Sales Strategies Consultant

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• Develop practical, innovative individual insurance sales strategies that respond to clients’ changing and diverse needs, are easy for the field to use and support business objectives.
• Analyze product, market, competitive and field insights to identify sales opportunities and translate them into practical, actionable individual insurance sales strategies.
• Translate complex insurance products and technical concepts into clear, practical sales strategies, presentations and materials that wholesalers, distribution partners and advisors can confidently understand and use.
• Facilitate field discussions and focus groups to gather feedback on sales tactics and planned initiatives, ensuring strategies and materials are informed by field needs.
• Collaborate with field and head office partners to develop advisor-facing materials and implementation plans for sales initiatives.
• Coordinate assigned insurance sales strategy projects and work streams from development through implementation, escalating decisions and risks to the manager as needed.
• Build strong partnerships across distribution and internal teams to understand needs, identify opportunities, coordinate work and develop sales strategies that are relevant and practical for the field.

• Three to five years of experience in financial services, insurance, sales strategy, marketing or a related field; experience supporting an insurance distribution channel is an asset.
• Strong knowledge of individual insurance, including product mechanics, client needs, sales positioning, participating and non-participating life insurance, living benefits and the competitive landscape.
• A un iversity degree or an equivalent combination of education and relevant experience is preferred; an insurance, financial planning designation is an asset.
• Strong strategic and analytical thinking, with the ability to synthesize product, market, competitive and field insights and translate them into actionable sales opportunities and strategies.
• Excellent written, verbal and presentation skills, with the ability to simplify complex information and communicate it in a clear, engaging and practical way.
• A self-start er who can work independently, manage changing priorities, adapt quickly, seek guidance when needed and consistently deliver on commitments.
• Demonstrated ability to collaborate effectively, build productive partnerships and contribute positively to shared outcomes.
• Creative and innovative thinker who identifies new and practical ways to address sales opportunities and business needs.
• Proficiency with Microsoft Office, AI and other digital tools used to support research, analysis, content development and sales strategy development.
• As this position is posted in several locations, we specify that bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.

We’reunited by a shared purpose: to improve the financial,physical and mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communities and each other.

Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

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