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Inside Sales Representative

3 months ago

Toronto, Ontario, Canada Canada Protection Plan Full time

Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry? Canada Protection Plan, a Foresters Financial company operating in the Canadian marketplace, markets and sells life insurance and related products, many with simplified underwriting processes requiring no medical exams.


Would you like to make a difference with the customers we serve? A career at Canada Protection Plan, the Canada Division of Foresters Financial, is full of potential.

We are driven to excel, and our employees reflect this passion. Our company values include shared collaboration, career development and a friendly and open work environment.


Our strength is a culture characterized by doing work that makes a positive impact in the communities where we live.

We connect with our employees in significant and meaningful ways for work that matters.

Job Summary:


The Inside wholesaler is responsible for helping coordinate and execute distribution channel events, proactively working with both existing and new prospects to promote the Canada Protection Plan and Foresters Financial product and system offering.

They work closely, and in direct support of the Regional Vice Presidents (RVP).

Accountabilities will include:

  • Collaborate with the RVP through dedicated telephone activity, to support and enhance the sales efforts and the development of longterm relationships with financial advisors
  • Work in partnerships with the RVP to develop a territory business plan
  • Use their indepth knowledge of life insurance products and concepts, along with their interpersonal skills to increase sales and build longterm relationships
  • Actively generate and develop new business relationships through prospecting calls
  • Support the RVP by promptly following up on meetings and events
  • Populate the CRM system with all the information retrieved during phone calls and meetings
  • Assist RVP in the segmentation of the client database
  • Actively share sales ideas with colleagues and support team initiatives
  • Be involved in special projects as needed
  • Other duties as required

Knowledge/Experience/Skills:

  • Bachelor's degree in a field such as Commerce, Finance, Business Administration, Economics
  • Fluent in Mandarin
  • LLQP an asset
  • Coldcalling background is a significant asset
  • Excellent communication and presentation skills
  • Proactive and selfmotivated
  • A minimum 2 years' experience in inside sales
  • Varied work schedule including evenings and weekends is required


At Canada Protection Plan and Foresters Financial, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.

We are dedicated to building a diverse workforce and we are an equal opportunity employer.

INDCPP