[Hiring] Sr Field Consultant @Co-operators

Role Description

The Sr Field Consultant - Life is responsible for providing subject matter expertise, support, and guidance to Advisors on practice management, tax and estate planning on insurance products. This role focuses on building Advisor understanding of product features, benefits, and applications, while also acting as a support mechanism, providing timely and accurate responses to their queries. The Sr. Field Consultant - Life will work closely with the Senior Manager, Product Expertise, to align product expertise strategies with overall business goals and contribute to the success of the organization. This role requires strong product knowledge, communication skills, and problem-solving abilities to deliver exceptional support to Co-operators Life Insurance Company (CLIC) and Co-operators Financial Investment Services Inc. (CFIS) advisors.

• Provide subject matter expertise on life insurance products to Advisors, helping them understand product features, benefits, and applications.
• Proactively support Advisors in honing their business by providing insights and guidance on life solutions strategies, insurance processes, marketing, transitions, and network partnerships.
• Collaborate with Advisors to integrate life products into their sales plans to achieve their goals by providing detailed case analysis and well thought-out solutions that meet client objectives.
• Act as a primary point of contact for Advisor queries related to life products, ensuring timely and accurate responses.
• Collaborate with other product expertise teams to ensure a cohesive approach to product support.
• Work closely with the Senior Manager, Product Expertise to align life expertise strategies with overall business goals.
• Identify opportunities to optimize processes and practices related to product.
• Stay informed about industry trends and best practices to ensure that insurance product support remains competitive and effective.

Qualifications

• At least 6 years of experience working in the insurance industry.
• Bachelor’s degree in a related discipline.
• CFP/CLU designation or working towards it.
• Thorough knowledge of insurance products, including features, benefits, and applications.
• Understanding of the insurance industry and the specific needs and challenges faced by Advisors.

Requirements

• Excellent verbal and written communication skills to effectively convey product information and support Advisors.
• Strong problem-solving and decision-making skills to address Advisor queries and support business planning.
• Ability to align product expertise strategies with overall business goals and contribute to the success of the organization.
• Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service.
• Ability to build and maintain strong relationships with Advisors, senior leadership, and cross-functional teams.
• Ability to foster a positive and collaborative environment.

Benefits

• 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.
• 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.