Health and Wealth Consultant

**Job Description**:
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 professional Health and Wealth Consultants help plan members understand the products and solutions available to them. We provide Life, Health and retirement solutions and other services to help customers realize their financial and life goals.

**What you will do**

**Using a set of innovative tools and approaches, handling both inbound conversations and making outbound calls, the**
**health and wealth consultant will**:

- 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
- Provide education and point in time advice on financial planning and other relevant topics
- Engage the customer in site & app enrollment and navigation, claims submissions and site functionality, benefits review including coverage details, top-up opportunities, savings opportunities, portable benefits and individual health products; resolve issues and identifies strategies and options to achieve goals
- Identify opportunities and record engagement with each plan member using internal systems and tools
- Answer and respond appropriately to operational and procedural inquiries from current retirement plan members via inbound/outbound calls in-order to identify and/or close a sales opportunity
- 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 1st line compliance to ensure provincial requirements are adhered to
- Other duties as assigned which may involve some or all the following: staff meetings, product seminars/training, meeting all federal and provincial requirements as they pertain to insurance regulations etc., in support of strategic department and firm initiatives

**What you will bring**
- Post-secondary degree or equivalent work experience
- Minimum of 5 years successfully working in sales/advisor team with experience in a sales environment
- 2 - 5 years of 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
- Valid life insurance license (LLQP). If you do not currently have one, will be required to obtain within three months of hire. When licensed, will facilitate sale of product and service positioning
- 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
- 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 Frech and English
- Availability for shifts between 8 a.m. - 8 p.m. ET Monday to Friday

**Be your best at Canada Life

**We are 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.

**We are one of Canada's top 100 employers**
- Canada Life serves the financial security needs of more than 13 million people across Canada, with ad