Inside Wealth Sales Manager

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

Job summary

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.

Responsibilities

• 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.

Skills

Sales

Communication

Relationship-building

Team collaboration

Education

Post-secondary education in business-related field

Tools

Salesforce

Job description

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