Bilingual Business Development Consultant

Jobgether; United States; Remote; USD 53,000 - 74,000; Full time

Benefits offered by this job

Competitive compensation package

Fully remote Canada role

Health and dental coverage

Job summary

Jobgether is seeking a results-driven Account Executive to proactively connect with financial advisors across Canada from a remote base. You will make outbound calls (targeting 60+ per day), qualify needs, and present insurance solutions to drive new business while maintaining a consultative approach.

You'll leverage Salesforce to track activity, expand advisor relationships, and collaborate with colleagues on campaigns and insight sharing.

Qualifications

• 2+ years of experience in insurance, sales, or related role.
• Proven success in proactive selling, outbound prospecting, and cold calling.
• Degree or equivalent professional experience in a relevant field.
• Bilingual English and French, both spoken and written.
• Strong interpersonal and relationship-building abilities.
• Self-motivated, organized, and capable of managing multiple priorities.
• Problem-solving skills and creativity in sales approaches.
• Familiarity with Salesforce and Microsoft Office; intermediate Excel is a plus.

Responsibilities

• Proactively contact financial advisors via outbound calls (target 60+/day).
• Build and expand relationships with advisors in the assigned territory.
• Use consultative selling to understand needs and recommend solutions.
• Present insurance products, services, and advice to support advisors and boost sales.
• Execute targeted campaigns and convert opportunities into business.
• Maintain advisor profiles and record activities in Salesforce.
• Share leads and sales insights with colleagues to improve performance.
• Contribute to business development while remaining client-focused.

Skills

Bilingual English/French

Sales experience

Outbound prospecting

Relationship building

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

Excel

Job description

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.

#LI-CL1