Regional Sales Associate, Investments

Empire Life; Ontario; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus program

Health and dental benefits

Flexible work arrangements

Generous vacation

Pension plan with employer matching

Job summary

A leading insurance company is seeking a Regional Sales Associate to join their Retail Distribution team in Ontario. This role involves maximizing territory coverage, driving sales, and managing customer relationships. Candidates should have over 3 years of experience in sales and a solid understanding of financial products. The position offers a competitive salary and comprehensive benefits including health insurance and flexible work arrangements.

Qualifications

• 3+ years of sales, marketing or client relations experience in the financial services industry.
• Direct sales experience in the insurance advisor channel is an asset.
• Solid understanding of insurance-related products and Canadian financial markets.

Responsibilities

• Maximize territory coverage by conducting outbound calls to Distribution Partners.
• Drive sales and retention in the insurance and investment markets.
• Manage case development with internal partners and grow customer relationships.

Skills

Sales experience

Client relations

Communication skills

MS Office proficiency

Attention to detail

Education

LLQP certification

Tools

CRM software

Job description

Direct message the job poster from Empire Life

Empire life is looking to hire a Regional Sales Associate to join our Retail Distribution team!

Why pursue this opportunity

Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

Participate in training and development programs - we offer a range of training and development programs to help our employees stay up-to-date with the latest industry trends and developments.

What you’ll be working on

• Maximize territory coverage by proactively conducting outbound calls to assigned Distribution Partners to uncover needs and promote features and benefits of Empire Life’s Retail products; identify and build new relationships by proactively prospecting untapped and dormant opportunities for assigned segment of Distribution Partners
• Drive sales and retention in the insurance and investment markets to ensure defined sales targets are achieved
• Manage case development with internal partners and grow existing customer relationships, to promote the sale and retention of Empire Life’s Retail products
• Leverage cross-channel sales opportunities by proactively referring business to appropriate channel
• Support designated sales team members in achievement of sales targets and business plan execution; provide feedback to management on junior team members performance as well as specific input to performance reviews and development plans
• Assist with offsite support and presentations and attend industry events, as required
• Contribute to the development of the annual business plan for assigned segment of distribution partners, in collaboration with sales team and management team
• Identify and report potential compliance risk issues that may become apparent through regular contact with Distribution Partners and Financial Advisors
• Enter updates and notes for Distribution Partner data and communication in the CRM tool to capture activity and leverage on previous sales contact within targeted audience
• Build and maintain knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance

What we’re looking for you to have

• 3+ years of sales, marketing or client relations experience in the financial services industry
• Proficiency with MS Office (Excel, Word, Outlook)
• Direct sales experience in financial services and insurance advisor channel is an asset
• Solid understanding of insurance related products and Canadian financial markets
• LLQP required (or to be completed within a year of starting position)
• Well-developed communication skills, both verbally and in writing
• Ability to prioritize and balance multiple tasks or projects
• Well-developed customer relations and decision-making skills
• Strong attention to detail and accuracy
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions
• A comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs
• A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail].

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Industries

  Insurance

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