Virtual Sales Representative - West

Dayforce HCM; British Columbia; Remote; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Virtual Sales Representative, where you will play a vital role in the Individual Life and Health Insurance division. This position offers the opportunity to develop strong relationships with advisors and drive sales within your territory. Enjoy a rewarding culture with a focus on professional growth, while working from the comfort of your home office. With a competitive salary, comprehensive benefits, and a supportive environment, this role is perfect for someone looking to make a significant impact in the financial industry. Embrace the chance to thrive in a dynamic and collaborative setting!

Benefits

Annual vacation allowance

Company-paid benefits

Car allowance

Travel expense reimbursement

Pension plan with employer matching

Discounts on company products

Exclusive employee perks

Regular team events

Qualifications

• 5+ years of experience in the financial industry with life insurance marketing.
• Strong proficiency in office software and excellent presentation skills.

Responsibilities

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

Skills

Interpersonal Skills

Analytical Skills

Presentation Skills

Time Management

Organizational Skills

Education

Post-secondary Education

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 plays a critical role within our Individual Life and Health Insurance division. In partnership with the external Director, Insurance Sales, this role involves business development and account management of life insurance-focused advisors across the Western Region. Responsibilities include providing case consultation, sales, product, and marketing support to drive sales within assigned territories.

Key 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 5 years of experience in the financial industry, with experience in marketing to firms and advisors in a life insurance environment.
3. Proficiency with office software such as PowerPoint, Outlook, Word, and Excel.
4. Strong time management and organizational skills.
5. Excellent interpersonal, analytical, and presentation skills (both written and oral).
6. Ability to travel to various locations for meetings and events as required.

Benefits

• A high-performance, rewarding culture and experience.
• Variable pay opportunities.
• Annual vacation allowance and company-paid benefits.
• Car allowance and travel expense reimbursement.
• Immediate enrollment in the company's pension plan with employer matching.
• Discounts on company products and services, plus exclusive employee perks.
• Regular EQ Together events promoting company togetherness and collaboration.

Additional Information

As part of the recruitment process, you will need to:

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

This vacancy exists due to an existing opening. To learn more about Equitable, we encourage you to explore our organization.

We are committed to providing equal access to employment opportunities. Contact our HR team at [e-mail] for accommodations or alternative formats.