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Sales Operations Specialist

2 weeks ago

Waterloo, Ontario, Canada Equitable Full time

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact; for our clients, our communities, and each other.

The Opportunity:
At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we'd love to connect. This role is a key contributor to the success of the Individual Insurance sales team, providing critical administrative and operational support to sales leadership and the sales team. You will play an integral part in planning, reviewing, and executing initiatives that drive sales growth and advisor engagement. Join one of the Waterloo Area's Top Employers for 2025 and Southwestern Ontario's Top Employers for 2024 and be part of something that matters.

Position Title:
Sales Operations Specialist

Reports To:
Director, Distribution Planning & Strategy

Department:
Sales

Term:
Permanent Full-Time

Work Arrangements:
You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

What you will be doing:

  • Collaborate with sales leaders and the sales team to plan and organize advisor roadshows, educational events, and internal sales meetings.
  • Source and book venues, speakers, and entertainment as required.
  • Manage event logistics including catering, materials, and marketing collateral.
  • Create, distribute, and track invitations for events and meetings.
  • Provide presentation and administrative support to Sales Leaders.
  • As required, act as onsite coordinator during events, serving as the primary point of contact for questions and last-minute requests.
  • Conduct post-event follow-up and ensure timely processing of invoices for vendors.
  • Maintain and update the national sales calendar, including key events and meetings.
  • Support targeted regional communications.
  • Coordinate onboarding processes for new sales team members and manage distribution of marketing materials and sales aids.
  • Ad hoc reporting as requested by sales leaders

What you will bring:

  • At least 3 years work experience in the financial services industry with admin, client service or marketing experience or an equivalent combination of education and experience.
  • Advanced proficiency in Microsoft Office products (Excel, Word, Powerpoint), with the ability to extract and manipulate data
  • Exceptional prioritization and time management skills
  • Adaptability and flexibility when dealing with changing priorities and tight deadlines.
  • Demonstrated ability to multi-task, show initiative, and anticipate needs in a proactive manner
  • Ability to work independently and in a team environment
  • Strong interpersonal skills
  • Strong written and verbal communication skills
  • Negotiation and influencing skills
  • Excellent attention to detail and follow up. Many aspects of this role interact directly with sales and the field. As such it's imperative that care and precision are made in all communications and programs.
  • Previous reporting experience and/or strong desire to learn and grow this skillset

Nice to have

  • Knowledge of the life insurance industry
  • Familiarity and/or previous use of Customer Relationship Management (CRM) tools and Microsoft Power BI dashboards

What's in it for you:

  • A workplace where care, passion, and curiosity aren't just values, they're how we work, grow, and succeed together every day;
  • A healthy work-life balance with employee wellness top of mind;
  • Annual bonus program, annual vacation allowance, and company-paid benefits program;
  • Generous vacation package with one volunteer day to give back to a charity of your choice;
  • Immediate enrollment in the company's pension program with employer matching;
  • Employee resource groups that support an inclusive work environment;
  • Tuition support and specialized program assistance;
  • An onsite full-service cafeteria with a variety of daily options;
  • Discounts on company products and services, and access to exclusive employee perks;
  • Regular EQ Together events focused on company togetherness and collaboration.

As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.
This position is available due to an existing vacancy.

We're dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us