Financial Development Specialist

3 weeks ago


Toronto, Ontario, Canada CIE_101 Beneva Inc. Full time

Job Summary

CIE_101 Beneva Inc. is seeking a highly skilled Financial Development Specialist to join their team in Ottawa. This role plays a crucial part in building awareness, brand, and sales for the company by developing strong business relationships with advisors.

About the Role

The ideal candidate will have a degree or diploma in Business Administration or other relevant field, along with minimum five years of experience in financial product sales to independent advisors. They should hold either an Advisor License or an Insurers Representative license and possess strong knowledge of the Life Insurance industry and products.

Key Responsibilities

  • Develop and maintain expert knowledge of Beneva's product position in the marketplace.
  • Plan, organize, and implement a territory-specific sales strategy to acquire new advisor relationships, build on existing ones, and maintain key relationships.
  • Work closely with advisors on case consultation, including case development, competitive review, material support, and client presentation.
  • Update and report on current relationships and business-building activity through established CRM and sales management processes.
  • Promote Beneva's image and quality of products, services, and procedures at presentations and events.

Requirements

  • Minimum of 5 years of experience in financial product sales to independent advisors.
  • Hold either an Advisor License or an Insurers Representative license.
  • Strong knowledge of the Life Insurance industry and products.
  • Able to work from home/road in a virtual office environment.
  • Ability to travel 50% of the time within the given territory.

What We Offer

CIE_101 Beneva Inc. offers a competitive salary, estimated to be around $120,000 - $180,000 per year, depending on experience. Additionally, they provide a dynamic and challenging work environment, opportunities for professional growth and development, and a comprehensive benefits package.



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