Inside Sales Representative

2 weeks ago

Toronto, Canada Foresters Financial Services, Inc. Full time

Career Opportunity

Role Title

Inside Sales Representative

Purpose of role

The Inside wholesaler is primarily responsible for proactively supporting both existing and new prospects within all the distribution channels to promote the Canada Protection Plan and Foresters Financial product and service offerings and increase overall business results. They work closely, and in direct support of the Regional Vice President (RVP).

**Job Description**:
Key Responsibilities
- 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
- Provide training on products, illustrations software and other tools
- Actively generate and develop new business relationships through prospecting calls
- Maintain regional statistics & reporting
- Follow up as required on specific case situations with New Business, Underwriting & client services to resolve outstanding concerns and support the territory
- 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
- Actively share sales ideas with colleagues and support team initiatives
- Be involved in special projects as needed
- Other duties as required

Key Qualifications
- Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics
- CFP and/or LLQP an asset
- Cold-calling background is a significant asset
- Excellent communication and presentation skills
- Pro-active and self-motivated, able to manage multiple priorities in a fast paced environment
- Excellent problem solving skills
- Working knowledge of financial concepts, including financial planning and financial understanding of insurance products
- A minimum 2 years’ experience in the Insurance industry
- Varied work schedule including evenings and weekends is required

LI-Hybrid

Equal Opportunity Employment and Inclusion - _at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves._
- in advance of your appointment._

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