Regional Sales Consultant

Co-operators•Edmonton, AB

5d•CA$65,562 - CA$109,270•Hybrid

About The Position

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.

Requirements

3-5 years of experience in Financial Planning (Life Insurance)
A Life license, CFP, CLU, PFP or other industry specific designations
In-depth knowledge of life products
A proven sales track record and strength in life sales practices and processes.
Strong personal persuasion, negotiation, presentation, communication and problem-solving skills.
Experience in educating the advisors by thoroughly understanding their needs.
A proven ability to develop new relationships.

Nice To Haves

French is an asset.

Responsibilities

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