Bilingual Business Development Consultant

Remote; San Francisco (CA); Remote; USD 53,000 - 74,000; Full time

Benefits offered by this job

Competitive pay

Remote work

Health coverage

Dental coverage

Vision care

Retirement plan

Paid holidays

Job summary

Remote is seeking a Business Development Consultant to join a dynamic insurance sales team in a fully remote role. You will build trusted relationships with financial advisors, conduct consultative outreach, and tailor insurance solutions to drive growth.

Fluency in English and French is required to support clients across jurisdictions. In a fast-paced, performance-driven environment, you will use targeted campaigns, manage Salesforce activities, and collaborate with colleagues to maximize

Qualifications

• 2+ years in insurance, sales, or related commercial role.
• Proven success in outbound prospecting and cold calling.
• College/university degree or equivalent experience.
• Strong bilingual English and French, oral and written.
• Excellent interpersonal and relationship-building abilities with financial professionals.
• Self-motivated, organized, and able to manage multiple priorities.
• Creative problem-solving and willingness to develop new sales approaches.
• Familiarity with Salesforce and Microsoft Office; intermediate Excel is a plus.
• LLQP designation or progress toward it is considered an advantage.

Responsibilities

• Proactively contact financial advisors through outbound calls and meet activity goals.
• Build, maintain and expand relationships with advisors in the assigned territory.
• Use consultative selling to understand advisor needs and recommend solutions.
• Present insurance products and services to support advisors and increase sales.
• Execute targeted campaigns and develop plans to convert opportunities.
• Maintain advisor profiles and record activities in Salesforce.
• Share qualified leads and market insights with colleagues to support performance.
• Contribute to business development objectives with a professional, customer-focused approach.

Skills

Outbound prospecting

Consultative selling

Relationship building

Bilingual English/French

Time management

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office

Excel

Job description

Join a dynamic insurance sales team in a fully remote role focused on building trusted relationships with financial advisors and driving business growth. As a Business Development Consultant, you will use consultative selling, strategic outreach, and tailored insurance solutions to identify opportunities and strengthen advisor partnerships. You will engage with prospects, understand their business needs, and communicate the value of relevant products and services. Working in a fast-paced, performance-driven environment, you will leverage sales tools and targeted campaigns to maximize results. This position also offers structured training and professional development, providing a strong foundation for future opportunities in field sales. Candidates must be comfortable communicating in both English and French to support clients across multiple jurisdictions.

Accountabilities

• Proactively contact financial advisors through outbound calls, targeting at least 60 calls per day and meeting established sales and appointment-setting goals.

• Build, maintain, and expand relationships with advisors in the assigned mass-market territory.

• Use consultative, question-based selling techniques to understand advisors’ business practices, identify needs, and recommend appropriate solutions.

• Present the value and benefits of insurance products, services, and advice to support advisors and increase sales.

• Execute targeted sales campaigns, identify high-potential prospects, and develop actionable plans to convert opportunities into business.

• Maintain accurate advisor profiles, record sales activities, and manage relationship information using Salesforce.

• Share qualified leads, market insights, and sales ideas with colleagues to support team performance.

• Contribute to business development objectives while maintaining a professional, customer-focused approach.

Requirements

• At least 2 years of experience in insurance, sales, or a related commercial role.

• Demonstrated success in proactive selling, outbound prospecting, and cold calling.

• A college or university degree in a relevant field, or equivalent professional experience.

• Strong bilingual communication skills in English and French, both spoken and written, to support clients across different jurisdictions.

• Excellent interpersonal and relationship-building abilities, with confidence engaging financial professionals.

• A self-motivated, organized, and energetic approach, combined with the ability to manage multiple priorities and meet activity targets.

• Strong problem-solving skills, creativity, and an interest in developing innovative sales and marketing approaches.

• Familiarity with Salesforce and Microsoft Office; intermediate Excel skills are an asset.

• A Life Licence Qualification Program (LLQP) designation, or progress toward obtaining it, is considered an advantage.

Benefits

• Competitive annual compensation: CAD $73,500–$103,500, including salary and sales incentives. Actual compensation depends on performance, sales results, location, qualifications, experience, and other relevant factors.

• Additional incentive compensation based on role-specific sales performance criteria.

• Fully remote work arrangement for eligible candidates in Canada, with advertised locations including Quebec, Nova Scotia, and New Brunswick.

• Comprehensive health and dental coverage, along with vision care and mental health support.

• Short- and long-term disability insurance, life insurance, and accidental death and dismemberment (AD&D) coverage.

• Wellness benefits and employee and family assistance programs.

• Retirement savings options, including pension plans and a global share ownership plan with employer matching contributions, subject to eligibility.

• Financial education and counselling resources.

• Paid holidays, vacation, personal and sick days, and statutory leaves of absence.

• Ongoing training and career development, including a dedicated program to support professional growth and progression toward future field sales opportunities.

• A flexible, inclusive work environment that values employee well‑being, collaboration, and continuous learning.