Senior Sales Specialist (Life Insurance and Mutual Funds) (Mississauga)

Senior Sales Specialist (Life Insurance and Mutual Funds) (Mississauga)

03 Oct
|
Co-operators
|
Mississauga

03 Oct

Co-operators

Mississauga

Group Markets Distribution Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: English is required, French is an asset.

Additional Information: This/these role(s) is/are currently vacant The Chance: 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. The best part is that you will work with people that care passionately about you, our clients and our communities. Sales specialistisa multi-facetedfocusedon selling life insuranceproductsandserviceswhile supporting the sales team.

Additionally, the role involves meeting individual salestargets, there is an expectation of higher performance levels than of aSales specialist. In addition, the role may provide support to group pension members through client education, retirement-related inquires, and referral opportunities, while maintaining a primary focus on life insurance sales and sales support. Generating new business by consulting with potential inbound clients to provide insurance planning services, including assessing their insurance and pension related inquires.

Develop,document,and implement standardprocedures forall aspects of sales process and/or province, communicate changes to the team. Develop and implement sales strategies, decide on approaches to prospecting, lead generation and sales pitches to maximize conversion. Effectively evaluate theclientneeds by conducting a needs analysis, provideatailored insurance proposal and recommendations based on client’s unique needs and financial situations.

Makedecisionon the types of policies to offer, premium options and coverage amounts.



Participate in up-sell/cross-sell referrals program for individual life insurance clients to strengthen relationships, support retention efforts, and identify additional products or services aligned with clients’ evolving needs. Continuous learning on industry trends,products,and sales techniques Build and nurture clientrelationshipswith minimal supervision.

You have 6-9 years of experience in the individual life insurance industry. A license in IFIC or CSC would be considered an asset You have a strong sales mindset with expert knowledge of individual life products, pricing, contract, guidelines, standards, system capabilities, administrative practices and service offering. You have working knowledge of life insurance product/services, pension regulations and market trends.

You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions. Training and development opportunities to grow your career. Flexible work options and paid time off to support your personal and family needs.

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. 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 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. #

📌 Senior Sales Specialist (Life Insurance and Mutual Funds) (Mississauga)
🏢 Co-operators
📍 Mississauga

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