Business Development Manager

Canada Life Group; Calgary; On-site; CAD 59,000 - 98,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Emphasis on Community

Job summary

Canada Life is seeking an Inside Wholesaler (Business Development Manager) in Calgary to accelerate advisor sales growth. You will collaborate with the Director, Business Development and sales support to improve wholesale access and drive targets.

The role requires engaging advisors by phone, virtual meetings, and occasional in-person interactions. You will use Salesforce to manage calls, log appointments, and monitor progress, while uncovering cross-selling opportunities and educating advisors

Qualifications

• Post-secondary education in a related field (ie Business School or college).
• 2-5 years’ experience in financial services/investment industry preferred.
• Industry designations such as CSC or IFIC are an asset.
• Strong interpersonal/relationship-building skills and sales orientation.

Responsibilities

• Deliver bottom line wealth sales growth by collaborating with the Director, Business Development to generate sales and meet targets.
• Prospect new leads and build relationships with advisors by phone, virtually, and limited face-to-face interactions.
• Use Salesforce to track calls, log appointments, manage sales workflow and monitor progress.
• Lead generation of prescribed conversion rates and sales targets.
• Grow the region by optimizing advisor relationships and providing marketing support.

Skills

Relationship-building

Communication

Phone etiquette

Negotiation

Sales excellence

Team collaboration

Adaptability

Education

Post-secondary education in Business or related field

Tools

Salesforce

Job description

We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward.

As an inside wholesaler (Business Development Manager), you’ll work closely with the outside wholesaler (Director, Business Development) and the sales support team to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life.

What you will do:

• Deliver bottom line wealth sales growth by working in collaboration with our Director, Business Development (Wealth) to generate sales and meet and exceed sales targets
• Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction
• Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
• Lead generation of prescribed conversion rates and sales targets
• Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
• Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
• Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth solutions into their book of business
• Represent the wealth business as an expert consultant in matters related to; the wealth industry, product, regulatory and advice on private wealth solutions
• Provide pre and post-sales support by developing/providing sales strategies, concepts, marketing ideas and support.
• Contribute to and consider new approaches to doing business with advisors and clients

What you will bring:

• Post-secondary education in a related field (i.e. Business School or College degree or diploma)
• 2-5 years’ experience in the financial services/investment industry preferred
• Industry specific designations such as CSC or IFIC are an asset
• Strong interpersonal/relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
• Excellent social skills and thrives in a team environment
• Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
• Great telephone etiquette with the ability to manage high call volumes
• Negotiation skills; perseverance when encountering discouraging setbacks
• Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry

This position will be located in the Calgary head office.

The base salary for this position is between $58,580 - $97,630 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
• Health & Wellness:Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

Location: Calgary, AB, CA