Advanced Case Consultant Life Insurance

2 months ago

Vancouver, Canada Canada Life Assurance Company Full time

**Job Description**:
Forget about boring, traditional paint-by-numbers insurance sales. Are you ready for a more challenging, bigger canvas? Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life.

We’re looking for an **Advanced Case Consultant** with insurance business savvy and charismatic gusto to play an integral role with the Insurance Distribution team. In this fast-paced, results-driven environment, you will deliver product expertise, advanced sales strategies and industry insight. You’ll expand and multiply the acquisition of life insurance business by providing insight into life insurance opportunities and product design with business owners, professionals and affluent clients through working with top advisors in our various channels. Our product shelf is robust, dependable and effective and we’re looking to you to showcase to advisors the power behind our solutions.

**To start**:

- Your experience is rock solid, with 7-10 years’ experience with a focus on life insurance and 3-5 years’ experience with large and complex product design. As lead large case life insurance expert and relationship manager, you’ll join a proprietary insurance team that commands industry respect, defines success by growth and is generously rewarded with compensation and benefits.
- You’re an authority on life insurance products, sales concepts, the insurance industry and applicable legislation. You understand tax and estate planning related to life insurance solutions.
- With your credibility and expertise (CFP or CLU), you’re ready to lead, inspire and set the agenda. You’ll join a team as a technical leader and you’ll be supported with proven processes, product solutions, strategies and technical support.

**Where you’ll really shine**:
Combining creativity, discipline, independence and team recognition, you will drive to generate new and exciting partnerships and sales.

You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their goals and dreams.

If you believe you’ve got what it takes, and want to make a difference, we want to hear from you.

**Desired skills and experience**
- Minimum 7 years’ experience in financial/insurance services industry
- 3-5 years’ experience in large and complex product design
- Post-secondary education, preferably in finance, accounting or taxation; or equivalent work experience
- Strong leadership, sales and relationship-building skills
- Superior knowledge of Canadian life insurance products, sales strategies, the financial services industry and the marketplace
- Advanced understanding of tax principles related to life insurance solutions
- Hold valid financial services designations, such as CFP or CLU
- Ability to work independently and in a team environment
- Ability to travel throughout an assigned region using your own means of transportation

**Perks of working with Canada Life**
- ** Ongoing professional development**:We offer an array of proprietary and industry leading programs, seminars and learning workshops to inspire greatness and improve your knowledge, training and selling/marketing skills.
- ** Competitive compensation**:We designed our compensation program to reward you for building your regions business. It includes a base salary, productivity-based bonuses and benefit options, a company-matching RPP and a share ownership plan.
- ** Recognition and rewards**:We go all out to recognize outstanding performance with a multitude of programs, campaigns, promotions and development meetings to reward your success.
- ** Proven processes, strategies and tools**:We provide a wide array of resources, tools and processes for improving workflow, working with clients as well as for managing your territory.

We offer a challenging, team-oriented work environment, competitive income and benefits, and opportunities for professional and personal development and growth.

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United

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