Life Insurance Regional Sales Consultant

Advance life insurance sales from Calgary with virtual broker consultation, product education, and a hybrid schedule requiring two office days weekly.

As Regional Sales Consultant, you provide advanced education, case consultation, training, and onboarding on life products. Working virtually with brokers, you support the Senior Regional Sales Consultant in achieving life sales goals. Your expertise helps implement solutions while referring cases requiring face-to-face client contact.

• Provide virtual sales support and case consultation to brokers
• Facilitate basic and advanced broker training sessions
• Support life insurance needs analysis as a subject matter expert
• Lead broker onboarding and training activities
• Monitor competitor products, trends, legislation, and insurance features

• Three to five years of financial planning experience
• Life license, CFP, CLU, PFP, or industry designation
• In-depth knowledge of life products
• Proven sales record and life sales process strength
• Strong persuasion, negotiation, presentation, communication, and problem-solving skills

Use life insurance expertise, broker education, and virtual consultation to support CLIC’s regional sales objectives from Calgary.