Company: CLICDepartment: Advisor EnablementEmployment Type: Regular Full-TimeWork Model: Hybrid (2 days in office)Language: This role operates in English.Additional Information: This/these role(s) is/are currently vacantThe OpportunityWe are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to delivering on this strategy. We prioritize our people, ensuring a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with people who care passionately about you, our clients and our communities.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. 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 occurs 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.How You Will Create ImpactMarket Life and Wealth product lines to Co‑operators Advisors for new business accounts and existing renewal businessPrepare product recommendations for AdvisorsReview life and financial market quotations to ensure accuracy prior to release to AdvisorsNegotiate with external market partners to facilitate sales support for Co‑operators advisors and clientsWork with Co‑operators Advisors to obtain required applications for either recent business or renewal business within communicated service standardsPresent product information as requiredMentor junior support staff to advance general education and working knowledge of markets/products in support of AdvisorsWork 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 as applicable in competitive situationsTo Join Our TeamPost‑secondary education Business degree or equivalent experienceLife License is required or will need to be obtained within a short timeframeProfessional designation CFP or PFP is ideal but not requiredMinimum of two years Life and/or Wealth experience, in sales or a sales support capacityExtensive knowledge of the broker environment and the products and services offered in the market is an assetStrong customer service skills with ability to establish rapport with business partners to identify needs and provide guidance as requiredPossess specialized knowledge of Wealth Management and life insurance products as well as product offerings of the various marketsHow You Will SucceedYou influence change and are committed to continuous improvement,



in order to exceed client expectationsYou leverage critical thinking skills to identify problems and proactively propose solutionsYour strong communication skills allow you to clearly convey messagesYou are an effective team player who shares knowledge to support our peersWhat You Need To KnowYou will be subject to a Background check as a condition of employment, in the event you are the successful candidateWhat’s in it for you?Training and development opportunities to grow your careerFlexible work options and paid time off to support your personal and family needsA holistic approach to your well‑being, with physical and mental health programs and a supportive workplace culturePaid volunteer days to give back to your communityIn 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 programExpected salary/hourly range $50,280.00 - $83,800.00The salary amount for the successful candidate is determined by Co‑operators in its 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.Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.#J-18808-Ljbffr

📌 Senior Financial Products Representative - C$50,280 - C$83,800 A Year (Winnipeg)
🏢 CLIC
📍 Winnipeg