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



  • Vancouver, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Disability Case Manager** Are you looking for an environment where integrity, partnership, excellence and constant improvement are at the heart of your everyday life? In our organization, we believe in working collaboratively in a team environment to share our knowledge with one another and to coach and mentor...


  • Vancouver, BC, Canada Raymond James Financial Full time

    Job Description - New Business Associate, Life Insurance (Case Manager) (2401512) New Business Associate, Life Insurance (Case Manager) - 2401512 Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. New...

  • Advisor Specialist

    1 month ago


    Vancouver, Canada CF Canada Financial Group Full time

    **Position Summary** **As an Advisor Specialist/Case Coordinator your main responsibilities will involve**: - Assisting Advisors with obtaining producer contracts. - Managing ongoing new business requirements and underwriting processes. End-to-end approach (Life, Living Benefits, Segregated Funds). - Maintaining excellent records and paper trails using our...


  • Vancouver, Canada Tony Lau Insurance Agencies Ltd Full time

    1. Competitive salary and benefits 2. Commission 3. E & O and license fees 4. Quality life insurance leads from our branches 5. Autoplan and general insurance training 6. Excellent prospects for advancement Please note that this is a salaried position. The employee will work **INSIDE** an office serving walk-in Autoplan, General Insurance and Life...


  • Vancouver, Canada Tony Lau Insurance Agencies Ltd Full time

    1. Competitive salary and benefits 2. Commission 3. E & O and License fees 4. Quality Life insurance leads from our branches 5. Autoplan and General Insurance training 6. Excellent prospects for advancement Please note that this is a salaried position. The employee will work **INSIDE** an office serving walk-in Autoplan, General Insurance and Life...


  • Vancouver, Canada Tony Lau Insurance Agencies Ltd Full time

    1. Competitive salary and benefits 2. Commission 3. E & O and License fees 4. Quality Life insurance leads from our branches 5. Autoplan and General Insurance training 6. Excellent prospects for advancement Please note that this is a salaried position. The employee will work **INSIDE** an office serving walk-in Autoplan, General Insurance and Life...


  • Vancouver, Canada Tony Lau Insurance Agencies Ltd Full time

    1. Competitive salary and benefits 2. Commission 3. E & O and license fees 4. Quality life insurance leads from our branches 5. Autoplan and general insurance training 6. Excellent prospects for advancement Please note that this is a salaried position. The employee will work **INSIDE** an office serving walk-in Autoplan, General Insurance and Life...


  • Vancouver, Canada Tony Lau Insurance Agencies Ltd Full time

    1. Competitive salary and benefits 2. Commission 3. E & O and License fees 4. Quality Life insurance leads from our branches 5. Autoplan and General Insurance training 6. Excellent prospects for advancement Please note that this is a salaried position. The employee will work **INSIDE** an office serving walk-in Autoplan, General Insurance and Life...


  • Vancouver, Canada Financial Confidence Advisors Inc. Full time

    **LIFE INSURANCE ADMINISTRATOR** **1.** **MEETING PREPARATION AND SUPPORT (JOINT EFFORT)**: - Compile Life, Segregated Fund, and Group Benefit Insurance Reporting - Gather information on term renewal pricing, riders included in the contracts, in force illustrations and various other relevant data - Marketing materials and agenda - Compile Universal Life...


  • Vancouver, Canada Tony Lau Insurance Agencies Ltd Full time

    1. Competitive salary and benefits 2. Commission 3. E & O and License fees 4. Quality Life insurance leads from our branches 5. Autoplan and General Insurance training 6. Excellent prospects for advancement Please note that this is a salaried position. The employee will work **INSIDE** an office serving walk-in Autoplan, General Insurance and Life...


  • Vancouver, Canada Equitable Life of Canada Full time

    Director, Insurance Sales Vancouver, BC, Canada Req #2295 Wednesday, May 29, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and...


  • Vancouver, Canada Equitable Life of Canada Full time

    Director, Insurance Sales Vancouver, BC, Canada Req #2295 Wednesday, May 29, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and...


  • Vancouver, Canada Agentis Capital Full time

    **Stalwart Insurance Group** **Life Insurance Product Analyst** **About Stalwart** Stalwart is a growing Canadian life insurance brokerage looking to become one of Canada’s leading insurance and finance enterprises through a combination of its unmatched industry expertise and innovative financial technology. **Summary** As a **Life Insurance Product...

  • Dental Technician

    3 weeks ago


    Vancouver, Canada Smile Innovations Group Full time

    **Dental Technician - Case Consultant** **ABOUT SHANTO DENTAL - Vancouver, BC** Shanto Dental Ceramics is located in beautiful Vancouver, British Columbia, where our crown & bridge laboratory has seen tremendous growth over the past 10 years. Shanto sets itself apart from the competition by delivering excellent results in areas where dentists benefit...

  • Dental Technician

    9 hours ago


    Vancouver, Canada Smile Innovations Group Full time

    **Dental Technician - Case Consultant** **ABOUT SHANTO DENTAL - Vancouver, BC** Shanto Dental Ceramics is located in beautiful Vancouver, British Columbia, where our crown & bridge laboratory has seen tremendous growth over the past 10 years. Shanto sets itself apart from the competition by delivering excellent results in areas where dentists benefit...


  • Vancouver, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Vancouver, Canada THE EMPIRE LIFE INS. CO Full time

    **Account Executive, Insurance**: **Why you’ll love this role**: As the Account Executive, you will drive sales and asset retention in the insurance market, by building on existing, and breaking into new markets, to establish and grow solid, long-term relationships with Distribution Partners and Financial Advisors in the assigned region. **What you’ll...


  • Vancouver, Canada AzureHR Full time

    Our mission is to provide flexible and cost-effective human resource solutions to our clients. We firmly believe in providing the highest quality of service, with the utmost professionalism, at all times. Ultimately, we provide local jobseekers job opportunities with our core group of partnered employers. We routinely possess exclusively job opportunities...

  • Insurance Coordinator

    2 months ago


    Vancouver, Canada Financial Horizons Group Full time

    Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in? If ‘yes’ is the only answer that comes to mind, then you could be the next **Insurance Coordinator** to join the FH family! Curious, and want to know more? Keep reading to see if this position...


  • Vancouver, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    Description The opportunity Are you looking to join a team that is recognized for innovation, excellence and industry-leading service? We are looking for an Internal Insurance Wholesaler to resource and partner with some of the brightest wholesaling minds. Manulife’s Retail Markets business unit is a leading provider of insurance and investment...