Regional Sales Representative, Wealth

4 weeks ago

Toronto, Canada Canada Life Assurance Company Full time

**Job Description**:
We are looking for a
**_Regional Sales Representative_**

As a **_Regional Sales Representative,_** you’ll work closely with the Regional Sales Manager and sales support teams to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life.

**What you will do**
- Deliver bottom line wealth sales growth by working in collaboration with our Regional Sales Managers (Wealth) to generate sales and meet and exceed sales targets
- Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction.
- Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
- Lead generation of prescribed conversion rates and sales targets
- Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
- Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
- Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth solutions into their book of business
- Represent the wealth business as an expert consultant in matters related to; the industry, product, regulatory and advice on wealth solutions
- Provide pre and post-sales support by developing / providing sales strategies, concepts, marketing ideas and support.
- Contribute to and consider new approaches to doing business with advisors and clients

**What you will bring**
- Post-secondary education in a related field (i.e. business, marketing, psychology, university degree or diploma)
- 2-5 years’ experience in the Financial Services / Insurance industry preferred
- CSC designation preferred or in process within first few months
- Strong interpersonal / relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
- Excellent social skills and thrives in a team environment
- Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
- Great telephone etiquette with the ability to manage high call volumes
- Negotiation skills; perseverance when encountering discouraging setbacks
- Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry
- Self-starter with high energy and ability to pick up concepts quickly
- Creative marketing and problem-solving skills

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

**We are one of Canada's top 100 employers**
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- has the opportunity to_
- reach their potential._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**

LI-Hybrid

  • Regional Sales Representative

    4 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Description: - Base + Comm- We are looking for a **Regional Sales Representative** in Toronto, ON.- Permanent role - Hybrid workstyle (2 days in office - 3 days remote).Our organization is strong, and we’re getting stronger. Join our wealth inside sales team where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll...

  • Regional Sales Associate

    1 month ago

    Toronto, Canada Canada Life Full time

    Job Description We are looking for a  Regional Sales Associate. Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft. As a...

  • Wealth Sales Coordinator

    1 day ago

    Toronto, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Regional Sales Manager, Wealth Management

    4 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We’re looking for a **Regional sales manager to cover the Ontario region** with wealth business savvy and charismatic gusto to play an integral role with the Canada Life Wealth Distribution team. In this fast-paced, results-driven environment, it’s go time for you as you deliver product expertise, creative sales ideas and industry...

  • Regional Sales Representative

    4 weeks ago

    Toronto, Canada Thermal Systems Full time

    **Eastern Canada Regional Sales Representative** **Salary**: $60,000 - $70,000 per year + commission. **Benefits**:We offer a comprehensive benefits package to all employees with us for longer than 3 months, which includes: dental, vision, pharmaceuticals, extended healthcare, massage, and more. **Summary** Dec-Tec is a distributor of SBS roofing &...

  • Bilingual Regional Sales Representative

    2 weeks ago

    Toronto, Canada Adecco Full time

    Regional Sales Representative Join a dynamic team as a Bilingual Regional Sales Representative and take charge of managing our client base in the independent business (IB) sector. At the company, the team is dedicated to providing top-notch solutions that empower businesses to thrive. With a focus o

  • Regional Sales Representative

    1 month ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: Are you interested in joining a sales team at one of Canada’s leading insurance companies and top-ranked employers? The Canada Life inside sales team may be the place for you. On this team, you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet. We’re looking for top talent with a...

  • Retail Sales Advisor

    1 day ago

    Toronto, Canada Scotiabank Full time

    **Requisition ID**: 170049 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Sales Representative (Halton Region)** We are actively recruiting experienced Sales Representatives (Client Solutions Advisors) in Halton Region - no previous banking experience required! **Job Overview**: As Sales...

  • Inside Sales Representative

    1 day ago

    Toronto, Canada Scotiabank Full time

    **Requisition ID**: 170880 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Regional Sales Representative

    4 weeks ago

    Toronto, ON, Canada EightSix Network Inc Full time

    We are seeking an enthusiastic, salesperson with experience in manufacturing sales. A key member of the sales team, the Account Manager is accountable for delivering the assigned territory’s sales goals through the retention of the existing customer base, and the acquisition of new customers. He/she identifies, investigates, and develops sales growth...

  • Bilingual Regional Sales Representative

    2 weeks ago

    Toronto, Canada Adecco Full time

    Regional Sales RepresentativeJoin a dynamic team as a Bilingual Regional Sales Representative and take charge of managing our client base in the independent business (IB) sector. At the company, the team is dedicated to providing top-notch solutions that empower businesses to thrive. With a focus on customer acquisition and retention, you will play a pivotal...

  • Bilingual Regional Sales Representative

    2 weeks ago

    Toronto, Canada Adecco Full time

    Regional Sales Representative Join a dynamic team as a Bilingual Regional Sales Representative and take charge of managing our client base in the independent business (IB) sector. At the company, the team is dedicated to providing top-notch solutions that empower businesses to thrive. With a focus on customer acquisition and retention, you will play a...

  • Wealth Advisor

    2 days ago

    Toronto, Canada Alterna Full time

    **Scope of the Position** The Wealth Advisor (WA) is a multi-faceted role with the primary focus being asset acquisition and relationship management, Serving Multiple locations across the GTA. The WA will work within a set of assigned branches, providing investors with professional advice and guidance while contributing to the overall branch portfolio. As a...

  • Wealth Advisor

    1 day ago

    Toronto, Canada Alterna Full time

    **Scope of the Position** The Wealth Advisor (WA) is a multi-faceted role with the primary focus being asset acquisition and relationship management. The WA will work within a set of assigned branches, providing investors with professional advice and guidance while contributing to the overall branch portfolio. As a senior wealth representative, the WA will...

  • Inside Sales Representative

    1 day ago

    Toronto, Canada Scotiabank Full time

    **Requisition ID**: 175462 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Investment Representative

    1 month ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We are looking for an Investment Representative to join our Service Centre team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Manager, Online Trading, the Investment Representative is responsible for supporting our...

  • Regional Sales Representative

    2 days ago

    Toronto, Canada Custodia Home Management Full time

    Backed by the drive to help his mom conserve live a stress-free life at home, Geoff Whitlock set out to create Custodia. In late 2018, he did not know how impactful Custodia was going to be, but he knew exactly what it shouldn’t be; a company that desired profits more than the need to help older adults in the community. Within a few years, Custodia had...

  • Regional Sales Manager

    2 days ago

    Toronto, Canada OTT Financial Group Full time

    OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 6,000+ merchants and hundreds of thousands of individual clients across Canada, we are...

  • Associate, Business

    1 month ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** The Associate will work with the Senior Manager, Performance, Pricing, & Incentive Design. The Associate will develop business analytics focused on revenue and the levers that drive production revenue (Commissions, Pricing, Lending...

  • Bilingual Investment Representative

    1 month ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We are looking for a Bilingual Investment Representative to join our Service Centre team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Manager, Online Trading, the Bilingual Investment Representative is responsible...