Regional Investment Sales Manager

2 weeks ago

Halifax, Canada Equitable Life of Canada Full time

At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.

**Position Title**: Regional Investment Sales Manager

**Reports To**: Investment Sales Vice President, MGA

**Department**: Savings & Retirement (S&R)

**Term**: Permanent Full-Time

**Location**: Atlantic Canada

**The Opportunity**: The Regional Investment Sales Manager 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 Atlantic Provinces. This will include providing sales, product, and marketing expertise to select advisors in the territory to drive sales of Equitable Life’s Segregated Fund and Annuity products.

**What you will be doing**:

- Manage relationships with MGAs and Advisors in the Atlantic Canada territory
- Achieving sales targets for Segregated Funds and Annuity products
- Introduce new Advisors to Equitable Life'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 funds 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

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- 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
- A company subsidized cafeteria with a variety of daily options
- Discounts on company products and services, 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 Life, we encourage you to explore our organization.

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