Business Development Manager

Serenia Life Financial; Alberta; Hybrid; CAD 69,000 - 103,000; Full time

Benefits offered by this job

Competitive compensation

Flexible workplace

Life insurance discounts

Mentorship & learning

Volunteer day

Job summary

Serenia Life Financial is seeking a driven Business Development Manager who thrives on building advisor relationships, activating producers, and moving opportunities toward placement in a hybrid inside‑sales role.

You will partner with the Business Development Directors to expand production, support onboarding and training, and maintain up‑to‑date knowledge of Serenia Life products, benefits, and market trends.

Qualifications

• 3–5+ years in life/health distribution or advisor development.
• LLQP licensed or able to obtain within 3 months.
• Strong outbound discipline and comfort selling via phone/video.
• Experience with CRM tools and illustrations.

Responsibilities

• Build advisor relationships through proactive outreach.
• Provide case support including needs analysis, product positioning, illustrations, and underwriting navigation.
• Activate new producers and support onboarding through structured engagement and training.
• Deliver product and concept training (virtual and in‑person).
• Monitor new business pipelines, resolve outstanding requirements, and move cases to placement.
• Collaborate with BDDs on business planning and advisor development.
• Represent Serenia Life at advisor meetings, events and trainings.
• Maintain knowledge of Serenia Life products, competitive landscape, and industry trends.

Skills

Outbound selling

Relationship building

Communication

CRM experience (Salesforce)

Education

LLQP license

Tools

Salesforce

e-app platforms

Illustrations

Job description

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for a Business Development Manager who thrives on building relationships, activating advisors, and moving opportunities from conversation to placed business.

This is a hybrid inside sales role with targeted field activity, ideal for someone who wants to progress into external wholesaling. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from you.

About the Role:

As a Business Development Manager (BDM), you will deepen engagement within key MGA/AGA partners by proactively supporting advisors, advancing sales opportunities, and driving new production. You’ll partner closely with our Business Development Directors (BDDs) to identify opportunities, grow share of wallet, and ensure advisors receive timely, consultative support. You will:

• Build and strengthen advisor relationships through proactive outreach (calls, virtual meetings, selective in‑person meetings).
• Provide case support including needs analysis, product positioning, illustrations, and navigation of underwriting/operations.
• Activate new producers and support onboarding through structured engagement and training.
• Deliver product and concept training (virtual and small‑group in‑person).
• Monitor new business pipelines, resolve outstanding requirements, and help move cases to placement.
• Collaborate with BDDs on business planning, regional growth initiatives, and advisor development.
• Represent Serenia Life at advisor meetings, branch events, roadshows, and training sessions.
• Maintain strong knowledge of Serenia Life products, competitive landscape, and industry trends.

What You Bring to the Table:

• 3–5+ years in life/health distribution (MGA/AGA or carrier), inside sales, wholesaling support, or advisor development.
• LLQP licensed (or ability to obtain within 3 months).
• Strong outbound discipline and comfort selling via phone/video.
• Experience with CRM tools (Salesforce or similar), illustrations, and e‑app platforms.
• Proven ability to build trusted advisor relationships and influence outcomes.
• Confident presenter with excellent communication and coaching skills.
• Strong prioritization, organization, and follow‑through.

About Serenia Life Financial

At Serenia Life Financial, we’re on a mission to uncomplicate insurance – so that our members can feel confident when it comes to protecting their family’s financial future. As a grow‑to‑give company, we share our profits through company donations, community outreach, and some truly unique member benefits.

We care about the world, but just as importantly, we care about our employees. That’s why we do what we can to help our team prioritize their health & well-being, achieve work‑life balance, and make sure each workday is fulfilling and fun.

What We Offer You:

• competitive compensation
• flexible workplace opportunities
• discounts on life insurance
• mentorship & continued learning opportunities
• volunteer day (extra day off to support a cause you care about)

Serenia Life has implemented a formal Workplace Flexibility policy, which provides options for our employees to balance their home and work lives and enable them to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Pay Transparency

The pay range for this role is $69,000 - $103,000 per year.

This role is eligible for pension, benefits and incentive pay. Actual base pay will be determined based on permissible factors such as transferable skills, work experience, market demands, and primary work location. The base pay range provided is subject to change and may be modified in the future.

This posting is for a current vacancy. Serenia Life Financial does not utilize AI in our recruitment process to screen, select, or assess applicants.

Statement on Diversity and Accommodations

At Serenia Life Financial, Diversity, Equity, and Inclusion means that everyone is welcomed, treated with dignity and kindness, and has an opportunity to grow and thrive based on their own unique talents. Our employees are valued for their differences and are encouraged to bring their authentic selves to work. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [e-mail].