Inside Sales Representative

Canada Protection Plan Inc; Toronto; Hybrid; CAD 65.000 - 75.000; Vollzeit

Zusammenfassung

Foresters Financial Services, Inc. in Canada is seeking an Inside Sales Representative to promote Canada Protection Plan and Foresters Financial products, expanding advisor relationships and new business opportunities.

You will train Financial Advisors, deliver presentations using PowerPoint and Zoom, and collaborate with Regional Directors to execute regional sales plans while handling inquiries and attending events as required.

Qualifikationen

• Bachelor's degree in a relevant field is required.
• Minimum 2 years of sales experience, preferably in financial services.
• Excellent knowledge of insurance products and industry trends.
• Strong presentation and public speaking skills.
• Superior interpersonal, communication, and relationship-building abilities.
• Ability to influence and motivate and manage multiple priorities.
• CFP and/or LLQP is an asset.
• Bilingual is an asset.
• #LI-Hybrid is an asset.

Aufgaben

• Deliver training to Financial Advisors on Canada Protection Plan and Foresters Financial products, services, software, and forms.
• Initiate phone contact with advisors to build or expand relationships.
• Collaborate with Regional Sales Directors to execute regional Marketing and Sales plans.
• Utilize product knowledge and market insights to increase sales and onboard new business.
• Create, revise, and deliver PowerPoint presentations and Zoom sessions.
• Respond to inquiries via phone, email, or in person in a timely, accurate manner.
• Attend events and trainings during evenings and weekends as required.
• Coordinate with New Business, Underwriting, and Client Service to resolve cases.
• Draft broadcast emails with marketing and product information.
• Participate in meetings and project work, sharing feedback and updates.

Kenntnisse

Sales & relationship building

Presentation/public speaking

Interpersonal skills

Planning & organization

Self-motivated

Team collaboration

Bilingual (asset)

Ausbildung

Bachelor's degree in Commerce/Finance/Business Administration/Economics

Tools

PowerPoint

Zoom

Jobbeschreibung

Career Opportunity Role Title Inside Sales Representative

Inside Sales Representative

Purpose of role The Inside Sales Representative (ISR) is responsible for increasing overall business results by promoting Canada Protection Plan and Foresters Financial products and services.

Job Description Key Responsibilities

• Deliver training to Financial Advisors on Canada Protection Plan and Foresters Financial products, services, software, as well as the completion of all applications and forms.
• Initiate phone contact with advisors to begin or expand on existing relationships
• Work in collaboration with Regional Sales Directors in executing a Marketing and Sales Plan for the region to generate sales and develop new business
• Use of in-depth knowledge of our products and the insurance industry in general, and interpersonal skills to increase sales and onboard new business
• Create, revise, and deliver presentations using Power Point software and Zoom
• Manage and respond to inquiries through telephone, email, or in person in an accurate, timely, and professional manner
• Attend planned events, webinars, and office trainings for advisors during evening and weekend hours, as required
• Follow up as required on specific case situations with New Business, Underwriting, and Client Service to resolve outstanding concerns and support the territory
• Create broadcast emails with pertinent marketing and product information
• Participate in national, regional, departmental and project group meetings, sharing feedback and information
• Involved in special projects as required

Key Qualifications

• Education (minimum required): Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics
• Minimum 2 years of sales experience, preferably in the Financial Industry
• Excellent knowledge of insurance products, and insurance industry trends and conditions
• Strong presentation and public speaking skills
• Excellent interpersonal skills, ability to handle a wide variety of advisors professionally
• Ability to influence and motivate
• Superior organization and planning skills
• Proactive and self-motivated, able to manage multiple priorities in a fast-paced environment
• Ability to work independently and as part of a team
• CFP and/or LLQP is an asset
• Bilingual is an asset
• #LI-Hybrid

Salary Range

Salary Range: $65,000.00 - $75,000.00 The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

Equal Opportunity Employment and Inclusion

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [e-mail] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

Foresters Financial is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families. More than 150 years later, we provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security.