Regional Sales Associate

4 weeks ago

Toronto, Ontario, Canada Canada Life Full time

Job Title: Regional Sales Associate

About the Role:

We are seeking a highly motivated and organized Regional Sales Associate to join our team. As a Regional Sales Associate, you will play a key role in supporting the sales team by providing activity management and case support to ensure the right follow-up and coordination through the sales process are met.

Key Responsibilities:

  • Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
  • Manage activity for the territory
  • Clear the path and support on wholesale opportunities by sorting, prioritizing, and responding to incoming advisor inquiries and follow-up with key contacts to maintain advisor confidence in the sales process
  • Report on Salesforce opportunities, segmentation, and activity management and in COGNOS reporting on sales results
  • Prepare for special events and campaigns
  • Implement operational and sales support tactics
  • Facilitate weekly team meetings with a prepared agenda to elicit collaboration and efficiency within the territory
  • Ensure data integrity by inputting and maintaining advisor-related information in the CRM database, Salesforce, as changes are required
  • Provide general administrative support
  • Participate and attend sales conferences and meetings

Requirements:

  • Growth-oriented, self-starters, problem solvers, active listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people
  • Completed post-secondary education, Commerce (or related) degree
  • Completing, completed, or strongly motivated to complete the CSC/IFIC certification
  • Experience in sales or hospitality industries, or any experience that requires strong communication skills and is client-facing
  • Focused on and interested in building strong, collaborative relationships
  • Strong organizational skills, ability to prioritize, and meet deadlines
  • Goal-oriented and passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results

About Canada Life:

Canada Life is a strong and successful company that's trusted by millions of Canadians to do the right thing. We serve 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 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.

We are an equal opportunities employer and welcome applications from diverse candidates. If you require accommodation during the application process, please contact us.

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