Health & Wealth Consultant
Job Description
Description
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 Wealth Consultants help plan members understand the products and solutions available to them. We provide Life, Health and wealth 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 wealth consultant will:
- Consult + Guide:
- Engage with customers in a variety of mediums including inbound conversations, booked virtual meetings (phone or video), and on-site visits to some of our most strategic clients.
- Obtain knowledge of the plan member’s financial objectives and deliver personalized consultations detailing solutions best suited to the retirement and health planning needs of Canada Life customers.
- Provide financial wellness guidance, Life and Health and retirement solutions during all phases of a plan member’s life and uses innovative tools to offer appropriate solutions.
- Provide guidance, advice, professional
Company
TechAlliance of Southwestern Ontario, London Economic Development Corporation
Location
Toronto
Country
Canada
Salary
100.000
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