Job Description

Position Overview

Company: CGIC Number of Positions: 1 Language: This role operates in English. Work Model: Office-Based Alternate Title: n/a Additional Information:

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\xe2\x80\x99s 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. As the Life Insurance Specialist you will focus on developing and deepening client relationships by providing high quality sales and service advice in life and group insurance. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth through outbound prospecting and new client acquisitions.

How you will create impact:

• Contributing to the development and sustainable growth of life and group insurance portfolios and providing client-centric solutions and services.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote life and group insurance offerings.
• Conducting needs analyses, reviewing client financial goals, providing education and recommendations in alignment with Know Your Client requirements, selling new policies, and documenting required changes or updates.
• Conducting regular reviews of client insurance plans, responding to client inquiries, and identifying additional sales opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
  

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.

To join our team:

• You have 2-3 years of experience in Sales, Business or Marketing, including experience in the financial services industry.
• You have a post-secondary education in a related discipline.
• You hold a Life License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), or Professional Financial Advisor (PFA) designation(s).
• Having working knowledge and experience selling life and group insurance products is an asset.

What you need to know:

• You are required to have your own vehicle, valid driver\xe2\x80\x99s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client\xe2\x80\x99s medical history, financial status and other personal information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Interested in applying?

Click \'apply now\' to submit your current resume and cover letter. Tell us a bit about yourself, your professional experience and how you think you can make a difference at Co-operators. We look forward to learning more about you and we welcome you to follow us on LinkedIn. Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the hiring manager.