Senior Case Consultant With Canada Life (Edmonton)

Senior Case Consultant With Canada Life (Edmonton)

25 Sep
|
Canada Life
|
Edmonton

25 Sep

Canada Life

Edmonton

Join Canada Life as a Senior Case Consultant, specializing in complex life insurance and sales strategies. Make an impact by supporting high-net-worth clients and driving business growth.With more than seven years' experience in the financial services industry, you will provide invaluable insights to advisors while modeling intricate life insurance strategies. Your role will involve simplifying complex recommendations and ensuring high-quality deliverables for clients. This position requires strong relationship-building skills and a solid understanding of product mechanics.Key Responsibilities:Assist advisors with life insurance planning complexitiesDrive new business through advanced strategic insightsDevelop and produce materials tailored to client needsSimplify technical concepts for diverse audiencesCollaborate with advisors to create effective business solutionsRequirements:7+ years in financial or insurance servicesComprehensive knowledge of life insurance product mechanicsStrong leadership and cooperative skillsValid financial services credentials like CFP or CLUWillingness to travel as neededUtilize your expertise at Canada Life to guide affluent clients and enhance their financial security.

📌 Senior Case Consultant With Canada Life (Edmonton)
🏢 Canada Life
📍 Edmonton

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