Virtual Sales Representative - West

Equitable Life of Canada; Manitoba; Remote; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Virtual Sales Representative in the Individual Life and Health Insurance division. This role offers a unique opportunity to engage with insurance-focused advisors, providing essential support to drive sales and build lasting relationships. You will thrive in a collaborative environment that values growth and success, while enjoying a high-performance culture with rewarding benefits. If you're passionate about making a difference in the financial industry and eager to develop your career, this position is perfect for you.

Benefits

Variable pay opportunities

Annual vacation allowance

Company-paid benefits

Car allowance

Travel expense reimbursement

Pension plan with employer matching

Discounts on company products/services

Exclusive employee perks

Regular company events

Qualifications

• 5+ years of experience in the financial industry focused on life insurance.
• Proficiency with office software and excellent organizational skills.

Responsibilities

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

Skills

Sales Skills

Relationship Management

Analytical Skills

Presentation Skills

Time Management

Education

Post-secondary education

CFP

CLU

CHFC

TEP

Tools

PowerPoint

Outlook

Word

Excel

Job description

At Equitable, we recognize 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 environment, we understand that our growth and success depend on 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 roles may require travel based on assignments. 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 key role in 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 duties will include providing case consultation, sales, product, and marketing support to drive sales within your assigned territories.

Key Responsibilities

1. Partner with the external Director, Insurance Sales.
2. Develop and maintain strong relationships with insurance-focused advisors through proactive engagement within your territories.
3. Meet or exceed sales targets and grow productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term, and Critical Illness) in your territories.
4. Build relationships with producers through one-on-one discussions, seminars, and case consultations.

Qualifications

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

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/services and exclusive employee perks.
• Regular EQ Together events fostering company community and collaboration.

Additional Requirements

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

This vacancy is due to an existing opening. To learn more about Equitable, please explore our organization.

We are committed to equal employment opportunities. For accommodations or alternative formats, contact our HR team at [emailprotected].