Consultant.e bilingue en développement des affaires

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

Benefits offered by this job

Remote work

Health and wellness coverage

Retirement savings plan

Job summary

Jobgether is seeking a results-driven sales professional to build relationships with financial advisors across a national Canadian territory. You will conduct outbound calls, assess client needs, and tailor insurance solutions that meet business objectives.

This role offers full-time remote work for candidates in QC, NS, or NB. You will collaborate with the sales team, leverage Salesforce, and pursue growth opportunities while achieving activity and revenue targets.

Qualifications

• At least two years of experience in insurance, sales, or related field.
• Fluent in English and French; serves clients across Canadian provinces outside Quebec.
• College diploma or university degree in a relevant field or equivalent experience.
• Proven ability to initiate conversations, build rapport, identify opportunities, and close leads.
• Strong interpersonal skills to establish trust and maintain relationships with financial advisors and internal stakeholders.
• Excellent time management, autonomy, creativity, and ability to manage competing priorities.
• Familiarity with Salesforce and Microsoft Office; intermediate Excel is a plus.
• Life insurance license PQPAV obtained or in progress is an advantage.
• Ability to develop innovative sales approaches and adapt strategies to client needs.
• Motivation to learn, accept feedback, and pursue future field-based opportunities.

Responsibilities

• Develop and maintain client relationships with financial advisors.
• Identify client needs and recommend insurance products and solutions.
• Promote products and value-added resources through client-focused conversations.
• Execute targeted sales campaigns to identify promising prospects and plan actions.
• Use Salesforce to maintain advisor profiles and track opportunities.
• Collaborate with the sales team to share leads and market insights.
• Meet calling, appointment-setting, and sales targets consistently.

Skills

Cold calling

Sales prospecting

Relationship building

Time management

Communication skills

Salesforce familiarity

Adaptability

Education

College diploma / University degree

Tools

Salesforce

Microsoft Office

Excel

Job description

Accountabilities

• Develop and maintain client relationships: Conduct at least 60 outbound calls per day to financial advisors across your assigned mass-market territory, building relationships, generating interest, and scheduling sales appointments.
• Identify client needs: Use consultative questioning techniques to understand financial advisors' business practices, objectives, and challenges, allowing you to recommend relevant insurance products and solutions.
• Drive sales growth: Promote insurance products, services, and value-added resources through persuasive, client-focused conversations that demonstrate the benefits of available solutions.
• Execute targeted sales campaigns: Identify promising prospects, prioritize opportunities, and develop actionable plans to increase engagement and achieve sales objectives.
• Manage sales activities and customer information: Use Salesforce to maintain accurate advisor profiles, document interactions, monitor prospecting activities, and track opportunities throughout the sales process.
• Collaborate with the sales team: Share business leads, market insights, and effective sales strategies with colleagues to support collective performance and strengthen territory development.
• Achieve performance targets: Establish and monitor calling, appointment-setting, and sales goals while maintaining a consistent, proactive approach to business development.

Requirements

• Professional experience: At least two years of experience in insurance, sales, or a related field, with a demonstrated record of success in proactive selling and cold calling.
• Bilingual communication: Fluency in both English and French is required, as the successful candidate will serve clients across multiple Canadian provinces outside Quebec.
• Education: A college diploma, university degree in a relevant field, or equivalent professional experience.
• Sales and prospecting skills: Proven ability to initiate conversations with prospective clients, build rapport, identify business opportunities, and convert leads into meaningful sales relationships.
• Relationship management: Strong interpersonal skills, with the ability to establish trust, communicate persuasively, and maintain productive relationships with financial advisors and internal stakeholders.
• Organization and initiative: Excellent time management, attention to detail, autonomy, creativity, and the ability to manage competing priorities in a target-driven environment.
• Technical proficiency: Familiarity with Salesforce and Microsoft Office is an asset, particularly intermediate-level Excel skills.
• Insurance licensing: A life insurance licence (PQPAV) already obtained or currently in progress is considered an advantage.
• Problem-solving and marketing: The ability to develop innovative sales approaches, identify promising prospects, and adapt strategies to changing client needs is highly valued.
• Career development mindset: Motivation to learn, accept feedback, improve sales performance, and pursue future opportunities in field-based sales.

Benefits

• Annual compensation: CAD $73,500–$103,500, including base salary and sales incentives. Actual compensation depends on individual performance, sales results, location, qualifications, experience, and other relevant factors.
• Performance-based incentives: Access to sales incentive programs linked to role-specific performance criteria.
• Remote work: Full-time remote working arrangement for eligible candidates based in Quebec, Nova Scotia, or New Brunswick.
• Health and wellness coverage: A range of customizable benefits for eligible employees, including medical, dental, vision, mental health, life, accidental death and dismemberment, and short- and long-term disability insurance.
• Family support: Eligible benefits may include adoption, surrogacy, and non-emergency medical care coverage, alongside employee and family assistance programs.
• Retirement and savings: Access to eligible retirement savings and pension plans, as well as an employee share ownership program with employer matching contributions.
• Paid time off: Paid public holidays, annual vacation, personal days, sick leave, and applicable statutory leaves.
• Learning and professional development: Ongoing training, continuous learning opportunities, and structured development to help you expand your sales expertise and prepare for future career progression.
• Career advancement: An opportunity to build the skills and experience needed to pursue future field sales positions.
• Inclusive and flexible environment: Work within a global organization that values employee well-being, inclusion, collaboration, and professional growth.