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Channel Sales Manager, Wealth Industry
3 weeks ago
Are you looking to be part of a mission-driven, fast-growing tech company? ClearEstate is redefining estate planning and settlement with cutting-edge technology and compassionate support. We're looking for driven individuals who want to make a real difference in people's lives during life's most important moments. Join us in transforming how families across North America navigate the estate process—with clarity, confidence, and care.
ClearEstate's mission is to provide compassionate guidance in life's most important moments. We empower families and executors with a transparent, tech-enabled approach to estate planning and settlement—offering clarity, confidence, and support every step of the way.
ClearEstate respects individual differences and guarantees equal opportunities and inclusion. Therefore, all applications are treated equally and recruitment is based solely on skills and experience. Accessibility accommodations offered upon request.
What we offer
- The opportunity to be a part of something big and meaningful with a positive impact.
- Opportunities for growth and access to a great network of professionals.
- Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
- Market-leading expense reimbursement policy
- Promotion of work-life balance with 4 weeks vacation and 6 flex days.
- Virtual and in-person team building activities.
- A friendly work environment that has diversity and inclusion at the heart of our priorities.
Position Overview
You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. You will work alongside a team of dedicated, high-performing professionals, making a tangible impact on the success of ClearEstate and the lives of families in need.
Key Responsibilities
- Build and maintain relationships with strategic partners (financial advisors and credit unions) within the territory of Western Canada through sustained outreach, field presence, presentations, and training on the ClearEstate offering.
- Consolidate business growth by nurturing relationships through:
- Promoting new and/or enhanced processes/tools;
- Educating on ClearEstate's value proposition and added-value for clients/partners' advisors;
- Providing the first level of service for advisors and their clients.
- Escalating technical or complex requests to the appropriate Subject Matter Experts
- Enable partner engagement by providing ongoing support, marketing tools, and content.
- Increase lead referral frequency and retention by fostering strong partnership relationships.
- Deliver exceptional first impressions and unparalleled experiences for key partnerships and referred potential clients, when applicable.
- Leverage business relationships to develop effective sales strategies and facilitate customer and partner expansion.
- Collaborate with marketing and product teams on brand and product development initiatives, and communicate key partnerships insights to improve the ClearEstate platform, solutions and service offering.
- Serve as a resource for all aspects related to key partnership management and sales, and proactively identify and report any potential issues that may jeopardise the success of a partnership.
- Achieve and demonstrate sound knowledge of the Estate Planning and Settlement process.
- Stay ahead of market trends through proactive research and analysis, driving timely adjustments to strategies and processes.
- Build complex proposals and partnership activation strategies through a rigorous and collaborative process, and based on a growth mindset.
- Own a personal quota of 40 Sales Qualified Leads per week, actively contributing to the team's overall targets.
- Perform client consultations when the Sales Team's capacity requires it.
- Flexibility to travel 4 to 8 days per month within your territory, relevant conference, or the MTL HQ.
Who you are
- Passionate, organized, and self-driven.
- An active listener, dedicated to best partnership practices.
- A minimum of 5 years of sales experience (full cycle until the conclusion of the contract).
- Experience selling in the financial services industry.
- Experience in the sale of financial or technological products an asset.
- Determined to achieve objectives.
- Competent in managing key partnerships and other stakeholders.
- Focused on the needs of partners and dedicated to providing them with great/exceptional service.
- Able to use several technological tools in a work context.=
- You have a valid driver's license.
- Bilingual (English and French) is an asset.
