Sales Director - Investments

CIE_101 Beneva Inc.; Siksiká #146, Alberta; Hybrid; CAD 87,000 - 112,000; Full time

Benefits offered by this job

Hybrid work model

Telemedicine service

Employee Assistance Program

Job summary

Beneva Inc. is seeking a Sales Director - Investments to build awareness and sales for Beneva by developing strong relationships with advisors within the Edmonton, Alberta territory.

The role involves presenting, training, and coordinating activities to promote Beneva’s brand and product solutions to primary advisory networks. The successful candidate will have 5+ years in financial product sales to independent advisors, strong knowledge of investments, and the ability to travel up to 50% in the

Qualifications

• Degree or Diploma in Business Administration or other relevant degree, an industry designation, or significant work experience.
• Minimum of five (5) years of experience in financial product sales to independent advisors.
• Strong knowledge of the Investment industry and products is a must.
• Able to work from home/road in a virtual office environment.

Responsibilities

• Build on existing investment and individual insurance product knowledge at Beneva and at an industry level.
• Plan, organize and implement a territory specific sales strategy to acquire new advisor relationships.
• Develop and maintain expert knowledge of Beneva’s product position in the marketplace.
• Work with MGA offices in the territory to develop strong business relationships and acquire mutually beneficial opportunities.

Skills

Sales experience

Financial products

Independent advisors

English communication

French bilingual asset

Travel 50%

Life Insurance license

CFP/CLU/CHFC/CFA asset

Education

Business Administration degree

Industry designation

Significant work experience

Tools

CRM software

Job description

Official Internal Job Title: Individual Insurance and Financial Services Sales Representative

Status: Regular

Job Description:

SUMMARY

The Sales Director - Investments reports to the Regional Vice President, Individual Insurance and Investment Products. Your role is to build awareness, brand and sales for Beneva by developing strong business relationships with advisors, focusing on segmented primary advisors in the MGAs assigned to them. You will succeed at this through understanding the advisor’s needs, offering business building ideas as well as sound product solutions and case consultation where required. You will support the Sales Directors and Back-office Team within the MGA organizations by coordinating presentations, activities, & events to further promote Beneva.

Vacancy: 1 Permanent

Salary Range: $78,874 - $112,149/year *This represents the expected hiring range and may not represent the full pay range for the position. The salary offered may be higher than the posted range depending on several factors such as relevant skills, qualifications and experience.

RESPONSIBILITIES

Build on existing investment and individual insurance product knowledge at Beneva and at an industry level and develop and maintain an expert knowledge of Beneva’s product position in the marketplace. Plan, organize and implement a territory specific sales strategy to acquire new advisor relationships, build on existing relationships and maintain existing key relationships with a segment of advisors who view Beneva as a primary business partner. Develop a sound understanding of the key advisors in the territory and their business model, marketplace, target market and product usage such that he/she can provide these advisors with the support and advice to further develop their businesses. When required, work with advisor on specific case consultation including case development, competitive review, material support and client presentation including to the clients’ professional advisors. Update and report on current relationships and business building activity through an established CRM and sales management process. Develop and deliver one on one or group presentations and supporting materials, to build awareness of the brand and sales for Beneva in the assigned territory of MGA offices, Industry events and Beneva specific events. Promote Beneva’s image and the quality of our products, services and procedures at one on one, group and industry presentations and events. Build awareness in the territory as the representative of Beneva. Work with MGA offices in the territory to develop strong business relationships, provide Beneva product and service knowledge, and acquire mutually beneficial opportunities to contact new or potential Beneva advisors of the MGA. Work closely with the Inside Sales Representative and other Director(s) of Business Development for the region to provide a coordinated process to acquire new advisor relationships, build on existing relationships and maintain existing key relationships. Be aware of key and developing advisor’s business activity to the point that unusual or suspect or non-compliant activity is recognized and reported to management and compliance as required. Attend meetings and training sessions organized by the Company and provide constructive feedback on products, services and marketing materials. Participate in the training and integration of new representatives or other department employees when required. Acquire and maintain professional credentials and licenses, and keep up to date on industry related issues, events, and changes or new introductions.

QUALIFICATIONS

Degree or Diploma in Business Administration or other relevant degree, an industry designation, or significant work experience. Minimum of five (5) years of experience in financial product sales to independent advisors Strong knowledge of the Investment industry and products is a must. Able to work from home/road in a virtual office environment. Ability to travel 50% of the time within given territory. License in Life Insurance and/ or a registration to sell Mutual Funds or in the process of undertaking to obtain this is an asset. An aptitude for sales and business development, consultative sales and relationship management. Excellent verbal and written English communications and presentation skills. Bilingualism in French and English is an asset. CFP, CLU, CHFC, CFA designations are an asset. Note the sales territory for this position is in Edmonton, Alberta.

#LI-ENG #LI-Hybrid

Beneva is an equal opportunity employer.

Purpose

True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services. Follow us on Instagram ! @beneva.ca English video Here, we can give meaning to your talent in a way that feels authentic to you. We welcome people for who they are and what makes them unique. Because at the end of the day, those differences help us grow together. We take care of our people by offering a competitive salary, a defined benefit pension plan, group insurance for you and your family, a flexible schedule and vacation time to make the most of your life. Also, to help you strike the proper work-life balance, we offer you the opportunity to split up your time between the office and your home which we refer to as the hybrid work mode. We like you just the way you are! That’s why we value different perspectives and ideas in an environment that promotes a sense of belonging and offers equal opportunities to all. Whether you’re an experienced professional, a student or undergoing a career change, we have an opportunity for you to discover or rediscover insurance. We offer you the means to enhance your knowledge, develop your abilities and launch your career. We want you to feel good in your mind and body. Helping you strike the right balance is important to us, which is why we have a team dedicated to the health and well-being of our employees. Plus we encourage you to get up and move which is why we’re offering you a telemedicine service and an Employee Assistance Program. We want you to keep you happy. At Beneva, we’re in tune with nature by undertaking several initiatives such as LEED buildings, rooftop bee hives and gardens and a paperless environment. We also respect our fellow man by being involved in many social causes. We support concrete actions to give back to the community and encourage the social engagement of our employees. We put people first. We support them through all stages of their life by giving them peace of mind and we contribute to the well-being of the community. Follow us on LinkedIn