Business Development Manager

Canada Life; Calgary; Sur place; CAD 59 000 - 98 000; Plein temps

Résumé du poste

Canada Life in Calgary is seeking an Inside Wholesaler (Business Development Manager) to drive advisor wealth sales growth and support a robust sales workflow from the head office. You will work closely with the Director, Business Development and a sales support team to increase access to wholesale support for Advisors, leveraging SFDC tools and a proactive outreach approach.

The role emphasizes building relationships, conducting effective conversations with Advisors, and applying wealth product

Qualifications

• 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 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 awareness of market developments.

Responsabilités

• Deliver bottom line wealth sales growth by collaborating with our Director, Business Development (Wealth) to generate sales and meet/exceed targets.
• Prospect new leads and leverage an existing database to build and strengthen advisor relationships by phone, virtually and limited face-to-face interaction.
• Utilize 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 follow-up and marketing support to advisors.
• Partner with Advisors to understand their book of business, goals, targets, and needs in the territory.
• Uncover sales and cross-selling opportunities and educate advisors on wealth solutions.
• Represent the wealth business as an expert consultant on wealth industry matters, products, regulation, and advice.
• Provide pre/post-sales support by developing/providing sales strategies, concepts, marketing ideas and support.
• Contribute to new approaches to doing business with advisors and clients.

Connaissances

Sales

Communication

Relationship-building

Team collaboration

Formation

Post-secondary education in business-related field

Outils

Salesforce

Description du poste

Permanent Full Time

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’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education 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 and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed 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 handled in accordance with applicable laws and Canada Life policies.

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