Sales Enablement Field Specialist

Chubb Life Fund; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

Chubb Life Fund, assigned to the Calgary office, seeks a field-focused role to support District Leader teams and the Agency Director across Quality Business, Sales Engagement and Persistency. The candidate should reside in the Calgary, Red Deer or Edmonton area and travel roughly 40% of the time within Alberta.

Primary duties include liaising with Head Office and regional offices, ensuring regulatory compliance, and driving improvements in quality, sales growth and retention for the DL/Regional

Responsibilities

• Support District Leader teams and the Agency Director in Quality Business, Sales Engagement and Persistency initiatives.
• Coordinate with Head Office, Divisional/Regional offices and Independent Contractors to communicate new processes and business aspects.
• Ensure compliance with Insurance Industry requirements and Company regulations within the provinces.
• Monitor field audits, address red flags and work with compliance to report irregularities and improve controls.

Skills

Quality Business

Sales Engagement

Persistency

Job description

This role will support areas in Alberta with travel required approximately 40% of the time throughout the region. The role will be assigned to the Calgary office. However, the successful candidate would reside in the Calgary, Red Deer or Edmonton area.

Primary Duties

Provide support to the assigned District Leader teams and to the Agency Director of the area in the 3 main categories for business growth and development, that are related to Quality Business, Sales Engagement and Persistency.

• Quality Business (QB) - Inspection of the business sold, Sales practices and other QB items.
• Sales Engagement - Tools & technology utilization, self- service adoption, various request calls and training/refresh on various business subjects
• Persistency - Conception of the plan, Strategy to deploy and Implement the plan to increase the retention of the district business area.
• Liaison between Head Office, the Divisional/Regional offices and the Independent Contractors with regards to inform and implement properly the communication, new processes and all business aspects that are related to/involving the Independent Contractors.
• Follows Insurance Industry requirements, the Company regulations and make the necessary recommendations affecting the quality and growth of the DL/Regional Operations.
• Ensure compliance of the Company’s operations in accordance with the regulatory authorities within the Province(s).
• Conduct verification and work with compliance department to report any irregularity. (financial irregularities, unacceptable business practices, quality business, underwriting violations, etc.) and make recommendations.
• Follow up and ensure corrective measures are implemented for District field audits.
• Take corrective action on repetitive red flags.
• Work with legal, government and law enforcement agencies as needed.
• Monitor competitive situations / representative system usage.
• Statistics and Performance reporting.
• This position reviews, discusses, recommends, helps with the implementation, course of action in support of Quality, Sales growth and Development with the Agency Director and DL team.