Sales Support Associate

Canada Life Group

Winnipeg

On-site

CAD 41,000 - 62,000

Full time

3 days ago
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Benefits offered by this job

Career development
Health & Wellness
Time Off
Financial Security
Rewards & Recognition
Community emphasis

Job summary

Canada Life in Winnipeg is seeking a Sales Support Associate to understand employee benefits data, pricing, and cross-company comparisons. You will support sales and service teams, engage with advisors, and help ensure accurate, timely proposals and amendments.

Ideal candidates have strong analytical skills, Excel proficiency, and experience with financial services. The role offers career development and a comprehensive benefits package, with emphasis on teamwork and professional growth.

Qualifications

  • Post-secondary education in a business or technical discipline or equivalent industry experience.
  • Strong critical thinking and analytical skills.
  • Numerical reading, data comparison and understanding abilities.
  • Proficient Excel; capable with other software programs.

Responsibilities

  • Understand the sales process and participate in processing the business with excellence.
  • Work with systems required for Sales Support Associate accountabilities of the sales and renewal process.
  • Collaborate with Sales to ensure proposals are processed and released accurately and timely.
  • Coordinate with Service and Sales to complete amendments per client requests.
  • Understand the renewal process and participate in business processing for Selectpac.
  • Identify revenue opportunities and communicate to the sales team.
  • Handle miscellaneous administration and professional development tasks.

Skills

Critical thinking
Numbers & data analysis
Excel proficiency
Microsoft Office
Time management
Written & verbal communication
Teamwork
Independent work
Financial services experience

Education

Post-secondary education in business or technical discipline

Tools

RS4
ARC
Salesforce

Job description

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Reporting to the Sales Support Leader, the Sales Support Associate understands employee benefits data, pricing and the ability to compare the data across companies. The role works closely with both sales and service and interacts with advisors on a daily basis. Sales Support Associates must be able to interact with all of these constituencies in an educated and informed manner. They must understand the “why” behind the “how” and have strong critical thinking skills.

What you will do:
  • Understand the sales process and participant in the processing of the business with excellence.
  • Work with all systems required for the Sales Support Associate accountabilities of the sales and renewal process
  • Works with Sales team to ensure that proposals are processed and released in a complete and timely manner to our business partners
  • Work with Service and Sales teams to ensure that amendments are completed as per client request.
  • Understand the renewal process and participant in the processing of the business is key to the success of the Selectpac business.
  • Acknowledge and raise any revenue generating opportunities to the sales team
  • Miscellaneous Administration/Cross Functional Training/Professional Development
Qualifications and Competencies:
  • Post-secondary education in a business or technical discipline – or equivalent industry experience
  • Strong critical thinking skills with an analytical approach
  • Adept with numbers, formulas and ability to read, compare and understand data
  • Intermediate to advanced skill in Excel, with a keen ability to learn and work within other software programs (RS4, ARC, Salesforce etc)
  • Proficient in using Outlook, Word, Excel, and Adobe; aptitude for learning new technologies
  • Excellent time management and organization:ability to prioritize multiple tasks and expectations, ability to plan and organize work, meets deadlines
  • Ability to work independently and in a team environment
  • Effective communicator, both written and verbal. Responds promptly to requests; tact, courteous, and patient in all communications internal and external
  • Experience in the Financial Services industry would be an asset

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The base salary for this position is between $41,100 - $61,600 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

  • Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
  • Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
  • Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
  • Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
  • Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
  • Emphasis onCommunity: We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

#LI-Hybrid

Location: Winnipeg, MB, CA

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