Virtual Sales Representative - West

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

Job summary

An established industry player is seeking a Virtual Sales Representative to drive business development in the life insurance sector. This role offers the chance to work from home while building strong relationships with advisors across the Western Region. The ideal candidate will possess a strong background in sales and marketing, along with exceptional interpersonal skills. Join a company that values growth and collaboration, providing a rewarding culture and a comprehensive benefits package. If you are passionate about making a difference in the financial industry, this opportunity is perfect for you.

Benefits

Annual vacation allowance

Company-paid benefits

Car allowance

Travel expense program

Pension program with employer matching

Discounts on company products

Exclusive employee perks

Regular company events

Qualifications

• 5+ years in financial industry with life insurance focus.
• Post-secondary education and relevant designations required.

Responsibilities

• Develop and maintain relationships with insurance 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

CFP

CLU

CHFC

TEP

Tools

PowerPoint

Outlook

Word

Excel

Job description

At Equitable, we understand that your work life is not just about performing a job; it's about being part of a workplace that supports your growth and helps you reach your full potential. Within our friendly and collaborative environment, we recognize that our key to 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 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, 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 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 activities within your 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 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. Minimum of 5 years of experience in the financial industry, with expertise in marketing to firms and advisors in a life insurance environment.
3. Proficiency in 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

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