Manager,Financial & Insurance Planning Services Job Guelph area,Ontario Canada,Business

Company: CLIC
Department:
Ind MGA & National Account Sales

Employment Type:

Regular Full-Time
Work Model:
Hybrid
Language:
English is required, French is an asset.
Additional Information:
This/these role(s) is/are currently vacant

The Opportunity:

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 we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

This role is responsible for leading Group Pension and Insurance Solution Sales teams that deliver services remotely across Canada with a focus on driving sales growth

How you will create impact:

Drives sales growth and meets targets by effectively leading the virtual financial planning team and the insurance solutions team

Designs, implements, and maintains a strategic sales plan

Partners with other shared service areas ( Client services, Policy Holder services, New Business to enhance and refresh own knowledge and methods to identify clients who should be transferred to Telesales

Builds, promotes, and maintains strong working relationships with stakeholders such as key Business and Dept. Leaders, Advisors, clients – including the team as a whole

Participates in planning activities such as providing input into strategic plans, developing unit plans, identifying priorities and scope of activities for unit operations, designing/modifying work structures to meet business needs, and planning high-level operational efficiencies

Provides overview and guidance to consultants executing on strategic implementations in Product/Proxy Product Owner roles

Acts as subject matter expert/point person for the overall business operation of the Virtual Financial Planning team

Participates in product development projects for new product or service enhancements

To join our team:

You have 10 years of experience in Insurance and Financial services industry.

You have either CFP, CLU, LLQP or Mutual Funds licensing

You have in-depth knowledge of wealth (Individual and group) and life insurance products.

You have thorough knowledge of the Co-operators financial services and products and how they relate to those of the competition in addition to processes and systems.

You have implemented process changes resulting in efficiencies.

You have internal/external product knowledge.

You have the ability to build trusting relations and provide feedback to enable the successful development of your team and colleagues.

How you will succeed:

You build trusting relationships and provide feedback to enable the successful development of your team and colleagues.

You foster innovation and continuous improvement with a focus on client experience.

You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.

You successfully convey messages and demonstrate openness to exploring alternative points of view.

You use critical thinking to guide decision making.

What you need to know:

You will be subject to a Background check as a condition of employment, in the event 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.

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 (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary range $91,058 - $141,058+

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.

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.

#LI-JL2


Increase/decrease your Search Radius (miles)



Job Posting Language

Manager, Financial & Insurance Planning Services