Regional Sales Manager Insurance

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Winnipeg; On-site; CAD 81,000 - 131,000; Full time

Benefits offered by this job

Career development

Health benefits

Mental health benefit

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life is seeking a Regional Sales Manager based in Winnipeg, MB, to lead insurance distribution across the Prairies. You will leverage 7+ years in financial services to become the authority on life, disability and critical illness products and advise advisors on strategies and compliance.

The role blends office and field work in a hybrid setup, with strong emphasis on building partner relationships. Applicants should hold CFP/CH.FC/PFP/CLU designations or equivalent, enjoy mentoring teams,

Qualifications

• 7+ years of experience in financial services / insurance industry.
• Post-secondary education, preferably in finance; or equivalent work experience
• Strong leadership, sales and relationship-building skills
• Good knowledge of Canadian life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation
• You’re creative and disciplined. You recognize you’re on your own - there’s no activity if you don’t self-generate.
• Your day runs the gamut from researching trends and business growth to sharing actionable ideas.
• You transition seamlessly from your desktop to your iPhone and face-to-face.
• You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA.

Responsibilities

• Be the authority on life, disability and critical illness products, sales strategies and the financial services industry.
• Understand and communicate tax and estate planning related to life and living benefits to advisors
• Expand and multiply the acquisition of new life insurance business by working with advisors
• Deliver product expertise, creative sales ideas and industry insight to advisors

Skills

Sales leadership

Insurance knowledge

Advisor relations

Financial planning

Business development

Travel flexibility

Independent work

Education

Finance education

Professional designations (CFP/CH.FC/PFP/CLU)

Job description

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Forget about boring, traditional paint-by-numbers insurance sales. Ready for a more challenging and bigger canvas? Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life. We’re looking for a Regional Sales Manager with insurance business savvy and charismatic gusto to play an integral role with the Prairies Insurance Distribution team at Canada Life. We are ideally seeking a candidate based in Winnipeg, Manitoba, who can participate in our hybrid work environment and maintain a strong presence with local partners and stakeholders.

What you will do:

• Leverage your 7+years in sales/wholesaling to be theauthority on life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation.
• Understand and communicate tax and estate planning related to life and living benefits to a variety of advisors
• Expand and multiply the acquisition of new life insurance, disability and critical illness business by working with advisors
• Deliver product expertise, creative sales ideas and industry insight - our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind Canada Life solutions.

With your credibility and expertise as a Certified Financial Planner (CFP), Chartered Financial Consultant (CH.F.C.), Personal Financial Planner (PFP), and/or Chartered Life Underwriter (CLU), you're ready to lead, inspire, and set the agenda. You'll be supported by proven processes, product solutions, strategies, and technical expertise while leveraging your professional financial planning and wealth management credentials to guide both clients and your team to success.

What you will bring

• 7+ years' experience in financial services / insurance industry
• Post-secondary education, preferably in finance; or equivalent work experience
• Strong leadership, sales and relationship-building skills
• Good knowledge of Canadian life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation
• You’re creative and disciplined. You recognize you’re on your own - there’s no activity if you don’t self-generate.
• Your day runs the gamut from researching trends and business growth to sharing actionable ideas. You transition seamlessly from your desktop to your iPhone and face-to-face.
• You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their goals and dreams.
• General understanding of tax and estate planning principles related to life insurance and living benefit solutions

An asset if you hold recognized financial services designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (CH.F.C.), Personal Financial Planner (PFP), or Chartered Life Underwriter (CLU).

• Experience supporting advisors in a variety of business models including Managing General Agencies and National Accounts would be an asset
• Ability to work independently and in a team environment
• Ability to travel throughout an assigned region using your own means of transportation

The base salary for this position is between $80,800 - $130,800 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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver - for our customers,communitiesand 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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

Winnipeg, MB, CA