Bilingual Sr Regional Sales Consultant

3 weeks ago


PE Canada Co-operators Full time

Bilingual Sr Regional Sales Consultant – Individual Life Wholesaler Company: CLIC Department: Group Markets Distribution Employment Type: Regular Full‑Time Work Model: Remote-based Language: Bilingualism in English and French is required. Additional Information: This role is currently vacant. The Opportunity We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society. 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 enable our team to thrive and live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities. Responsibilities As the Senior Regional Sales Consultant you will be responsible for enhancing 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. 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, 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, overcoming 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 Life insurance sales. You have a post‑secondary diploma in a related field. You have a Life license and 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 and Life insurance sales products. 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. Proficiency in both English and French is essential for the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. The essential non‑French duties are not assignable to adjacent or other team members. What You Need To Know You will travel regularly. Extended work hours, including evenings and weekends, may be required. You will be subject to a background check as a condition of employment, in the event you are the successful candidate. 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, all eligible employees benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. Expected Salary Range $79,954 – $133,257 (salary determined by Co‑operators based on market conditions, geography and relevant qualifications). Seniority level Mid‑Senior level Employment type Full‑time Job function Sales and Business Development Referrals increase your chances of interviewing at Co‑operators by 2x. #J-18808-Ljbffr



  • , PE, Canada Co-operators Full time

    A leading Canadian financial services co-operative is seeking a Bilingual Sr Regional Sales Consultant to drive Life insurance product sales. This remote-based position requires five years of sales experience, strong communication skills, and bilingualism in English and French. You will coach and support partners to enhance market penetration. The role...


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