Senior Regional Sales Consultant- Life Insurance (External Wholesaler)

Co-operators; Calgary; Remote; CAD 82,000 - 132,000; Full time

Benefits offered by this job

Flexible work options

Paid time off

Total rewards package

Job summary

CLIC is seeking a Senior Regional Sales Consultant to drive Life Insurance sales across designated regions. You will train and support Advisors, MGAs and business units to meet sales targets and expand product adoption.

Requirements include five years in Life insurance sales, a Life license, and CFP/CLU/ChFC designations; CSC is a plus. A post-secondary diploma and strong knowledge of Life insurance products are expected.

Qualifications

• Five years of Life insurance sales experience.
• Life license and CFP/CLU/ChFC designations.
• Knowledge of the Income Tax Act and investments is a plus.
• Post-secondary diploma in a related field.
• Expert knowledge of Life insurance products.

Responsibilities

• Promote Life Insurance solutions to Advisors and MGAs.
• Train, coach, and support distribution channels to achieve targets.
• Manage sales growth and relationships within the region.
• Participate in seminars, trade shows and meetings to raise product awareness.

Skills

Life insurance sales

Life license

CFP/CLU/ChFC designations

Education

Post-secondary diploma in a related field

CFP/CLU/ChFC designations

CSC certificate (asset)

Job description

Senior Regional Sales Consultant- Life Insurance (External Wholesaler)

Company: CLIC
Department: Ind MGA & Nat Acct Sls
Employment Type: Regular Full-Time
Work Model: Remote-Based
Language: English is required, French is an asset.

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.

As the Senior Regional Sales Consultant you will be responsible to enhance Life insurance product sales within your assigned region. You will train, coach, motivate and support various distribution channels and business units in developing plans to achieve sales targets.

How you will create impact:

• Promoting a full range of Life Insurance solutions to Advisors and Managing General Agent (MGA) partners.
• Providing proactive sales and business building ideas, understanding Advisor goals, and aligning their needs with our insurance solutions.
• Managing sales growth and fostering positive business relationships within the defined region.
• Monitoring and measuring competitive products, processes, technology, and marketing tools to fulfill the needs of Advisor clients and recommending changes to improve sales and service practices.
• Participating in seminars, trade shows and meetings to enhance awareness of CUMIS Life products, including staying current with industry trends, product changes and Credit Union markets.

To join our team:

• You have five years of experience in Life insurance sales.
• You have a post-secondary diploma in a related field.
• You have a Life license and hold the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Chartered Financial Consultant (ChFC) designation(s). Having the Canadian Securities Course (CSC) certificate is an asset.
• You have expert knowledge of the Life insurance industry and Life insurance sales products.
• Having a strong understanding of the Income Tax Act and working knowledge of investments, trusts, capital markets and retirement and benefits plans is an asset.

How you will succeed:

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

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 $81,953 - $131,953+ This role is eligible to participate in an sales incentive plan for additional compensation with an annual target of 30%.

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.