Publié il y a 3 mois
Regional Sales Consultant (Internal Wholesaler)
@ Co-operators
Calgary, AB · Regina, SK · Edmonton, AB · Vancouver, BC
En bref
Co-operators is hiring a Regional Sales Consultant for a full-time hybrid role supporting brokers virtually on life insurance products and sales. The work includes case consultation, broker training and onboarding, and needs analysis. The posting states an expected salary of $65,562 to $109,270 with a 20% annual sales incentive target.
Responsabilités :
- Fournir du soutien aux ventes et des consultations de dossiers aux courtiers
- Animer des formations sur les produits d'assurance vie
- Analyser les besoins d'assurance vie des clients
- Collaborer avec le marketing sur les thèmes de vente trimestriels
Résumé des exigences :
- 3 à 5 ans d'expérience en planification financière (assurance vie)
- Permis d'assurance vie ou désignation CFP, CLU ou PFP
- Solide connaissance des produits d'assurance vie
- Bilinguisme anglais-français (atout)
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · ultipro
- Date publiée par l’employeur
- 2026-08-17
- 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 | Intermédiaire |
| Domaine | Ventes |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Domicile, Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English, French |
| Permis et certifications | CFP, CLU, PFP |
| 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 | 202 |
| Voir la page |
Company: CLIC
Department: Ind MGA & Nat Acct Sls
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 Regional Sales Consultant provides advanced education, case consultation, training, and onboarding on life products. The incumbent works virtually with brokers and supports the Senior Regional Sales Consultant to achieve life sales goals. The Regional Sales Consultant communicates (via virtually) with brokers to help implement solutions and refers cases to the Senior Regional Sales Consultant if face-to-face client contact is required.
How you will create impact:
- Provide sales support and case consultation on specific cases to brokers virtually
- Facilitate and provide subject matter expertise for brokers training sessions on basic as well as advanced topics, along with distribution teams
- Collaborate and serve as a SME in supporting life insurance needs analysis, focusing on the client's specific objectives.
- Support and lead broker training and on boarding training
- Stay informed about competitor products and insurance features, including industry trends, legislative changes, and impacts; understand supported life insurance products.
- Develop and maintain close working relationships with brokers
- Establish and sustain strong collaborative relationships with key stakeholders
- Work with Marketing to build and create quarterly sales themes used to promote sales and sales concepts through virtual sessions
How you will succeed:
You remain focused and optimistic in the pursuit of a goal, despite 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 3-5 years of experience in Financial Planning (Life Insurance)
- You have a Life license, CFP, CLU, PFP or other industry specific designations
- You have in-depth knowledge of life products
- You have a proven sales track record and strength in life sales practices and processes.
- You have a strong personal persuasion, negotiation, presentation, communication and problem-solving skills.
- You have experience in educating the advisors by thoroughly understanding their needs.
- You have a proven ability to develop new relationships.
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 range $65,562 - $109,270. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 20%.
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