Posted yesterday
Sr Field Consultant – Life
@ Co-operators
Overview
Co-operators (CLIC) is hiring a Senior Field Consultant for Life to support Advisors on life insurance products, practice management, tax and estate planning. The role is full-time, remote-based, with occasional travel and extended hours including evenings and weekends. Expected salary is $91,058 to $141,000 per year.
Responsibilities:
- Provide life insurance product expertise to Advisors
- Support Advisors on practice management, tax and estate planning
- Analyze cases and propose client solutions
- Serve as primary contact for Advisor queries on life products
- Collaborate with other product teams and Senior Manager, Product Expertise
Requirements summary:
- At least 6 years in the insurance industry
- Bachelor's degree in a related discipline
- CFP or CLU designation, or working toward it
- Thorough knowledge of insurance products
- Excellent verbal and written communication in English
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-11-05
- First seen by our source
- 2026-11-05
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business operations |
| Experience | 6+ years |
| Hours per week | 40 (estimated) |
| Schedule | evening, weekends |
| Travel | air: minimal · ground: minimal |
| Work setting | Home, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, CLU |
| Driver’s licence | required, own vehicle |
| Background checks | criminal record |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Performance bonus, Wellness, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Co-operators
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
All your investing and insurance needs in one place. 🍁Proudly Canadian since 1945.
Full company description
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Proudly Canadian since 1945.
- LinkedIn followers
- 71,299
- People associated on LinkedIn
- 7,905
- Reported office locations
- 101 Cooper Dr, Guelph, Ontario N1C 0A4, CA
- 1920 College Avenue, Regina, SK, CA
- 6700 Macleod Trail SE, Calgary, AB, CA
- 151 North Service Road, Burlington, ON L7R 4C2, CA
- 2000, McGill College, bureau 810, Montréal, Québec H3A 3H3, CA
- Business categories
- Education
- EdTech
- Insurance
- E-Learning
- Other recorded names
- Co-operators
- Specialties
- Home
- Auto
- Life
- Investments
- Group
- Business
- Farm
- Travel
- Commercial
- and Wealth
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | Guelph, Ontario |
| Organization type | Privately Held |
| Specialties | HomeAutoLifeInvestmentsGroupBusinessFarmTravelCommercialand Wealth |
| Open jobs on Jobsy | 188 |
| View page |
Company: CLIC
Department: Product Consultant & Enablement
Employment Type: Regular Full-Time
Work Model: Remote-Based
Language: English is required, French is an asset.
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
The Sr Field Consultant - Life is responsible for providing subject matter expertise, support, and guidance to Advisors on practice management, tax and estate planning on insurance products. This role focuses on building Advisor understanding of product features, benefits, and applications, while also acting as a support mechanism, providing timely and accurate responses to their queries. The Sr. Field Consultant - Life will work closely with the Senior Manager, Product Expertise, to align product expertise strategies with overall business goals and contribute to the success of the organization. This role requires strong product knowledge, communication skills, and problem-solving abilities to deliver exceptional support to Co-operators Life Insurance Company (CLIC) and Co-operators Financial Investment Services Inc. (CFIS) advisors.
How you will create impact:
- Provide subject matter expertise on life insurance products to Advisors, helping them understand product features, benefits, and applications.
- Proactively supporting Advisors in honing their business by providing insights and guidance on life solutions strategies, insurance processes, marketing, transitions, and network partnerships.
- Collaborate with Advisors to integrate life products into their sales plans to achieve their goals by providing detailed case analysis and well thought-out solutions that meet client objectives.
- Act as a primary point of contact for Advisor queries related to life products, ensuring timely and accurate responses.
- Collaborate with other product expertise teams to ensure a cohesive approach to product support.
- Work closely with the Senior Manager, Product Expertise to align life expertise strategies with overall business goals. Identify opportunities to optimize processes and practices related to product.
- Stay informed about industry trends and best practices to ensure that insurance product support remains competitive and effective.
To join our team:
- You have at least 6 years of experience working in the insurance industry.
- You have a bachelor’s degree in a related discipline.
- CFP/CLU designation or working towards it.
- Thorough knowledge of insurance products, including features, benefits, and applications.
- Understanding of the insurance industry and the specific needs and challenges faced by Advisors.
How you will succeed:
- Excellent verbal and written communication skills to effectively convey product information and support Advisors.
- Strong problem-solving and decision-making skills to address Advisor queries and support business planning.
- Ability to align product expertise strategies with overall business goals and contribute to the success of the organization.
- Customer-centric mindset that prioritizes the needs and experiences of Advisors, ensuring that product support services are aligned with delivering exceptional service.
- Ability to build and maintain strong relationships with Advisors, senior leadership, and cross-functional teams.
- Ability to foster a positive and collaborative environment.
What you need to know:
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
- You will travel occasionally.
- You are required to have a valid driver’s license and insurance.
- This role involves direct contact with clients and/or service providers in their environment.
- Extended work hours, including evenings and weekends, will be required.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
Expected salary range $91,058.00 - $141,000.00.
The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.
Journal
Only you can see this. Kept on this device, and in your account when you sign in.