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Senior Regional Sales Consultant- Individual Life Wholesaler
1 month ago
Language : Bilingualism in English and 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.
Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipate the needs of our clients, helping our organization to grow. We foster open communication and think innovatively to find mutually beneficial solutions for our clients.
As the Senior Regional Sales Consultant, you will be responsible for enhancing Individual 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.
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 five years of experience in Wholesale Life insurance sales.
- You have a post-secondary diploma in a related field.
- You have a Life license and may 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, Life insurance products, and advanced sales concepts.
- 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.
What you need to know :
- You will travel regularly.
- Extended work hours, including evenings and weekends, may be required.
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 (health and wellness, dental, disability, and life coverage), mental health support, and an employee assistance program.
Expected Salary Range : $78,000 - $130,000
- 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.
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.
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