Sales Support Associate (15M Contract)

Canada Life; Toronto; On-site; CAD 46,000 - 68,000; Full time

Job summary

Canada Life is seeking a Sales Support Associate to work with the sales team, supporting service areas daily and addressing advisor needs in an educated, informed manner. The role emphasizes understanding the sales process, data analysis, and effective use of Excel and CRM tools.

The position requires post-secondary education, strong communication, and the ability to manage multiple tasks while meeting deadlines. Compensation includes base salary with benefits and career growth opportunities.

Qualifications

• Strong verbal and written communication in English.
• Post-secondary education.
• Strong critical thinking with an analytical approach.
• Adept with numbers, formulas and data interpretation.
• Understanding the end-to-end sales process and its impact.
• Proficient in Excel and Salesforce/RS4/ARC.

Responsibilities

• Understand the sales process and participate in processing with excellence.
• Work with systems required for the Sales Support Associate role in sales and renewal processes.
• Coordinate proposals to be processed and released to business partners.
• Understand the renewal process and help prepare renewals.
• Assist with changes to Agent of Record.
• Help new advisors set up broker contracting and onboarding.
• Acknowledge opportunities and escalate to the sales team.
• Provide backup support to other positions and handle ad-hoc tasks.

Skills

Communication

Customer service

Excel proficiency

Analytical thinking

Multi-tasking

Team player

Independent work

Education

Post-secondary education

Tools

RS4

ARC

Salesforce

MS Office 365

Job description

Temporary Full Time

This role works closely with our sales team but is expected to provide support to our service area daily. The Sales Support Associate must be able to interact with these constituents including our advisors in an educated and informed manner. They must understand the \"why\" behind the \"how\" and have strong critical thinking skills.

What You Will Do

• Ability to understand the sales process and participate in the processing of the business with excellence
• Ability to 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
• Understand the renewal process and participate preparing renewals is key
• Processing Agent of Record changes
• Helping new advisors set up broker contracting
• Acknowledging and raising any opportunities to the sales team
• Provide back-up support to other positions on the team as required
• Willingness to take on ad-hoc assignments when needed

What You Will Bring

• Strong verbal and written communication skills in English. French is an asset.
• Post-secondary education
• Strong critical thinking skills with an analytical approach
• Adept with numbers, formulas and ability to read, compare and understand data
• Understanding the end-to-end sales process and how each part of the process impacts the next
• Intermediate to advanced skill in Excel, with a keen ability to learn and work within other software programs (RS4, ARC, Salesforce, etc.)
• Comfortable using MS Office 365 (One Note, One Drive, Word, Teams, and Outlook)
• Strong organizational and time management skills with the ability to handle multiple tasks and meet deadlines.
• Attention to detail is key to succeed in this role
• Good problem-solving skills
• Ability to work independently as well as in a team environment.
• Knowledge of the group benefits industry would be considered an asset.
• We offer a challenging, team-oriented work environment, competitive income and benefits, and opportunities for professional and personal development and growth.

The base salary for this position is between $45,600 - $68,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

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 annually towards education 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 and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

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