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Partner Success Representative

3 months ago

Langley, Canada Optiom Full time

Work with Us


Optiom helps Canadians worry less about their financial position and lifestyle when it comes to the benefits provided by traditional auto insurance.

We take a customer-centric approach and provide greater value to Canadian drivers through our total loss vehicle replacement products and additional benefits.

Optiom provides products in BC, Alberta, Saskatchewan, Manitoba, Ontario, and Nova Scotia. As a cover holder at Lloyd's, this allows us to deliver on our commitment with both speed and simplicity.

Job Title
Partner Success Representative

What is the opportunity?

What will you do?

  • Travelling the Lower Mainland and Greater Vancouver area via car for regular visits & meetings with existing B2B partners promoting Optiom's products.
  • Engage existing partners to sell Optiom's products effectively & confidently to the frontend consumer.
  • Coaching and developing sales.
  • Set goals & develop plans for business/revenue growth across Canada.
  • Research, plan & implement strategic initiatives (as directed by the BC Partner Success Manager)
  • Support the development of product training presentations & LMS modules for existing B2B partners.
  • Provide feedback from market on product interest or concern.
  • Analyze sales reports.
  • Maintain efficient records of all marketing activity via our CRM.
  • Attend regular industry events & conferences.
  • Conduct regular visits & meetings (inperson or virtually).
  • Set goals & develop plans for national business/revenue growth with current partners.
  • Help generate confidence amongst partners to sell product.
  • Create excitement through sales contests & events.
  • Conduct regular product knowledge & sales training to existing partners.
  • Analyze training reports & adjust strategies accordingly.
  • Implement new product changes seamless within Optiom's large partner network.

What do you need to succeed?

  • Must possess and maintain a current and valid driver's license with a clean driving record.
  • General Level 1 or 2 Insurance License or willing to obtain Level 2 years of proven working experience as a business development or relevant role.
  • Proficiency in MS Office & CRM Software.
  • Previous customer service, sales, insurance, or vehicle sales industry experience an asset.
  • Market knowledge.
  • Excellent verbal & written communication/negotiation skills.
  • Strategic & creative mindset.
  • Ability to build rapport.
  • Time management & planning skills.
  • Selfstarter, entrepreneurial & handson approach.

Job Summary

City:

Langley, BC

Work hours/week:

37.5 hours

Employment Type:

Permanent - Full Time

Department:

BC Business Development & Marketing

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment
At Optiom, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their authentic selves to work.


Environment:
Hybrid model - 3 days in-office & 2 days remote per week.

Travel:30-50% annually, by air and/or by land.