管理型总代理(mga)/亚洲市场远程销售代表

2 days ago

Vancouver, British Columbia, 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. The Virtual Sales Representative is a key role within our Individual Life and Health Insurance division, focused on driving growth in the Vancouver Asian markets. In partnership with the Director, Insurance Sales, you will be responsible for business development and account management of life insurance–focused advisors serving this unique demographic. Your role will include providing case consultation, sales strategies, product expertise, and marketing support to help advisors succeed and to increase sales for Equitable's life and health insurance solutions within your assigned market. This position requires cultural awareness, strong relationship-building skills, and the ability to deliver exceptional virtual support to advisors and clients.

管理型总代理(MGA)远程销售代表

职位头衔:管理型总代理(MGA)/亚洲市场远程销售代表

汇报对象:个人保险销售部远程销售副总裁

部门:个人保险销售部 

任期:永久全职

地点:加拿大

工作安排:全部时间在家办公。与销售相关的职位可能需要根据任务出差。必要时,您可能需要前往我们位于安大略省滑铁卢的办公室或滑铁卢地区的其他指定地点。

​ 

发展机会:远程销售代表在我们的个人人寿和健康保险部门扮演着举足轻重的角色。通过与外部保险销售总监合作,此职位将负责整个管理型总代理(MGA)/亚洲市场领域以人寿保险为重点的顾问的业务开发和客户管理。具体包括提供案例咨询、销售、产品和营销支持,推动 Equitable 在指定区域的人寿与健康保险部门的销售。

该职位将专注于加拿大范围内的管理型总代理(MGA)/亚洲市场渠道。

工作内容: 

  • 与外部保险销售总监合作
  • 通过在指定区域内的主动活动,建立并维护与保险顾问的良好关系
  • 在指定区域内,完成或超过个人保险产品(万能寿险、终身寿险、定期寿险和持续寿险)的销售目标及增加有成效顾问合作关系数量
  • 通过一对一交流、研讨会及案例咨询,与保险从业者建立良好关系。



资格要求:

  • 大专及以上文凭及/或相关专业资格(即 CFP、CLU、CHFC、TEP) 
  • 5 年及以上金融行业工作经验,且有在人寿保险行业向公司及顾问进行市场推广的经验 
  • 出色的沟通谈判能力 
  • 熟练使用办公软件,包括 PowerPoint、Outlook、Word 和 Excel 
  • 优秀的时间管理和组织能力 
  • 卓越的人际交往、分析和表达(书面及口头)能力 
  • 必须具备根据需求前往各地参加会议和/或活动的出差能力。

     

待遇及福利: 

  • 高绩效、有益处的文化和经验 
  • 年假津贴,公司支付的福利计划 
  • 立即加入有雇主匹配的公司养老金计划 
  • 购买本公司产品和服务享受折扣,享受员工专门津贴 
  • 定期举办 "EQ Together"活动,重点关注公司的团结和合作 

作为招聘/录用程序的一部分,您需要:​ 

  • 提供两份专业推荐信(至少一名主管或以上职位人员)

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 at

#LI-Remote

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