Sales Partner (Wealth Management/ Insurance)

Lock Search Group; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is seeking a Sales Representative in Edmonton to drive business growth through client engagement and sales initiatives. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to build lasting relationships. This role offers uncapped commissions and the opportunity to work independently while contributing to team success.

Qualifications

• Proven success in a commission-based sales environment.
• Strong knowledge of the sales process from lead generation to closing.

Responsibilities

• Lead client meetings and customize presentations to meet client needs.
• Manage and assess your sales funnel to forecast deal potential.
• Identify new business opportunities and develop a strong client pipeline.

Skills

Communication

Negotiation

Relationship Building

Job description

Sales Partner (Wealth Management/Insurance)

Edmonton, AB

Are you a polished, driven sales professional who thrives in a results-oriented environment where income reflects performance? We’re looking for a Sales Representative who adopts a consultative approach to customer engagement and is motivated by success.

Job Summary

As a Sales Representative, you will play a key role in business growth by building trusted relationships with advisors and clients. Your responsibilities include leading sales initiatives, educating stakeholders on solutions, and managing the client pipeline to ensure successful deal execution. This role demands professionalism, strong organizational skills, and the ability to work independently and as part of a team.

Responsibilities

Business Operations & Client Engagement

• Lead client meetings and customize presentations to meet client needs and business objectives
• Manage and assess your sales funnel to forecast deal potential and timelines
• Gather client insights to develop accurate quotes and business cases
• Keep schedules current and follow up efficiently
• Complete accurate reporting and expense submissions promptly

Advisor Relationship Management

• Act as the primary contact for advisors
• Build long-term partnerships through meaningful dialogue and solution-based selling
• Address objections effectively and resolve concerns to build trust
• Ensure high advisor satisfaction and promote repeat business

Sales Strategy & Market Insight

• Identify new business opportunities and develop a strong client pipeline
• Monitor market and competitive trends to adapt sales tactics
• Collaborate with leadership on growth strategies

Product Expertise & Team Collaboration

• Stay informed about product offerings, services, and market trends
• Deliver tailored product presentations to clients and advisors
• Participate in team meetings and align with sales objectives
• Work closely with support staff to ensure seamless execution and CRM accuracy

Minimum Requirements

• Proven success in a commission-based sales environment
• Strong knowledge of the sales process from lead generation to closing
• Excellent communication, negotiation, and relationship-building skills
• Ability to manage multiple priorities and work independently
• Experience in finance, insurance, wealth management, or related fields is an asset
• Existing professional network or experience working with high-net-worth clients and financial advisors is preferred

If you are a motivated sales professional ready to earn uncapped commissions, we encourage you to apply confidently using the “Apply” button for immediate consideration.

Thank you for your interest. Only candidates with the required skills and experience will be contacted. Applicants must be legally entitled to work in Canada without sponsorship.

Lock Search Group is a national executive recruitment firm with coast-to-coast offices, over 25 consultants, and expertise in four core practice areas. Our mission is to provide exceptional recruitment and consulting services, delivering personalized solutions that meet client needs and candidate goals.

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