Senior Financial Products Representative

Co-operators • Mississauga, ON

5h • CA$50,280 - CA$83,800 • Hybrid

About The Position

The Senior Financial Products Representative role is a liaison between Co-operators Agents and External Financial and Insurance markets to facilitate new business and administer the renewal and servicing of the existing legacy book of business. Regular interaction with representatives of external market carriers to review available product shelf, servicing improvements and support expectations. The role will work primarily with Co-operators advisors to assist with solutions for specific client needs and sales opportunities. Collaboration with the Sr Life Consultants and Life & Wealth Consultants would occur as part of providing all encompassing sales support to advisors. There is also an administrative component supporting the payment of advisor commissions that requires collaboration with Finance and payroll.

Requirements

• Post secondary education Business degree or equivalent experience
• Life License is required or will need to be obtained within a short timeframe
• Minimum of two years Life and/or Wealth experience, in sales or a sales support capacity
• Strong customer service skills with ability to establish rapport with business partners to identify needs and provide guidance as required
• Possess specialized knowledge of Wealth Management and life insurance products as well as product offerings of the various markets

Nice To Haves

• Professional designation CFP or PFP is ideal but not required
• Extensive knowledge of the broker environment and the products and services offered in the market is an asset

Responsibilities

• Market Life and Wealth product lines to Co-operators Advisors both for new business accounts and existing renewal business
• Prepare product recommendations for Advisors
• Review life and financial market quotations to ensure accuracy prior to release to Advisors
• Negotiate with external market partners to facilitate sales support for Co-operators advisors and clients
• Work with Co-operators Advisors to obtain required applications for either new business or renewal business within communicated service standards
• Present product information as required
• Mentor junior support staff to advance general education and working knowledge of markets/products in support of Advisors
• Work with the Life & Wealth Consultants, Sr Consultants Individual Life, and Senior Consultants Wealth teams to support CLIC Products and provide back-up on Co-operators Life Products and processes were applicable in competitive situations.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree