Inside Sales Associate

3 weeks ago


Hamilton, Canada Equitable Full time

PositionInside Sales Associate – EquitableAt Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact for our clients, our communities, and each other.OpportunityWe’re looking for excited individuals to work in partnership with our Investment Wholesaling team, providing inside sales support to prospective Advisors and expanding our sales reach to allow our wholesalers to increase overall growth. This is a hybrid role based in Southwestern Ontario, with minimum on‑site days in our Waterloo office.ResponsibilitiesConduct sales and provide support for new business for key advisorsGenerate leads and create new contacts and relationshipsCreate advisor loyalty and trust via constant communicationBuild and promote product knowledge via webinarsRespond to product related inquiriesAct as a point of contact for Equitable partnersCreate specialized and monthly status reportsOccasional travel may be requiredQualificationsRelevant experience in the financial industry with a solid understanding of investment productsDemonstrated analytical, time‑management, problem solving, negotiation and decision‑making skillsProven communication skills, including active listening and the ability to communicate clearly both verbally and in writingDemonstrated presentation and training skillsEnjoys working in a fast‑paced environment with tight deadlines and evolving prioritiesExperience using Word, Excel, PowerPoint, Outlook and Teams; ability to learn and apply new system applications (including BMS and web portals)Bilingual in French or Mandarin and English is an assetFlexibility to work outside of regular business hours as requiredBenefitsA workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every dayA healthy work‑life balance with employee wellness top of mindAnnual bonus program, annual vacation allowance, and company‑paid benefits programGenerous vacation package with one volunteer day to give back to a charity of your choiceImmediate enrollment in the company’s pension program with employer matchingEmployee resource groups that support an inclusive work environmentTuition support and specialized program assistanceAn onsite full‑service cafeteria with a variety of daily optionsDiscounts on company products and services, and access to exclusive employee perksAs part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.This position is available due to an existing vacancy.We’re dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca. #J-18808-Ljbffr



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