Bilingual Insurance Sales Director

Equitable; Southwestern Ontario; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

Equitable is seeking a Director of Insurance Sales (WFG) to drive business development and account management with the World Financial Group channel. The role focuses on insurance products, advisor relations and sales growth from home-based operations in Canada.

The successful candidate will lead engagements with Independent Advisors, deliver group or one-on-one presentations, and travel up to 20% while meeting sales targets and contributing to regional growth.

Qualifications

• Post-secondary education and/or applicable professional designation (e.g. CFP, CLU, CHFC, TEP).
• Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment.
• Previous sales and sales management experience required.
• Valid driver’s license and well-maintained vehicle required.
• Proficiency using MS Office (PowerPoint, Outlook, Word, Excel).
• Ability to travel approximately 20% of the role, including international travel.
• Ability to work varying hours, including evenings and weekends.

Responsibilities

• Develop and maintain strong relationships with insurance focused advisors.
• Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (UL, WL, Term, CI).
• Build relationships with producers through 1-on-1 meetings, seminars and case consultations.
• Deliver presentations to small and large groups of Advisors and distributors.

Skills

Relationship building

Sales targets

Presentations

Time management

Interpersonal skills

Analytical thinking

Education

CFP/CLU/CHFC/TEP designation

Tools

PowerPoint

Outlook

Word

Excel

Job description

The Opportunity:

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

The Director, Insurance Sales, WFG is a critical sales role within our Individual Life and Health Insurance division. In this role you will be responsible for business development and account management exclusively of WFG channel of advisors. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable.

Join one of the region’s top employers and be part of something that truly makes a difference.

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’ll do:

• Develop and maintain strong relationships with insurance focused advisors.
• Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI)
• Build relationships with producers through 1 on 1 meetings, seminars and case consultation
• Deliver presentations to small and large groups of Advisors and distributors

What you’ll bring:

• Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
• Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment
• Previous sales and sales management experience required
• Valid driver’s license and well-maintained vehicle required
• Exceptional negotiation skills
• Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
• Superior time management and organizational skills
• Highly developed interpersonal, analytical and presentation (written and oral) skills
• Ability to travel, approximately 20% of the role, including Internationally
• Ability to work varying hours, including evenings and weekends

What’s in it for you:

• Career Growth: Regular learning sessions and developmentopportunities
• Total Rewards: Competitive sales incentive program, car allowance, work travel expense program, annual salary reviews, employer-paid benefits and pensionmatching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a sales incentive program, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Insurance Sales Vice President, World Financial Group
Department: Individual Sales
Term: Permanent Full-Time
Location: New Brunswick