Product Consultant Job Calgary area,Alberta Canada,Business

Company: CLIC
Department:
Advisor Enablement

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 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.

The Product Consultant (life, wealth) is responsible for providing subject matter expertise, support, and guidance to Advisors on products (life and wealth). This role focuses on helping Advisors understand product features, benefits, and applications, and providing timely and accurate responses to their queries. The Product Consultant will work closely with the Sr. Product Consultants, Life and Wealth, 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 Advisors.

How you will create impact:

Provide subject matter expertise on products (life and wealth) to Advisors, helping them understand product features, benefits, and applications.

Collaborate with Advisors to integrate products and develop business plans that leverage (life and wealth) products to achieve their goals.

Proactively supporting Advisors in honing their business by providing insights and guidance on product (life and wealth) strategies.

Monitor and analyze Advisor performance metrics to identify areas for improvement and provide targeted support.

Work closely with the Sr. Product Consultants to align product expertise strategies with overall business goals.

Coordinate with other departments, such as Marketing and Sales, to ensure consistent messaging and support for products

Support the development of training programs to enhance Advisor knowledge and proficiency for life insurance and wealth management

Identify opportunities to optimize processes and practices related to financial products

To join our team:

3-5 years of experience in the insurance industry

Excellent verbal and written communication skills to effectively convey product information and support Advisors.

Ability to develop and deliver training programs and materials.

Thorough knowledge of financial services products (life insurance, mutual funds, segregated funds), including features, benefits, and applications.

Familiarity with business planning and management strategies to support Advisor success.

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.

How you will succeed:

You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.

You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.

You have strong communication skills to clearly convey messages and explore diverse points of view.

You build trusting relationships and provide guidance to support the development of colleagues.

What you need to know:

Some limited, occasional travel may be required

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…