Inside Sales Associate

Equitable; Ottawa; Remote; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Sales incentives

Salary reviews

Benefits & pension

Vacation

Volunteer day

Dress for day

Job summary

Equitable, a Canadian mutual company, is seeking individuals to join our Investment Wholesaling support team. You will work from home 100% and may travel to Waterloo, ON to support the growth of our advisors and their clients.

The role focuses on generating leads, building relationships, and expanding product knowledge through webinars while maintaining strong communication with advisors and partners. Strong financial industry background and strong Microsoft 365 skills are preferred.

Qualifications

• Relevant experience in the financial industry with a solid understanding of investment products.
• Strong analytical, time-management, problem solving, negotiation and decision-making skills.
• Proven communication skills, including active listening and the ability to communicate clearly both verbally and in writing.
• Demonstrated presentation and training skills.

Responsibilities

• Conduct sales and provide support for new business for key advisors
• Generate leads and create new contacts and relationships
• Create advisor loyalty and trust via constant communication
• Build and promote product knowledge via webinars
• Respond to product related inquiries
• Act a point of contact for Equitable partners
• Create specialized and monthly status reports
• Occasional travel may be required

Skills

Investment products

Analytical skills

Time management

Negotiation

Communication

Presentation skills

Tools

Word

Excel

PowerPoint

Outlook

Teams

BMS

Web portals

Job description

The Opportunity:

A 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.

We’re looking for exciting individuals to work in partnership with our Investment Wholesaling team, by providing inside sales support to prospective Advisors, expanding our sales reach to allow our wholesalers to increase overall growth!

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:

• Conduct sales and provide support for new business for key advisors
• Generate leads and create new contacts and relationships
• Create advisor loyalty and trust via constant communication
• Build and promote product knowledge via webinars
• Respond to product related inquiries
• Act a point of contact for Equitable partners
• Create specialized and monthly status reports
• Occasional travel may be required

What you’ll bring:

• Relevant experience in the financial industry with a solid understanding of investment products
• Demonstrated analytical, time-management, problem solving, negotiation and decision-making skills
• Proven communication skills, including active listening and the ability to communicate clearly both verbally and in writing
• Demonstrated presentation and training skills
• Enjoys working in a fast-paced environment with tight deadlines and evolving priorities
• Experience using Word, Excel, PowerPoint, Outlook and Teams. With the ability to learn and apply new system applications (including BMS and web portals).
• Flexibility to work outside of regular business hours as required.

What’s in it for you:

• Career Growth: Regular learning sessions and developmentopportunities.
• Total Rewards: Competitive sales incentive program, work travel expense program, annual salary reviews, employer-paid benefits and pension matching.
• 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 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: Director, Distribution Strategy, Planning and Support Department: Individual Wealth Term: Permanent Full-Time Location: Ottawa