Inside Sales Representative
2 days ago
Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry? Canada Protection Plan, a Foresters Financial company operating in the Canadian marketplace, markets and sells life insurance and related products, many with simplified underwriting processes requiring no medical exams.
Would you like to make a difference with the customers we serve? A career at Canada Protection Plan, the Canada Division of Foresters Financial, is full of potential. We are driven to excel, and our employees reflect this passion. Our company values include shared collaboration, career development and a friendly and open work environment.
Our strength is a culture characterized by doing work that makes a positive impact in the communities where we live. We connect with our employees in significant and meaningful ways for work that matters.
**Job Summary**:
The Inside wholesaler is primarily responsible for proactively contacting both existing and new prospects within all the distribution channels to promote the Canada Protection Plan and Foresters Financial product offerings. They work closely, and in direct support of the Regional Vice President (RVP).
**Accountabilities will include**:
- Collaborate with the RVP through dedicated telephone activity, to support and enhance the sales efforts and the development of long-term relationships with financial advisors
- Work in partnerships with the RVP to develop a territory business plan
- Use their in-depth knowledge of life insurance products and concepts, along with their interpersonal skills to increase sales and build long-term relationships
- Actively generate and develop new business relationships through prospecting calls
- Support the RVP by promptly following up on meetings and events
- Populate the CRM system with all the information retrieved during phone calls and meetings
- Assist RVP in the segmentation of the client database
- Actively share sales ideas with colleagues and support team initiatives
- Be involved in special projects as needed
- Other duties as required
**Knowledge/Experience/Skills**:
- Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics
- CFP and/or LLQP
- Cold-calling background is a significant asset
- Excellent communication and presentation skills
- Pro-active and self-motivated
- A minimum 2 years’ experience in inside sales
- Varied work schedule including evenings and weekends is required
At Canada Protection Plan and Foresters Financial, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a diverse workforce and we are an equal opportunity employer.
INDCPP
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