Product Consultant and Wealth

Position: Product Consultant for Life and Wealth
Become a Product Consultant specializing in life and wealth at CLIC with a hybrid work model. Drive Advisor success through your product expertise and tailored support.

In this vital role within the Advisor Enablement department, your 3-5 years of experience will enhance Advisor interactions with life insurance and wealth management products. You will provide insights on product features, collaborate to create business strategies, and identify performance improvements through metrics analysis. Training opportunities will also be part of your responsibilities, ensuring Advisors are well-prepared to meet their goals.

Key Responsibilities:

• Deliver life and wealth product expertise to Advisors

• Assist Advisors in developing integrated business strategies

• Analyze and improve Advisor performance metrics

• Develop and deliver effective training programs

• Work with departments to strengthen product messaging

Requirements:

• 3-5 years' relevant insurance industry experience

• Proven verbal and written communication skills

• Thorough understanding of financial services products

• Ability to create training documentation

• Focus on delivering exceptional Advisor experiences

Utilize your expertise to effectively support Advisors at CLIC, ensuring their success in the financial sector.
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