Sales Enablement Field Specialist
1 week ago
**PRIMARY DUTIES**
- Provide support to the assigned District Leader teams and to the Agency Director of the area in the 3 main categories for business growth and development, that are related to Quality Business, Sales Engagement and Persistency.
- Quality Business (QB)
- Inspection of the business sold, Sales practices and other QB items.
- Sales Engagement
- Tools & technology utilization, self
- Persistency
- Conception of the plan, Strategy to deploy and Implement the plan to increase the retention of the district business area.
- Liaison between Head Office, the Divisional/Regional offices and the Independent Contractors with regards to inform and implement properly the communication, new processes and all business aspects that are related to/involving the Independent Contractors.
- Follows Insurance Industry requirements, the Company regulations and make the necessary recommendations affecting the quality and growth of the District Leader (DL)/Regional Operations.
- Ensure compliance of the Company’s operations in accordance with the regulatory authorities within the Province(s).
- Conduct verification and work with compliance department to report any irregularity. (financial irregularities, unacceptable business practices, quality business, underwriting violations, etc.) and make recommendations
- Follow up and ensure corrective measures are implemented for District field audits
- Take corrective action on repetitive red flags
- Work with legal, government and law enforcement agencies as needed
- Monitor competitive situations / representative system usage
- Statistics and Performance reporting
- This position reviews, discusses, recommends, helps with the implementation, course of action in support of Quality, Sales growth and Development with the Agency Director and Distric Leader team.
- Requires undergraduate degree.
- 3-5 years of sales experience and administrative experience would be an asset.
- Accounting experience considered an asset.
- Proficient in MS Office (Excel, Word, PowerPoint)
- Flexibility to travel within assigned District Leader’s & Regions as per business requirements
- Must have own car for travel, will be reimbursed associated expenses
- Excellent communication and presentation skills with ability to speak in front of a group of people
- Excellent organizational skills to meet deadlines and the ability to work independently with limited direction.
- Insurance license would be an asset
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