Insurance Sales Director

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.

The Opportunity

At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect.

The Director, Insurance Sales, WFG is a critical sales role within our Individual Life and Health Insurance division. In this role you will be responsible for business development and account management exclusively of WFG channel of advisors. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable.

Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

Position Details

- Position Title: Director, Insurance Sales, WFG

- Reports To: Regional Vice President, Individual Sales

- Department: Individual Sales

- Term: Permanent Full-Time

- Location: Alberta

- Work Arrangements: Work from home 100% of the time. May be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as-needed basis. Sales related roles may need to travel based on the assignment.

What you will be doing

- Develop and maintain strong virtual relationships with insurance-focused advisors.

- Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI).

- Build relationships with producers through 1 on 1 meetings, seminars and case consultation.

- Deliver presentations to small and large groups of Advisors and distributors.

What you will bring

- Post-secondary education and/or applicable professional designation (e.g., CFP, CLU, CHFC, TEP).

- Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment.

- Previous sales and sales management experience required.

- Valid driver’s license and well-maintained vehicle required.

- Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel.

- Superior time management and organizational skills.

- Highly developed interpersonal, analytical and presentation (written and oral) skills.

- Ability to travel, approximately % of the role, including internationally.

- Ability to work varying hours, including evenings and weekends.

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 high-performance and rewarding culture and experience.

- Annual vacation allowance, and company-paid benefits program.

- Car allowance and work travel expense program.

- Immediate enrollment into the company’s pension program with employer matching.

- Discounts on company products and service and access to exclusive employee perks.

- Regular EQ Together events focused on company togetherness and collaboration.

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.

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