Virtual Sales Representative - West

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

Job summary

An established industry player is seeking a Virtual Sales Representative to join their Individual Life and Health Insurance division. This role is pivotal in driving business development and account management, focusing on building strong relationships with life insurance advisors across the Western Region. You will have the opportunity to thrive in a high-performance culture that rewards success and offers a range of benefits, including a pension plan and discounts on company products. If you are passionate about sales and client relationships, this position offers a chance to make a significant impact while working from the comfort of your home office.

Benefits

Annual vacation allowance

Company-paid benefits

Car allowance

Travel expense program

Pension plan with employer matching

Discounts on company products

Exclusive employee perks

Regular company collaboration events

Qualifications

• 5+ years of experience in the financial industry, particularly in life insurance.
• Post-secondary education or relevant professional designation required.

Responsibilities

• Develop and maintain relationships with insurance-focused advisors.
• Meet or exceed sales targets within assigned territories.

Skills

Sales Management

Client Relationship Management

Analytical Skills

Presentation Skills

Time Management

Education

Post-secondary education or professional designation (CFP, CLU, etc.)

Tools

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

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.

Virtual Sales Representative

Reports To: Virtual Sales Vice President, Individual Sales

Department: Individual Sales

Term: Permanent Full-Time

Location: Canada

Work Arrangements:

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

The Opportunity

The Virtual Sales Representative is a key role within our Individual Life and Health Insurance division. In partnership with the external Director, Insurance Sales, you will be responsible for business development and account management of life insurance-focused advisors across the Western Region. Your responsibilities include providing case consultation, sales, product, and marketing support to drive sales within the assigned territories.

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 Critical Illness) within assigned territories
• Build relationships with producers through one-on-one discussions, seminars, and case consultations

What you will bring:

• Post-secondary education and/or applicable professional designation (e.g., 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 with office software including PowerPoint, Outlook, Word, and Excel
• Superior time management and organizational skills
• Strong interpersonal, analytical, and presentation skills (both written and oral)
• Ability to travel to various locations for meetings and events as required

What’s in it for you:

• A high-performance and rewarding culture
• Variable pay opportunities
• Annual vacation allowance and company-paid benefits
• Car allowance and travel expense program
• Immediate enrollment into the company’s pension plan with employer matching
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company collaboration

Additional Information:

As part of the recruitment process, you will be required to provide two professional references, including at least one supervisor.

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. Please contact our HR team at [e-mail] for accommodations or alternative formats of our job postings.

Job Family: Individual Contributor - Non Transactional