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Health & Wealth Consultant

1 month ago

Edmonton, Canada The Canada Life Assurance Company Full time

Permanent Full Time

Freedom Experience is about building trust through every interaction we have with our plan members and represents a shift in our organization’s mindset. Proactively identifying, understanding and delivering on the products and experiences to meet the needs of our plan members using new tools, new processes, and data. This is a new role to execute on the vision of a member focused solutions centre, leading project and business resources to execute on our strategy.

Our team of Health and Wealth Consultants help plan members understand the products and solutions available to them. We provide Life, Health and wealth solutions, along with other services to help customers realize their financial and life goals.

**What you will do**

Using a set of innovative tools and approaches, the health and wealth consultant will:

- Consult + Guide:

- Engage with customers in a variety of mediums including inbound conversations, booked virtual meetings (phone or video), and on-site visits to some of our most strategic clients.
- Obtain knowledge of the plan member’s financial objectives and deliver personalized consultations detailing solutions best suited to the retirement and health planning needs of Canada Life customers
- Provide financial wellness guidance, Life and Health and retirement solutions during all phases of a plan member’s life and uses innovative tools to offer appropriate solutions
- Provide guidance, advice, professional account management, financial wellness, and financial planning to enhance a plan member’s wellbeing
- Leverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next steps
- Maintain and be accountable for keeping your provincial licenses in good standing, ensuring you meeting all training, licensing and supervision requirements on an ongoing basis

2. Provide best-in-class guidance to our customers:

- Identify products and solutions that meet customers’ needs and record engagement with each plan member using internal systems and tools
- Answer and respond appropriately to operational and procedural inquiries from plan members via inbound/outbound calls
- Identify and close sales opportunities
- Provide education and advice on financial planning and other relevant topics

3. Be a team player:

- Participate in regular reviews, lessons learned and other retrospectives to ensure personalized approaches continue to meet plan member needs and expectations
- Provide consistent feedback to leadership on opportunities for learning, working closely with our compliance partners to ensure provincial requirements are adhered to
- Other duties as assigned which may involve some or all the following: team meetings, product seminars and training sessions, participation in special initiatives, compliance meetings to help align our processes with all federal and provincial requirements as they pertain to insurance regulations etc.

**What you will bring**:

- 2+ years of sales experience
- ** Valid life insurance license (LLQP) or willingness to work towards obtaining within three months of hire**:

- Deep product knowledge of the Life and Health, Group Retirement Services and personalized products and services to present solutions with confidence that meet member needs
- Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP), Certified Employee Benefits Specialist (CEBS), Certified Health Specialist (CHS)
- Positive, customer-oriented attitude
- Passion for financial advice and solutions
- Post-secondary degree or equivalent work experience
- Superior communications skills
- Proven ability to sustain and flourish in an ambiguous or unchartered area; must be comfortable with uncertainty and constant change
- Excellent organization, prioritization and planning skills required
- Bilingual or fluency in any supplemental language other than French would be an asset
- Availability for shifts between 8 a.m. - 8 p.m. ET Monday to Friday
- Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website.The base salary for this position is between **$57,100**:

- $95,200 **annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

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