth Coach - Hybrid & Bilingual

Co-operators; Quebec; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian financial services cooperative is seeking a professional to coach life specialists and enhance their skills in providing services related to life and wealth products. The ideal candidate will have over six years of experience in the insurance industry and be bilingual in English and French. This hybrid role focuses on sales growth and training, with opportunities for professional development and a supportive workplace culture.

Benefits

Training and development opportunities

Flexible work options

Paid volunteer days

Comprehensive total rewards package

Qualifications

• At least six years of experience in the insurance industry.
• Experience in building sales and service processes for life and wealth.
• Proven track record of coaching and mentoring.

Responsibilities

• Coach life specialists on OMNI client experience.
• Assess and respond to training needs of staff.
• Join life specialists to meet clients and provide coverage guidance.

Skills

Bilingualism in English and French

Coaching and mentoring

Sales fundamentals understanding

Customer service quality

Negotiation

Education

Post-secondary diploma

Life and wealth license (AMF)

Chartered Life Underwriter (CLU) designation

Certified Financial Planner or Chartered Financial Consultant designation

Job description

A leading Canadian financial services cooperative is seeking a professional to coach life specialists and enhance their skills in providing services related to life and wealth products. The ideal candidate will have over six years of experience in the insurance industry and be bilingual in English and French. This hybrid role focuses on sales growth and training, with opportunities for professional development and a supportive workplace culture.