Regional Sales Associate

2 weeks ago


North York, Canada THE EMPIRE LIFE INS. CO Full time

**Regional Sales Associate**

**Why you’ll love this role**:

- The Regional Sales Associate collaborates with the Distribution team members to execute on their respective territory business plan to maximize territory coverage and achieve sales targets by proactively prospecting untapped and dormant opportunities and building upon existing relationships.
- ** **The incumbent is guided by defined goals and objectives and works under the general supervision of the Director, Inside Sales.**What you’ll be working on**:
- Conduct outbound calls to assigned Distribution Partners to uncover needs and promote features and benefits of Empire Life’s Retail products
- Identify and build new relationships by proactively prospecting untapped and dormant opportunities for assigned segment of Distribution Partners
- Drive sales and retention in the insurance and investment markets to ensure defined sales targets are achieved
- Manage and grow existing relationships, to promote the sale and retention of Empire Life’s Retail products
- Make daily outbound calls to uncover needs, promote features and benefits of Empire Life’s relevant products, adhering to Empire Life’s prescribed sales process for Retail Distribution
- Manage case development, liaising with internal partners to ensure product mix meets customer requirements
- Leverage cross-channel sales opportunities by proactively referring business to appropriate channel
- Support designated sales team members in achievement of sales targets and business plan execution
- Maximize territory coverage by proactively making outbound calls, and responding to inbound calls, to initiate business opportunities and leverage expertise of the organization
- Assist with offsite support and presentations and attend industry events, as required
- Contribute to the development of the annual business plan for assigned segment of distribution partners, in collaboration with sales team and management team
- Execute business plan for assigned segment of Distribution Partners, monitor activity and reassess regularly, in collaboration with sales team and management team
- Gather market intelligence and share internally as appropriate
- Provide feedback to management on junior team members performance as well as specific input to performance reviews and development plans
- Build relationships within Empire Life in order to leverage organization in servicing Distribution Partners
- Make outbound calls to, and ensure appropriate follow-up communication occurs with, assigned segment of Distribution Partners to educate on business strategies, sales concepts, revenue generating ideas and Empire Life’s investment products and their benefits and features
- Provide support of proprietary software to Distribution Partners and MGA administrators by telephone
- Identify and report potential compliance risk issues that may become apparent through regular contact with Distribution Partners and Financial Advisors
- Attend industry events, representing and promoting the Empire Life brand; uphold the Empire Life brand within the community at large
- Enter updates and notes for Distribution Partner data and communication in the CRM tool to capture activity and leverage on previous sales contact within targeted audience
- Build and maintain knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance
- **What you’ll need to have**:

- 3+ years of sales, marketing or client relations experience in the financial services industry- Proficiency with MS Office (Excel, Word, Outlook).
- Direct sales experience in financial services, an asset
- Experience in the insurance advisor channel, an asset
- Solid understanding of insurance related products
- Solid understanding Canadian financial markets
- Undergraduate degree required; business major, an asset
- LLQP and insurance related courses, an asset
- Well-developed communication skills, both verbally and in writing
- Ability to prioritize and balance multiple tasks or projects
- Well-developed customer relations skills
- Well-developed decision making skills
- Strong attention to detail and accuracy
- Ability to coach and mentor team members
- **Working Conditions**:
Office environment- Prolonged periods of sitting while using a computer and/or telephone
- May be required to travel to Distribution Partner events
- Some work required outside of traditional business hours
- **Beyond the salary**:

- For regular full-time positions, Empire Life offers a competitive salary and comprehensive benefits package including:- Benefits plan
- Pension plan
- Social club
- Learning & development
- Current career opportunities
- Career choices
- **Get to know us**:

- We’re one of the top 10 life insurance companies in Canada and offer an environment that encourages the pursuit of personal and professional success. At the heart of tha


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