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Insurance and Investment Sales Expert

1 week ago

Edmonton, Alberta, Canada Empire Life Full time

About the Opportunity:

As an Insurance and Investment Sales Expert at Empire Life, you will have the opportunity to work with a dynamic team to drive sales growth, build strong relationships with our distribution partners, and identify new business opportunities.

Key Responsibilities:

  • Maximize territory coverage by proactively conducting outbound calls to assigned distribution partners to uncover needs and promote Empire Life's retail products
  • Identify and report potential compliance risk issues that may become apparent through regular contact with distribution partners and financial advisors
  • Enter updates and notes for distribution partner data and communication in the CRM tool to capture activity and leverage on previous sales contact within targeted audience
  • Participate in training and development programs to stay up-to-date with the latest industry trends and developments

Requirements:

  • 3+ years of sales, marketing, or client relations experience in the financial services industry
  • Proficiency with MS Office (Excel, Word, Outlook)
  • Direct sales experience in financial services and insurance advisor channel is an asset
  • Solid understanding of insurance-related products and Canadian financial markets
  • Undergraduate degree required; business major preferred
  • LLQP and insurance-related courses are an asset