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Job Description & How to Apply Below
Location: LaSalle
Permanent Full Time. Freedom Experience is about building trust through every interaction we have with our plan members and represents a shift in our organization’s mindset. Proactively identifying, understanding and delivering on the products and experiences to meet the needs of our plan members using new tools, new processes, and data. This is a new role to execute on the vision of a member focused solutions centre, leading project and business resources to execute on our strategy.
Our team of Health and Benefits Consultants help plan members understand the products and solutions available to them. We provide Life and Health solutions, along with other services to help customers realize their financial and life goals.
What You Will Do
Consult + Guide:
Engage with customers in a variety of mediums including inbound conversations, booked virtual meetings (phone or video)
Obtain knowledge of the plan member’s objectives and deliver personalized consultations detailing solutions best suited to the health planning needs of Canada Life customers
Provide guidance, advice and professional account management to enhance a plan member’s wellbeing
Leverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next steps
Maintain and be accountable for keeping your provincial licenses in good standing, ensuring you meeting all training, licensing and supervision requirements on an ongoing basis
Provide best-in-class guidance to our customers:
Engage the customer in website & application enrollment and navigation, claims submissions and website functionality, benefits review including coverage details, Freedom to Choose Insurance and individual health products; resolve issues and identify strategies and options to achieve goals
Identify products and solutions that meet customers’ needs and record engagement with each plan member using internal systems and tools
Answer and respond appropriately to operational and procedural inquiries from plan members via inbound/outbound calls
Identify and close sales opportunities
Provide education and advice on planning and other relevant topics
Be a team player:
Participate in regular reviews, lessons learned and other retrospectives to ensure personalized approaches continue to meet plan member needs and expectations
Provide consistent feedback to leadership on opportunities for learning, working closely with our compliance partners to ensure provincial requirements are adhered to
Other duties as assigned which may involve some or all the following: team meetings, product seminars and training sessions, participation in special initiatives, compliance meetings to help align our processes with all federal and provincial requirements as they pertain to insurance regulations etc
What You Will Bring
Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
2+ years of sales experience
Valid life insurance license (LLQP) or willingness to work towards obtaining within three months of hire
Deep product knowledge of the Life and Health and personalized products and services to present solutions with confidence that meet member needs
Working towards or completion of relevant certificate, diploma or designation programs such as Certified Employee Benefits Specialist (CEBS) and/or Certified Health Specialist (CHS)
Positive, customer-oriented attitude
Passion for advice and solutions
Post-secondary degree or equivalent work experience
Superior communications skills
Proven ability to sustain and flourish in an ambiguous or unchartered area; must be comfortable with uncertainty and constant change
Excellent organization, prioritization and planning skills required
Availability for shifts between 8 a.m. – 8 p.m. ET Monday to Friday
A Criminal Record and Credit background check is mandatory as a condition of employment
Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B…
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