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Director, Investment Sales
4 months ago
Position Title: Director, Investment Sales
Reports To:Vice President National Investment Sales
Department:Savings and Retirement (S&R)
Term:Permanent Full-Time
Location:Southwestern Ontario
Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
The Opportunity : The Director, Investment Sales is a critical sales role within our Savings & Retirement division. In this role you will be responsible for business development and account management of key MGA, AGA and Advisor relationships in the GTA Area. This will include providing sales, product and marketing expertise to select advisors in the territory in order to drive sales of Equitable's Segregated Fund and Annuity products.
What you will be doing:
- Manage relationships, MGAs and Advisors in the GTA territory
- Achieve sales targets for Segregated Funds and Annuity products
- Introduce new Advisors to Equitable's investment products
- Build relationships with producers through seminars, case consultation and joint fieldwork
- Deliver presentations to small and large groups of Advisors
- Provide product and marketing concept training to Advisors
- Travel throughout the territory to meet clients and foster relationships
What you will bring:
- 5 years of financial industry experience, preferably with experience in marketing to Independent Advisors in a segregated or mutual fund environment
- Strong previous results in sales and sales management are required
- CFP, CLU, CHFC, TEP, designation preferred
- Highly developed interpersonal, analytical and presentation (written & oral) skills
- University or College degree in business would be an asset
- Drivers license in good standing and access to a reliable vehicle
What's in it for you:
- A high-performance and rewarding culture and experience
- Annual vacation allowance, and company-paid benefits program
- Car allowance and work travel expense program
- Immediate enrollment into the company's pension program with employer matching
- Discounts on company products and service and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration
As part of the recruitment/offer process you will be required to:
- Provide two professional references (minimum one supervisor and above)
To learn more about Equitable, we encourage you to explore our organization.
At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
- Job Family Individual Contributor
- Pay Type Salary
