Regional Sales Manager, Wealth

Tobermory; Toronto; On-site; CAD 84,000 - 141,000; Full time

Benefits offered by this job

Workplace Inclusion and Accessibility

Environment of Support

Career Advancement and Skill Dev

Wellness and Satisfaction of Employees

Positive Impact on Canadian Wellness

Reasonable Accommodations

Security of a Financially Sound Org

Job summary

Canada Life is seeking a Regional Sales Manager in Toronto to grow business opportunities and market wealth products while supporting advisors in delivering financial solutions to clients.

This role focuses on building strong relationships with MGAs and National Accounts across Canada, with compensation discussed during hiring. Start date is as soon as possible, full-time.

Qualifications

• Post-secondary education or degree in business or related field.
• Strong work ethic and sales-driven mentality.
• Excellent interpersonal and negotiation skills.

Responsibilities

• Utilize investment products and sales techniques to assist advisors in achieving success.
• Maintain up-to-date knowledge of market trends in the financial services industry.
• Collaborate with team to improve sales performance and client experience.
• Provide effective financial solutions aligned with advisors’ goals.

Skills

CIM

CFP

CSC

IFIC

People skills

Negotiation

Persistence

Investment products

Education

Post-secondary education (Business degree or diploma)

Job description

The main focus of the Regional Sales Manager role is on increasing business opportunities and marketing products and services while assisting advisors in providing financial solutions to their clients.

Outside wholesaler for Wealth is accountable for establishing and maintaining powerful relationships with MGAs and National Accounts in order to facilitate growth within Canada Life's wealth business.

Variable compensations will be discussed during the hiring process, such as bonuses and/or commissions. You can find more about the job post in the given details below.

Company : Canada Life
Location : Toronto, ON, CA
Salary : $84,900 – $141,400 anually
Job type : Full-time
Start Date : As soon as possible

Benefits

• Workplace Inclusion and Accessibility
• Environment of Support
• encouraging diverse backgrounds and perspectives
• Opportunity for Career Advancement and Skill Development
• Wellness and Satisfaction of Employees as Top Priority
• Opportunity to Help create Positive Impact on Canadian Wellness through the Work we do
• Reasonable Accommodations will be provided throughout the Application Process
• Security and Strength of a Financially Sound and Established, Trusted Organization

• The main focus of Regional Sales Manager role is on increasing business opportunities and marketing products and services while assisting advisors in providing financial solutions to their clients.
• Sales Growth, Wealth, Develop Sales Strategy – Continue to achieve or exceed all sales targets.
• Work closely with Advisors to understand their goals, objectives and needs of their clients.
• Identify opportunities for sales and cross-selling wealth segregated fund products to advisors, and provide advisors with Information and guidance on these investment Solutions.
• Be Seen as an Expert in Wealth Related Areas Including Products, Industry Trends, Regulatory Issues, and Private Wealth Solutions.

Responsibilities

• Utilize investment products, tools and sales techniques to assist advisors in achieving success.
• Maintain an up-to-date knowledge of current market trends and changes within the financial services industry and how these changes may impact both clients and the organization.
• Work together with team members to assist in building stronger sales performances and enhancing the client experience.
• Use post-secondary education studies combined with expertise in the financial services industry to provide effective, quality financial solutions.

Requirements

• Strong Work Ethic – Sales Driven; The Following Industry Designations are considered as an Asset: CIM, CFP, CSC, and IFIC.
• Exceptional people skills (interpersonal).
• Exceptional Negotiation Skills.
• Persistence in Overcoming Obstacles.
• Knowledgeable with the Investment Products Tools You Use to Sell and Market Investment Products.
• Must Have a Post-Secondary Education / Relevant; Business Degree or Diploma.