Product Consultant

Co-operators•Vancouver, PE

1d•CA$72,847 - CA$121,411•Hybrid

About The Position

The Product Consultant (life, wealth) is responsible for providing subject matter expertise, support, and guidance to Advisors on products (life and wealth). This role focuses on helping Advisors understand product features, benefits, and applications, and providing timely and accurate responses to their queries. The Product Consultant will work closely with the Sr. Product Consultants, Life and Wealth, to align product expertise strategies with overall business goals and contribute to the success of the organization. This role requires strong product knowledge, communication skills, and problem-solving abilities to deliver exceptional support to Advisors.

Requirements

3-5 years of experience in the insurance industry
Excellent verbal and written communication skills to effectively convey product information and support Advisors.
Ability to develop and deliver training programs and materials.
Thorough knowledge of financial services products (life insurance, mutual funds, segregated funds), including features, benefits, and applications.
Familiarity with business planning and management strategies to support Advisor success.
Ability to align product expertise strategies with overall business goals and contribute to the success of the organization.
Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service.

Nice To Haves

French is an asset.

Responsibilities

Provide subject matter expertise on products (life and wealth) to Advisors, helping them understand product features, benefits, and applications.
Collaborate with Advisors to integrate products and develop business plans that leverage (life and wealth) products to achieve their goals.
Proactively supporting Advisors in honing their business by providing insights and guidance on product (life and wealth) strategies.
Monitor and analyze Advisor performance metrics to identify areas for improvement and provide targeted support.
Work closely with the Sr. Product Consultants to align product expertise strategies with overall business goals.
Coordinate with other departments, such as Marketing and Sales, to ensure consistent messaging and support for products.
Support the development of training programs to enhance Advisor knowledge and proficiency for life insurance and wealth management.
Identify opportunities to optimize processes and practices related to financial products.