Health & Wealth Consultant - Toronto, Canada - Canada Life Assurance Company

Canada Life Assurance Company

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description:

Freedom Experience is about building trust through every interaction we have with our plan members and represents a shift in our organization's mindset.

Proactively identifying, understanding and delivering on the products and experiences to meet the needs of our plan members using new tools, new processes, and data.

This is a new role to execute on the vision of a member focused solutions centre, leading project and business resources to execute on our strategy.

Our team of professional Health and Wealth Consultants help plan members understand the products and solutions available to them. We provide Life, Health and retirement solutions and other services to help customers realize their financial and life goals.

What you will do

Using a set of innovative tools and approaches, handling both inbound conversations and making outbound calls, the

health and wealth consultant will:

Obtain knowledge of the plan member's financial objectives and deliver personalized consultations detailing solutions best suited to the retirement and health planning needs of Canada Life customers
Provide financial wellness guidance, Life and Health and retirement solutions during all phases of a plan member's life and uses innovative tools to offer appropriate solutions
Provide guidance, advice, professional account management, financial wellness, and financial planning to enhance a plan member's wellbeing
Leverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next steps
Provide education and point in time advice on financial planning and other relevant topics
Engage the customer in site & app enrollment and navigation, claims submissions and site functionality, benefits review including coverage details, topup opportunities, savings opportunities, portable benefits and individual health products; resolve issues and identifies strategies and options to achieve goals
Identify opportunities and record engagement with each plan member using internal systems and tools
Answer and respond appropriately to operational and procedural inquiries from current retirement plan members via inbound/outbound calls inorder to identify and/or close a sales opportunity
Participate in regular reviews, lessons learned and other retrospectives to ensure personalized approaches continue to meet plan member needs and expectations
Provide consistent feedback to leadership on opportunities for learning, working closely with 1st line compliance to ensure provincial requirements are adhered to
Other duties as assigned which may involve some or all the following: staff meetings, product seminars/training, meeting all federal and provincial requirements as they pertain to insurance regulations etc., in support of strategic department and firm initiatives

What you will bring

2+ years of deep product knowledge of the Life and Health, Group Retirement Services and personalized products and services to present solutions with confidence that meet member needs
Valid life insurance license (LLQP) to facilitate can facilitate sale of product and service positioning
Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP), Certified Employee Benefits Specialist (CEBS), Certified Health Specialist (CHS)
Positive, customeroriented attitude
Passion for financial advice and solutions
Postsecondary degree or equivalent work experience
Superior communications skills
Proven ability to sustain and flourish in an ambiguous or unchartered area; must be comfortable with uncertainty and constant change
Excellent organization, prioritization and planning skills required
Bilingual or fluency in any supplemental language would be an asset
Availability for shifts between 8 a.m. 8 p.m. ET Monday to Friday

**_

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Toronto, London, Winnipeg.

_****Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed.

You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As