Sales Enablement Field Specialist

Combined, a Chubb Benefits Company; Calgary; On-site; CAD 65,000 - 90,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking a regional coordinator to support District Leader teams across Alberta with approximately 40% travel. The role is based in Calgary and candidates may reside in the Calgary, Red Deer or Edmonton area.

You will support Quality Business, Sales Engagement and Persistency, liaise with Head Office and regional offices, ensure regulatory compliance, and drive reporting and continuous improvement.

Qualifications

• 3-5 years of sales experience and administrative experience would be an asset.
• Proficient in MS Office (Excel, Word, PowerPoint).
• Flexibility to travel within assigned DL’s & Regions as per business requirements.
• Must have own car for travel, will be reimbursed associated expenses.
• Excellent communication and presentation skills with ability to speak in front of a group of people.
• Excellent organizational skills to meet deadlines and the ability to work independently with limited direction.

Responsibilities

• Provide support to the District Leader teams and the Agency Director in QB, Sales Engagement and Persistency.
• Liaison between Head Office, Divisional/Regional offices and Independent Contractors for communications and new processes.
• Follow up on regulatory compliance and reporting with compliance department.
• Monitor field audits, identify red flags and coordinate corrective actions.
• Work with legal, government and law enforcement as needed.
• Produce statistics and performance reporting.
• Help develop and implement plans to grow quality, sales and district development.

Skills

Sales experience

Administrative experience

MS Office

Communication skills

Public speaking

Travel willingness

Own car

Organizational skills

Presentation skills

Tools

Excel

Word

PowerPoint

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.

Qualifications

• 3-5 years of sales experience and administrative experience would be an asset.
• Accounting experience considered an asset.
• Proficient in MS Office (Excel, Word, PowerPoint).
• Flexibility to travel within assigned DL’s & Regions as per business requirements.
• Must have own car for travel, will be reimbursed associated expenses.
• Excellent communication and presentation skills with ability to speak in front of a group of people.
• Excellent organizational skills to meet deadlines and the ability to work independently with limited direction.