Field Life Agent responsible for soliciting and selling Life & Health insurance products. Working with ACG's members to provide tailored insurance solutions while achieving sales goals.
About the role
- Regional Sales Manager in insurance industry leveraging 7+ years of experience to guide distribution team. Delivering expertise on life insurance, disability, and critical illness products.
Responsibilities
- Leverage your 7+ years in sales/wholesaling to be the authority on life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation.
- Understand and communicate tax and estate planning related to life and living benefits to a variety of advisors.
- Expand and multiply the acquisition of new life insurance, disability and critical illness business by working with advisors.
- Deliver product expertise, creative sales ideas and industry insight - our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind Canada Life solutions.
- You’ve got a team, and you’ll be supported with proven processes, product solutions, strategies and technical support.
Requirements
- 7+ years' experience in financial services / insurance industry
- Post-secondary education, preferably in finance; or equivalent work experience
- Strong leadership, sales and relationship-building skills
- Good knowledge of Canadian life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation
- Hold valid financial services designations, such as CFP, CH.F.C, PFP or CLU
- Experience supporting advisors in a variety of business models including Managing General Agencies and National Accounts would be an asset
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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