Regional Sales Representative
1 week ago
We are seeking a highly motivated and results-driven Regional Sales Representative to join our team at The Canada Life Assurance Company. As an Inside Wholesaler, you will play a key role in driving advisor business forward by working closely with our Regional Sales Managers and the sales support team.
Key Responsibilities:
- Deliver bottom-line wealth sales growth by collaborating with our Regional Sales Managers to generate sales and meet/exceed sales targets
- Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually, and through limited face-to-face interaction
- Utilize Salesforce to track calls, 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, including goals, targets, expectations, and needs
- 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 wealth industry, product, regulatory, and advice on private wealth solutions
- Provide pre- and post-sales support by developing and providing sales strategies, concepts, marketing ideas, and support
Requirements:
- 2+ years' experience in the financial services/investment industry preferred
- Industry-specific designations such as CSC or IFIC are an asset
- 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 thrive 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
- Post-secondary education in a related field (i.e., Business School or College degree or diploma)
About Us:
The Canada Life Assurance Company is 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 committed to removing barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.
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