Job Description & How to Apply Below
CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
About Us
CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
Who We Are
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Work-life harmony with access to an award-winning holistic wellness program,
Continuous learning through our robust corporate curriculum and education reimbursement program,
Incredible rewards, travel incentives, and product and service discounts,
Pay-for-performance and best-in-class recognition programs, and
Competitive benefits that include a defined contribution plan, personal spending account, and so much more
Join our growing team where everyone belongs!
Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.
Position Details
What You Will Do
Reporting to the AVP, the Director
- Advisory is responsible for leading the advisory sales function and driving sales conversion across life, health, and estate-related opportunities.
Lead advisory sales performance and conversion results
Coach and develop sales and intake teams
Manage KPIs, pipeline activity, and reporting
Improve lead qualification, routing, and follow-up processes
Support complex client opportunities and escalations
Work closely with operations and marketing teams
Drive accountability, professionalism, and client experience
Who You Are
5–10 years of leadership experience in sales, financial services, insurance, banking, or related industries
Experience managing teams and performance metrics
Strong coaching, communication, and leadership skills
What's In It For You
Competitive Total Compensation And Benefits Package
Annual shared success program based on performance
Annual merit increases based on performance
DC Pension Plan with a matching contribution component
Complimentary CAA Membership
Please note that we may use AI tools to help us through the recruitment process.
Our Commitment
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs
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