Senior Sales Specialist; Life Insurance and Mutual Funds

Position: Senior Sales Specialist (Life Insurance and Mutual Funds)
Job Details Posting Details

• • Posted on November 4, 2026

Locations

Showing 1 location Mississauga, ON, CAN+1 more locations

• Hybrid
• Sales
• Full-Time
• Requisition #: SENIO
  006154

Description

Company: CLIC
Department:
Group Markets Distribution

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 Sr. Sales specialistisa multi-facetedfocusedon selling life insuranceproductsandserviceswhile supporting the sales team. This position acts as the first point of contact for escalated client issues, ensuring efficient and responsive service to enhance the overall client experience and increasesalesnumbers. Additionally, the role involves meeting individual sales targets, there is an expectation of higher performance levels than of aSales specialist. In addition, the role may provide support to group pension members through client education, retirement-related inquires, and referral opportunities, while maintaining a primary focus on life insurance sales and sales support.

How

you will create impact:

• Generating new business by consulting with potential inbound clients to provide insurance planning services, including assessing their insurance and pension related inquires.
• Develop,document,and implement standard procedures forall aspects of sales process and/or province, communicate changes to the team.
• Develop and implement sales strategies, decide on approaches to prospecting, lead generation and sales pitches to maximize conversion.
• Effectively evaluate theclientneeds by conducting a needs analysis, provideatailored insurance proposal and recommendations based on client’s unique needs and financial situations. Makedecisionon the types of policies to offer, premium options and coverage amounts.
• Participate in up-sell/cross-sell referrals program for individual life insurance clients to strengthen relationships, support retention efforts, and identify additional products or services aligned with clients’ evolving needs. Continuous learning on industry trends,products,and sales techniques
• Build and nurture clientrelationshipswith minimal supervision. Make decisions on how toengage with clients, handle their concerns, and provide exceptional sales service.

To join our team:

• You have 6-9 years of experience in the individual life insurance industry.
• You have a LLQP license.
• A license in IFIC or CSC would be considered an asset
• You have strong communication skills to multitask and manage numerous priorities in a fast-paced environment.
• You have a strong sales mindset with expert knowledge of individual life products, pricing, contract, guidelines, standards, system capabilities, administrative practices and service offering.
• You have working knowledge of life insurance product/services, pension regulations and market trends.

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…