Sales Operations Specialist

Equitable; Southwestern Ontario; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Career growth

Total rewards

Volunteer day

Dress for day

Job summary

Equitable, a Canadian mutual company, is seeking a Sales Operations Specialist to support the Insurance Distribution team by enabling Sales Directors to drive advisor engagement, loyalty, and sales performance within the WFG channel. You will own key processes such as month-end execution, advisor recognition programs, reporting, and stakeholder coordination.

This 100% remote role may require occasional in-person work at our office in Waterloo, ON or another assigned location within the Waterloo

Qualifications

• Experience in sales administration, operations, or analytics with strong reporting capabilities.
• Excellent organizational and time management skills in a fast-paced environment.
• Advanced Excel and Microsoft Office skills with strong data analysis abilities.
• Strong communication and interpersonal skills with ability to collaborate and influence stakeholders.
• Attention to detail and accuracy in data and financial processes.

Responsibilities

• Manage Month-End Escalation process with 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 WFG events, calendars, and leadership participation, including logistics and communications.
• Administer Marketing Allowance budgets, including tracking, reconciliation, reporting, and payment support.
• Coordinate priority 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 operations

Analytics & reporting

Cross-functional collaboration

Attention to detail

Independent work

Communication & influence

Tools

Excel

Microsoft Office

Job description

Posted Monday, August 24, 2026 at 4:00 AM

The Opportunity

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

This is a high-impact opportunity to support the Insurance Distribution team by enabling Sales Directors to drive advisor engagement, strengthen loyalty, and improve sales performance within the WFG channel. As a Sales Operations Specialist, you will work closely with Sales Directors and senior leadership to deliver critical operational, analytical, and coordination support across internal teams and external partners.

In this role, you will own key processes such as month-end execution, advisor recognition programs, reporting, and stakeholder coordination, while identifying opportunities to improve efficiency and deliver meaningful business insights. It’s an ideal role for someone who thrives in a fast-paced, collaborative environment and is looking to make a direct impact while building strong operational and analytical expertise. Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements

You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

What you’ll do

• Manage the Month-End Escalation process, ensuring timely resolution, prioritization, 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 WFG events, calendars, and leadership participation, including logistics and communications
• Administer Marketing Allowance (MA) budgets, including tracking, reconciliation, reporting, and payment support
• Coordinate priority outbound communications and follow-ups 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, accuracy, and stakeholder experience

What you’ll bring

• Experience in sales administration, operations, or analytics with strong reporting capabilities
• Excellent organizational and time management skills in a fast-paced, deadline-driven environment
• Advanced Excel and Microsoft Office skills with strong data analysis abilities
• Strong critical thinking and problem-solving skills with a solution-oriented approach
• High attention to detail and accuracy in data and financial processes
• Ability to work independently, manage priorities, and exercise sound judgment
• Strong technical aptitude and ability to quickly learn new systems
• Innovative mindset with a focus on continuous improvement
• Strong communication and interpersonal skills with the ability to collaborate and influence stakeholders

What’s in it for you

• Career Growth: Regular learning sessions and developmentopportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pensionmatching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail] . We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Insurance Sales Vice President, World Financial Group Department : Individual Insurance Term: Permanent Full-Time
Location: Manitoba

This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy.