Publié il y a 6 mois
Senior Sales Specialist (Life Insurance and Mutual Funds)
@ Co-operators
Mississauga, ON · Burlington, ON
En bref
CLIC is hiring a Senior Sales Specialist in its Group Markets Distribution department to sell individual life insurance and support the sales team. The role involves needs analysis, tailored proposals, cross-selling, and handling escalated client issues, on a hybrid schedule with 2 days in the office. Expected pay is $65,562 to $109,270 plus a sales incentive with a 30% annual target.
Responsabilités :
- Générer de nouvelles affaires en conseillant des clients potentiels
- Réaliser des analyses de besoins et proposer des solutions d'assurance
- Développer et mettre en œuvre des stratégies de vente
- Participer au programme de vente croisée et de vente incitative
- Gérer les demandes escaladées des clients
Résumé des exigences :
- 6 à 9 ans d'expérience en assurance vie individuelle
- Permis LLQP
- Excellentes compétences en communication
- Expertise en produits d'assurance vie
- Anglais requis, français un atout
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · ultipro
- Date publiée par l’employeur
- 2026-05-20
- Première détection par notre source
- 2026-10-08
- Mise à jour du dossier source
- 2026-10-16
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Ventes |
| Expérience | 6 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English, French |
| Permis et certifications | LLQP |
| Vérifications | casier judiciaire |
| Avantages mentionnés | Congés payés généreux, Horaire flexible, Régime de retraite, Mieux-être, Formation payée |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Co-operators
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
All your investing and insurance needs in one place. 🍁Proudly Canadian since 1945.
Description complète de l’entreprise
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Proudly Canadian since 1945.
- Abonnés LinkedIn
- 71 299
- Personnes associées sur LinkedIn
- 7 905
- Bureaux déclarés
- 101 Cooper Dr, Guelph, Ontario N1C 0A4, CA
- 1920 College Avenue, Regina, SK, CA
- 6700 Macleod Trail SE, Calgary, AB, CA
- 151 North Service Road, Burlington, ON L7R 4C2, CA
- 2000, McGill College, bureau 810, Montréal, Québec H3A 3H3, CA
- Catégories d’activité
- Education
- EdTech
- Insurance
- E-Learning
- Autres noms enregistrés
- Co-operators
- Spécialités
- Home
- Auto
- Life
- Investments
- Group
- Business
- Farm
- Travel
- Commercial
- and Wealth
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 5,001-10,000 employees |
| Siège social | Guelph, Ontario |
| Type d’organisation | Privately Held |
| Spécialités | HomeAutoLifeInvestmentsGroupBusinessFarmTravelCommercialand Wealth |
| Offres sur Jobsy | 201 |
| Voir la page |
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
The Opportunity:
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.
How you will create impact:
- 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.
To join our team:
- 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.
How you will succeed:
- 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.
What you need to know:
- 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, 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.
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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