Canada Life is looking for an Advanced Case Consultant to deliver deep product expertise and advanced sales strategies in the life insurance market. You will showcase our robust, dependable solutions to advisors and support sophisticated financial planning. Our company, trusted by 1 in 3 Canadians, is united by a shared purpose to improve the financial, physical, and mental well-being of our communities.
What You'll Do
- Support advisors, wholesalers, and high-net-worth clients with advanced life insurance planning.
- Drive new business by providing insight into life insurance opportunities and product design for business owners, professionals, and affluent clients.
- Model complex strategies involving permanent life insurance, corporate planning, estate & retirement solutions, and business-owner scenarios.
- Provide technical case analysis and create high-quality advisor and client materials.
- Simplify complex recommendations and concepts for a variety of audiences.
What We're Looking For
- 7+ years of experience in the financial or insurance services industry, ideally in large and complex life insurance product design.
- Strong expertise in Par and UL product mechanics.
- Strong knowledge of CDA planning, estate freezes, buy-sell structures, leveraging strategies, and charitable giving.
- Strong leadership, sales, and relationship-building skills.
- Superior knowledge of life insurance products, sales strategies, the financial services industry, and the marketplace.
- Advanced understanding of tax principles related to life insurance solutions.
- Ability to work independently and in a team environment.
- Post-secondary education, preferably in finance, accounting, or taxation; or equivalent work experience.
- Ability to travel throughout an assigned region using your own means of transportation.
Nice to Have
- Proficiency with insurer illustration software.
- Hold valid financial services designations, such as CFP or CLU.
Benefits & Compensation
- Compensation: $134,130 - $184,130 annually (base salary only).
- Career Development: Opportunities for advancement, industry-leading learning programs, and up to $2,000 annually for education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit.
- Time Off: Regular vacation and personal days, plus a volunteer day to support community involvement.
- Financial Security: Company-matching pension plan, share ownership program, and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, and discounts.
- Community Emphasis: A connected workplace with Employee Resource Groups (ERGs), mentorship programs, social clubs, and events.
Canada Life is an equal opportunity employer.
