Job Description

Permanent Full Time

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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

Using a set of innovative tools and approaches, the Health and Benefits consultant will:

• 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

• As this position is posted in several locations, we specify that bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs

• 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 information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life.

Given the size and scope of our organization, we have the flexibility for this position to be located across Canada.

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The base salary for this position is between $59,800 - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. 

• Financial Security: Company-matching pension plan, share ownership program and additional investment options.

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted

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