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Sales and Operation Liaison

2 months ago

Canada Experior Financial Group Full time

Sales and Operation Liaison


“Building financial foundations for families to empower them today and leave a legacy for tomorrow”


Experior Financial Group Inc. is looking for a motivated Sales and Operations Liaison who works well with executives but is also able to work independently and thrives working with multiple tasks on the go. This position offers exciting challenges and the chance to learn new skills in sales and operations. This role best suits someone that enjoys interacting with executives, prioritizing, and considers communication and attention to detail one of their best qualities.


As a member of our team, you will enjoy a positive work environment and be part of a dynamic group that values dedication and enthusiasm. We offer excellent opportunities for career advancement to those who are committed and strive for excellence.


Responsibilities:

  • Will act as a liaison between the Sales and Operations Teams
  • Act as a key contact point for Sales and Operations
  • Work as a right hand to the CEO – Attending meetings, taking notes, making suggestions, and communicating updates to the President and Director of Operations
  • Assist with providing support to the sales team by addressing operational issues and optimizing sales tools.
  • Assist in developing and delivering training materials and resources to enhance the effectiveness of sales representatives.
  • Ensure that sales teams are equipped with the necessary tools, resources, and information to succeed.
  • Assist the executive team with various sales-related projects and initiatives.
  • Engage in market research and analysis to uncover and pursue all avenues to generate business opportunities and support agent training.
  • Analyze data and provide important visualization and dashboards that clearly communicates complex data in a simple form to non-technical audience
  • Stay abreast of industry trends, competitor positioning, and market opportunities to align our offerings effectively.
  • Keeping vital information and documents organized physically, and electronically.
  • Maintaining a high degree of discretion and confidentiality.


Imagine a symphony: Sales is the melody, and operations is the harmony. When they work together seamlessly, beautiful music (business growth) happens.

Sales operations liaisons ensure that the orchestra—comprising sales reps, marketing, finance, and logistics—plays in harmony. They fine-tune processes, troubleshoot issues, and keep everyone coordinated.


Qualifications:

  • Bachelor’s degree in business or related is an asset
  • Experience working in the insurance industry considered is required
  • Experience working in an Insurance Sales role will be an asset
  • Strong attention to detail and accuracy.
  • Excellent time management and organizational abilities — Capable of managing tight deadlines and multiple priorities effectively.
  • Effective problem-solving and investigative skills.
  • Reliable, trustworthy, proactive, with a keen sense of ownership and initiative.
  • Exceptional verbal and written communication skills.
  • Approachable and professional in delivering challenging information via in-person, phone, and email interactions.
  • Strong computer skills with a capacity to learn new systems.
  • Ability to handle stressful situations with a positive, proactive attitude.
  • Positive demeanor with an openness to constructive feedback.
  • Proficiency in French or Spanish is a significant asset; willingness to learn these languages is also valued.


What Experior Financial Group Inc. can offer you:

  • Work-life balance with paid vacation and sick days
  • Competitive compensation with guaranteed annual salary increases
  • Comprehensive medical, dental, and vision benefits
  • Flexible work options: on-site and hybrid
  • Career growth and development opportunities
  • Diverse team environment
  • On-site parking and weekly grocery orders (on-site only)
  • Straight day shifts with no weekends
  • Company events and celebrations
  • Tuition reimbursement
  • Company-provided equipment


Employees were surveyed in June 2023 and May 2024 and Experior Financial Group Inc. has been certified a Great Place to Work