Inside Sales Associate

3 weeks ago


Hamilton, Canada Equitable Life of Canada Full time

The Opportunity : At 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. We’re looking for exciting individuals to work in partnership with our Investment Wholesaling team, by providing inside sales support to prospective Advisors, expanding our sales reach to allow our wholesalers to increase overall growth Position Title: Inside Sales Associate Reports To: Director, Distribution Strategy, Planning and Support Department: Individual Wealth Term: Permanent Full-Time Location: Southwestern Ontario Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement. What you will be doing: Conduct sales and provide support for new business for key advisors Generate leads and create new contacts and relationships Create advisor loyalty and trust via constant communication Build and promote product knowledge via webinars Respond to product related inquiries Act a point of contact for Equitable partners Create specialized and monthly status reports Occasional travel may be required What you will bring: Relevant experience in the financial industry with a solid understanding of investment products Demonstrated analytical, time-management, problem solving, negotiation and decision-making skills Proven communication skills, including active listening and the ability to communicate clearly both verbally and in writing Demonstrated presentation and training skills Enjoys working in a fast-paced environment with tight deadlines and evolving priorities Experience using Word, Excel, PowerPoint, Outlook and Teams. With the ability to learn and apply new system applications (including BMS and web portals). Bilingual in French or Mandarin and English is considered an asset Flexibility to work outside of regular business hours as required. What’s in it for you: A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day. A healthy work-life balance with employee wellness top of mind Annual bonus program, annual vacation allowance, and company-paid benefits program Generous vacation package with one volunteer day to give back to a charity of your choice Immediate enrollment in the company’s pension program with employer matching Employee resource groups that support an inclusive work environment Tuition support and specialized program assistance An onsite full-service cafeteria with a variety of daily options Discounts on company products and services, and access to exclusive employee perks As 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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