Senior Sales Specialist (Ontario)

Senior Sales Specialist (Ontario)

04 Aug
|
Co-operators
|
Ontario

04 Aug

Co-operators

Ontario

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’s why we prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and to live our purpose. The best part is that you will work with people who care passionately about our clients and our communities.

The Opportunity
The Senior Sales Specialist is a multi‑faceted role focused on selling life insurance products and services while supporting the sales team. This position acts as the first point of contact for escalated client issues, ensuring efficient and responsive service to enhance the overall client experience and increase sales numbers. The role also involves meeting individual sales targets, with an expectation of higher performance levels than a typical Sales Specialist. Additionally, the role may provide support to group pension members through client education, retirement‑related inquiries, and referral opportunities, while maintaining a primary focus on life insurance sales and sales support.

How You Will Create Impact

Generating current business by consulting with potential inbound clients to provide insurance planning services, including assessing their insurance and pension related inquiries.

Developing, documenting, and implementing standard procedures for all aspects of the sales process and/or province, and communicating changes to the team.

Implementing sales strategies, deciding on approaches to prospecting, lead generation, and sales pitches to maximize conversion.

Effectively evaluating client needs by conducting a needs analysis,



providing a tailored insurance proposal, and recommending based on the client’s unique needs and financial situation. Making decisions on the types of policies to offer, premium options, and coverage amounts.

Participating in up‑sell/cross‑sell referral programs for individual life insurance clients to strengthen relationships, support retention efforts, and identify additional products or services aligned with clients’ evolving needs. Continuously learning about industry trends, products, and sales techniques.

Building and nurturing client relationships with minimal supervision, deciding how to engage clients, handle their concerns, and providing exceptional sales service.

To Join Our Team

6–9 years of experience in the individual life insurance industry.

LLQP license.

A license in IFIC or CSC would be considered an asset.

Strong communication skills to multitask and manage numerous priorities in a fast‑paced environment.

Strong sales mindset with expert knowledge of individual life products, pricing, contract, guidelines, standards, system capabilities, administrative practices, and service offering.

Working knowledge of life insurance product/services, pension regulations, and market trends.

How You Will Succeed

An innovative mindset to improve operational efficiencies and influence change,



with a primary focus on client needs.

Critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions, and proactively propose solutions.

Strong communication skills to clearly convey messages and explore diverse points of view.

Building trusting relationships and providing guidance to support the development of colleagues.

What You Need To Know

You will be subject to a background check as a condition of employment if you are the successful candidate.

What’s in it for you?

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.

Competitive salary and incentive programs, plus a comprehensive total rewards package that includes group retirement savings plans, pension and benefits (e.g., health, wellness, dental, disability, and life coverage), mental health support, and an employee assistance program.

Expected salary/hourly range $65,562 - $109,270. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 30%.

The salary amount for the successful candidate is determined by Co‑operators at their discretion and will vary depending on several criteria including but not limited to: local market conditions, geography, and relevant job‑related factors such as knowledge, skills, qualification, experience, and education.

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📌 Senior Sales Specialist (Ontario)
🏢 Co-operators
📍 Ontario

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