Wealth Sales & Advisor Relations Specialist

Canada Life Group; Calgary; On-site; CAD 59,000 - 98,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Emphasis on Community

Job summary

Canada Life is seeking an Inside Wholesaler (Business Development Manager) in Calgary to accelerate advisor sales growth. You will collaborate with the Director, Business Development and sales support to improve wholesale access and drive targets.

The role requires engaging advisors by phone, virtual meetings, and occasional in-person interactions. You will use Salesforce to manage calls, log appointments, and monitor progress, while uncovering cross-selling opportunities and educating advisors

Qualifications

• Post-secondary education in a related field (ie Business School or college).
• 2-5 years’ experience in financial services/investment industry preferred.
• Industry designations such as CSC or IFIC are an asset.
• Strong interpersonal/relationship-building skills and sales orientation.

Responsibilities

• Deliver bottom line wealth sales growth by collaborating with the Director, Business Development to generate sales and meet targets.
• Prospect new leads and build relationships with advisors by phone, virtually, and limited face-to-face interactions.
• Use Salesforce to track calls, log appointments, manage sales workflow and monitor progress.
• Lead generation of prescribed conversion rates and sales targets.
• Grow the region by optimizing advisor relationships and providing marketing support.

Skills

Relationship-building

Communication

Phone etiquette

Negotiation

Sales excellence

Team collaboration

Adaptability

Education

Post-secondary education in Business or related field

Tools

Salesforce

Job description

Canada Life is seeking an Inside Wholesaler (Business Development Manager) in Calgary to accelerate advisor sales growth. You will collaborate with the Director, Business Development and sales support to improve wholesale access and drive targets.

The role requires engaging advisors by phone, virtual meetings, and occasional in-person interactions. You will use Salesforce to manage calls, log appointments, and monitor progress, while uncovering cross-selling opportunities and educating advisors