Remote Sales Ops & Analytics Specialist

Equitable; Southwestern Ontario; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Employer-paid benefits

Pension matching

Volunteer day

Job summary

Equitable is seeking a Sales Operations Specialist to support the Insurance Distribution team in Canada. You will enable Sales Directors to drive advisor engagement, loyalty, and sales performance within the WFG channel, delivering critical operational, analytical, and coordination support.

You will own key processes like month-end execution, advisor recognition programs, reporting, and stakeholder coordination while identifying opportunities to improve efficiency and deliver business insights.

Qualifications

• Experience in sales administration, operations, or analytics with reporting capabilities.
• Strong organizational and time management skills in a fast-paced environment.
• Advanced Excel and Office skills with strong data analysis abilities.
• Strong critical thinking and problem-solving with a detail-oriented approach.

Responsibilities

• Manage the Month-End Escalation process, ensuring timely resolution and stakeholder communication.
• Maintain and improve escalation procedures; analyze trends and provide reporting on outcomes and opportunities.
• Execute Advisor Reward & Recognition programs, including tracking, fulfillment, and reporting.
• Develop dashboards and reports to support advisor performance visibility and business insights.
• Coordinate events, calendars, and leadership participation, including logistics and communications.
• Administer Marketing Allowance budgets, including tracking, reconciliation, reporting, and payment support.
• Coordinate outbound communications to support compliance and reduce policy issues.
• Maintain accurate EVC hierarchy data and partner with internal teams on advisor-level reporting.
• Identify and implement process improvements to enhance efficiency and stakeholder experience.

Skills

Sales administration

Analytics

Excel

Time management

Attention to detail

Independent work

Technical aptitude

Communication

Tools

Microsoft Office

Job description

Equitable is seeking a Sales Operations Specialist to support the Insurance Distribution team in Canada. You will enable Sales Directors to drive advisor engagement, loyalty, and sales performance within the WFG channel, delivering critical operational, analytical, and coordination support.

You will own key processes like month-end execution, advisor recognition programs, reporting, and stakeholder coordination while identifying opportunities to improve efficiency and deliver business insights.