Regional Sales Associate

1 week ago

Toronto, Ontario, Canada Canada Life Full time
Job Description

We are seeking a highly motivated and organized Regional Sales Associate to join our Wealth Management team. As a key member of our Inside Sales team, you will play a critical role in supporting our sales team by providing activity management and case support.

Key Responsibilities:
  • Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
  • Manage activity for the territory, ensuring timely follow-up and coordination
  • Clear the path and support on wholesale opportunities by sorting, prioritizing, and responding to incoming advisor inquiries
  • Report on Salesforce opportunities, segmentation, and activity management, as well as sales results in COGNOS reporting
  • Prepare for special events and campaigns, and 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 CRM database, Salesforce
  • Provide general administrative support and participate in sales conferences and meetings
Requirements:
  • Growth-oriented, self-starter with problem-solving skills and a passion for wealth management/investing
  • Completed post-secondary education, Commerce (or related) degree
  • Completing, completed, or strongly motivated to complete CSC/IFIC certification
  • Experience in sales or hospitality industries, or any experience requiring strong communication skills and client-facing interaction
  • Focused on building strong, collaborative relationships and possessing strong organizational skills, ability to prioritize, and meet deadlines
  • Goal-oriented and passionate about learning various sales processes to drive sales results
About Canada Life

At Canada Life, we value diversity, equity, and inclusion. We are committed to creating 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 we serve.

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.

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