Senior Sales Specialist (Life Insurance and Mutual Funds)

Company: CLIC
Department: Group Markets Distribution
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and 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 enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

The Sr. Sales specialist is a multi-faceted focused on selling life insurance products and services while supporting the sales team. This position acts as the first point of contact for escalated client issues, ensuring efficient and responsive service to enhance the overall client experience and increase sales numbers. Additionally, the role involves meeting individual sales targets, there is an expectation of higher performance levels than of a Sales specialist. In addition, the role may provide support to group pension members through client education, retirement-related inquires, and referral opportunities, while maintaining a primary focus on life insurance sales and sales support.

• Generating new business by consulting with potential inbound clients to provide insurance planning services, including assessing their insurance and pension related inquires.
• Develop, document, and implement standard procedures for all aspects of sales process and/or province, communicate changes to the team. 
• Develop and implement sales strategies, decide on approaches to prospecting, lead generation and sales pitches to maximize conversion. 
• Effectively evaluate the client needs by conducting a needs analysis, provide a tailored insurance proposal and recommendations based on client’s unique needs and financial situations. Make decision on the types of policies to offer, premium options and coverage amounts. 
• Participate in up-sell/cross-sell referrals program for individual life insurance clients to strengthen relationships, support retention efforts, and identify additional products or services aligned with clients’ evolving needs. Continuous learning on industry trends, products, and sales techniques 
• Build and nurture client relationships with minimal supervision. Make decisions on how to engage with clients, handle their concerns, and provide exceptional sales service. 

• You have 6-9 years of experience in the individual life insurance industry.
• You have a LLQP license.
• A license in IFIC or CSC would be considered an asset
• You have strong communication skills to multitask and manage numerous priorities in a fast-paced environment.
• You have a strong sales mindset with expert knowledge of individual life products, pricing, contract, guidelines, standards, system capabilities, administrative practices and service offering.
• You have working knowledge of life insurance product/services, pension regulations and market trends.

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

• 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, eligible employees also 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.

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Expected salary/hourly range $65,562 - $109,270. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 30%​

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​​

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