Virtual Sales Representative - West

Equitable Life of Canada; British Columbia; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance sector is seeking a Virtual Sales Representative to drive business development and account management within the Individual Life and Health Insurance division. This role involves collaborating with advisors and achieving sales targets while working from home. The ideal candidate will possess strong interpersonal skills, relevant experience in the financial industry, and proficiency in office software. Join a rewarding culture with excellent benefits and opportunities for growth.

Benefits

High-performance culture

Variable pay opportunities

Annual vacation allowance

Company-paid benefits

Car allowance

Travel expense program

Pension plan with employer matching

Discounts on company products

Access to exclusive employee perks

Regular company events

Qualifications

• Minimum of 5 years experience in the financial industry.
• Experience in marketing to firms and advisors in a life insurance environment.

Responsibilities

• Develop and maintain relationships with insurance-focused advisors.
• Meet or exceed sales targets for the Individual Insurance Product Line.

Skills

Time Management

Interpersonal Skills

Analytical Skills

Presentation Skills

Education

Post-secondary education

CFP

CLU

CHFC

TEP

Tools

PowerPoint

Outlook

Word

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 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 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 will include providing case consultation, sales, product, and marketing support to drive sales within the division for assigned territories.

Responsibilities:

1. Partner with the external Director, Insurance Sales.
2. Develop and maintain strong relationships with insurance-focused advisors through proactive activities within assigned territories.
3. 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.
4. Build relationships with producers through one-on-one discussions, seminars, and case consultations.

Qualifications:

1. Post-secondary education and/or applicable professional designation (e.g., CFP, CLU, CHFC, TEP).
2. Minimum of 5 years of experience in the financial industry, with experience in marketing to firms and advisors in a life insurance environment.
3. Proficiency in office software such as PowerPoint, Outlook, Word, and Excel.
4. Superior time management and organizational skills.
5. Strong interpersonal, analytical, and presentation skills (both written and oral).
6. Ability to travel to various locations for meetings or events as required.

Benefits:

• 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 company events focused on collaboration and team building.

Additional Requirements:

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

• Provide two professional references (at least one supervisor or higher).

This vacancy is open due to an existing position.

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

Equitable is committed to providing equal access to employment opportunities. Please contact our HR team at [e-mail] for alternative formats or accommodations during the application process.