Business Development Associate

Jobtailor; Mississauga; On-site; CAD 55,000 - 85,000; Full time

Job summary

Beneva is seeking a results-driven sales professional in Canada to generate new business and strengthen advisor relationships. The role focuses on understanding advisors' books, promoting Beneva products, and achieving regional sales targets through structured call plans and proactive outreach.

The ideal candidate has 3–5 years in financial services sales, strong communication skills, and an entrepreneurial mindset.

Qualifications

• 3–5 years in sales/marketing/call center within financial services.
• Strong relationship building and interpersonal skills.
• Excellent spoken/written English; French is a plus.
• Willing to complete LLQP if not already certified.

Responsibilities

• Generate sales and build strong new business relationships with prospects.
• Understand advisors' books of business, goals, and uncover opportunities for Beneva products.
• Develop sales strategies and marketing concepts.
• Provide support to Business Development Directors.
• Conduct proactive sales activities via daily phone contact with advisors.
• Achieve activity and sales targets, including 25 proactive contacts per week.
• Conduct outbound and inbound communications with advisors.
• Assist in developing and managing the region's annual business plan.
• Support local sales activities, team meetings, and events.
• Become an expert in Beneva strategies and life products.
• Achieve local sales targets.
• Develop relationships with advisors and Business Development Managers.
• Update daily activities in the time management system.
• Develop a daily call plan to meet sales activities.
• Promote Beneva's brand, products, and high-quality service.
• Carry out other required tasks.

Skills

Sales

Relationship Building

Active Listening

Entrepreneurial Mindset

Communication

Education

College degree (related field)

CFP/CLU/LLQP certifications

Tools

Time Management System

Job description

• Generate sales and build and strengthen new business relationships with potential prospects.
• Understand advisors' books of business, including goals and targets, and uncover opportunities to recommend Beneva products.
• Develop sales strategies and marketing concepts.
• Provide support to Business Development Directors.
• Conduct proactive sales activities and provide value-added services through daily telephone contact with existing and new advisors.
• Achieve activity and sales targets, including 25 proactive contacts per week and business planning.
• Conduct outbound and inbound communications with advisors.
• Assist in developing and managing the region's annual business plan.
• Support local sales activities, team meetings, sales events, and industry seminars.
• Become an expert in strategies and individual life products.
• Achieve local sales targets.
• Develop strong relationships with advisors and Business Development Managers.
• Update daily activities in the time management system.
• Develop a daily call plan to meet sales activities.
• Promote Beneva's brand, products, and high-quality service.
• Carry out other required tasks.

Requirements

• College degree in a related field is an asset.
• 3 to 5 years of sales / marketing / call center experience in the financial services industry
• Strong relationship building and interpersonal skills.
• Strong active listening skills — an entrepreneurial approach is key to the role.
• Successful completion of industry related courses such CFP, CLU. Must be willing to complete LLQP.
• Solid knowledge of financial services industry overall
• Coachable and open to ongoing sales training
• Excellent command of spoken and written English, French would be an asset.

Core Competencies

Demonstrates expertise in sales strategies and relationship building within the financial services industry, with a focus on achieving sales targets and providing exceptional service to advisors. Proficient in developing business plans and conducting proactive sales activities to drive growth.

Highest-signal resume keywords

• Sales Strategy Development
• Relationship Building
• Financial Services Knowledge
• Active Listening Skills
• Industry Certifications (CFP, CLU, LLQP)

ATS Optimization Keywords

Hard Skills

• Sales Experience
• Marketing Concepts
• Business Planning
• Proactive Sales Activities
• Call Planning

Soft Skills

• Interpersonal Skills
• Coachable Attitude
• Entrepreneurial Approach

Certifications & Qualifications

• CFP
• CLU
• LLQP

Industry Keywords

• Financial Services
• Sales Targets
• Business Development
• Advisor Relationships
• Beneva Products

Tools & Technologies

• Time Management System