Virtual Sales Representative - Asian Markets (Mandarin)

Equitable Life of Canada; Ontario; Remote; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Virtual Sales Representative focusing on the Asian Markets. This pivotal role involves business development and account management within the Individual Life and Health Insurance division. You'll collaborate closely with the external Director of Insurance Sales to support advisors and drive sales through proactive relationship-building and case consultation. With a commitment to growth, this role offers a rewarding culture, competitive benefits, and opportunities for professional development. If you're passionate about making a difference in the financial industry, this is the perfect opportunity for you.

Benefits

Annual vacation allowance

Company-paid benefits program

Pension program with employer matching

Discounts on company products

Access to exclusive employee perks

Regular team events

Qualifications

• 5+ years of financial industry experience in life insurance.
• Proficiency in office software like PowerPoint and Excel.
• Post-secondary education or relevant professional designation.

Responsibilities

• Partner with the external Director, Insurance Sales.
• Develop relationships with insurance-focused advisors.
• Meet or exceed sales targets for Individual Insurance Product Line.

Skills

Interpersonal Skills

Analytical Skills

Presentation Skills

Time Management

Education

Post-secondary Education

CFP

CLU

CHFC

TEP

Tools

PowerPoint

Outlook

Word

Excel

Job description

Virtual Sales Representative - Asian Markets (Mandarin)

Monday, March 24, 2025

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Work Arrangements: You will work from your home office 100% of the time. Sales related roles may be required to travel based on the assignment. 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.

The Opportunity: The Virtual Sales Representative is a critical sales role within our Individual Life and Health Insurance division. Through partnership with the external Director, Insurance Sales; in this role you will be responsible for business development and account management of life insurance focused advisors across the MGA/Asian Markets marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable within assigned territories.

This role will have a focus on the MGA/Asian Markets channel across Canada.

What you will be doing:

• Partner with the external Director, Insurance Sales
• Develop and maintain strong relationships with insurance focused advisors through proactive activities within assigned territories
• Meet or exceed sales targets and grow the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI)within assigned territories
• Build relationships with producers through 1 on 1 discussions, seminars and case consultation.

What you will bring:

• Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
• Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance environment
• Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
• Superior time management and organizational skills
• Highly developed interpersonal, analytical and presentation (written and oral) skills
• must have the ability to travel to various locations for meeting and/ or events as required

What’s in it for you:

• A high-performance and rewarding culture and experience
• Annual vacation allowance, and company-paid benefits program
• Immediate enrollment into the company’s pension program with employer matching
• Discounts on company products and service and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [e-mail] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

• Job Family Individual Contributor - Non Transactional