Virtual Sales Representative - West

Equitable Life of Canada; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Virtual Sales Representative, where you will play a pivotal role in driving growth within the Insurance division. This position offers a unique opportunity to work from home while engaging with life insurance advisors across the Western Region. You will be responsible for building strong relationships, meeting sales targets, and providing essential support to advisors. With a focus on collaboration and professional growth, this role is perfect for someone with a passion for the financial industry and a drive to succeed. Enjoy a high-performance culture with rewarding benefits, including a car allowance and immediate pension enrollment.

Benefits

Car Allowance

Annual Vacation

Company-Paid Benefits

Employee Discounts

Regular Company Events

Immediate Pension Enrollment

Qualifications

• 5+ years in financial industry, focusing on life insurance.
• Proficiency in office software and excellent negotiation skills.

Responsibilities

• Develop relationships with insurance advisors and meet sales targets.
• Provide case consultation and support for insurance products.

Skills

Negotiation Skills

Interpersonal Skills

Analytical Skills

Presentation Skills

Time Management

Education

Post-secondary Education

CFP Certification

CLU Certification

CHFC Certification

TEP Certification

Tools

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Virtual Sales Representative - West Manitoba, Canada Req #2816 Thursday, May 8, 2025

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.

Position Details

Position Title: 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. Some travel may be required based on the assignment, including in-person visits at our Waterloo, ON office or other locations within the Waterloo Region as needed.

The Opportunity

The Virtual Sales Representative plays a key role in our Insurance division, focusing on business development and account management of life insurance advisors across the Western Region. Responsibilities include providing case consultation, sales, and support to drive division growth within assigned territories.

Key Responsibilities

• Partner with the external Director, Insurance Sales
• Develop and maintain strong relationships with insurance-focused advisors through proactive engagement
• Meet or exceed sales targets and expand advisor relationships for the Insurance Product Line (Universal Life, Whole Life, Term, and Critical Illness)
• Conduct discussions, seminars, and case consultations with producers

Qualifications

• Post-secondary education and/or relevant professional designations (e.g., CFP, CLU, CHFC, TEP)
• At least 5 years of experience in the financial industry, particularly in marketing to firms and advisors in life insurance
• Excellent negotiation skills
• Proficiency with office software (PowerPoint, Outlook, Word, Excel)
• Strong time management and organizational skills
• Excellent interpersonal, analytical, and presentation skills (both written and oral)
• Willingness to travel as required

Benefits

• High-performance culture with rewarding opportunities
• Variable pay options
• Annual vacation and company-paid benefits
• Car allowance and travel expenses
• Immediate pension enrollment with employer matching
• Employee discounts and perks
• Regular company events focused on collaboration

Additional Information

As part of the application 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, visit our website.

We are committed to equal opportunity employment. For accommodations or alternative formats, contact our HR team at [emailprotected].

#LI-Remote

Other Details

• Job Family: Individual Contributor - Non Transactional
• Pay Type: Salary

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