Company: CLIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Remote-Based
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.

As the Senior Life Product Consultant for South Western Ontario, Eastern Ontario/Ottawa, you will provide highly advanced education, practice management, tax and estate planning and complex case consultation on Life Insurance and Living Benefits products. You will work closely with Advisors and Advisor Management teams to achieve sales objectives through implementation of solutions for complex needs and offering product expertise for high-end insurance cases and estate planning situations.

How you will create impact:

• Participating in the development of advanced sales programs and presentations and working with Advisors to develop advanced cases within their book of business.
• Developing and maintaining close working relationships with distribution channel partners and providing ongoing sales support to ensure optimum representation of Individual Life and Living Benefit products.
• Providing sales consultation on complex life insurance cases, including conducting case analysis and recommendations on product solution suitability
• Preparing, updating, and implementing business plans, developing tactical plans to meet targets, and contributing to the continuous improvement of processes and procedures.
• Keeping abreast of the competitive market and insurance product features of competitors, including consultation on and awareness of tax and estate planning challenges, industry trends, legislative changes and their impacts.

To join our team:

• You have minimum 5+ years of progressive experience and knowledge of Individual Life, Living Benefits and/or Estate and Financial planning.
• You have completed post-secondary education in a related discipline.
• You have the Certified Financial Planner (CFP) and/or Chartered Life Underwriter (CLU) designations.
• You hold the Life and Accident & Sickness (LLQP) licenses.
• You have sales experience in the financial services industry, including familiarity with advisor practice management.

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 effectively
• 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.

What you need to know:

• You will travel within your territory
• You are required to have a valid driver’s license and insurance.
• This role involves direct contact with clients and/or service providers.
• Extended work hours, including evenings and weekends, will be required.
• You will be subject to a Criminal Record and Consumer History 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.

Salary information​

Expected salary/hourly range $91,058.00 - $141,000.00+

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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.​

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Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.​