Advanced Case Consultant, East

At Equitable Life of Canada, 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 customer-responsive staff. Join Equitable Life today.
Position Title: Advanced Case Consultant
Reports To: Individual Insurance Sales Vice President, Central East
Department: Individual Life
Term: Permanent Full-Time
Location: Greater Toronto Area
Work Arrangements: 100% remote working is available for candidates across Canada.
The Opportunity: Equitable Life is looking for an Advanced Case Consultant (ACC) to join the Individual Life team!
This role will provide large case sales and marketing support to the wholesaling team, advisors, and distribution partners. The ACC builds large case awareness, capability, and expertise within the wholesaling sales team and the advisor community. In addition to supporting advisors already in this market, the ACC also works with advisors looking to move into the large case market. Working very closely with the Tax and Estate Planning Consultant, the ACC is the bridge between the wholesaler and the Tax and Estate Planning Consultant.
Now is an exciting time to join one of the Waterloo Area’s Top Employers for 2023!
What you will be doing:

• Meet and exceed large case sales targets through wholesaler collaboration
• Case consultation with advisors through partnership and education
• Developing and maintaining strong relationships with the sales team (wholesalers), advisors & distribution partners (MGA’s & WFG Accounts)
• Provide market intelligence and competitive landscape
• Deliver product and marketing seminars to wholesalers, advisors and distribution partners

What you will bring:

• In depth knowledge of Equitable products and competitor products
• Demonstrated industry qualifications such as CFP, CLU
• Excellent communication and public speaking skills
• Strong Excel and PowerPoint skills
• 5 years minimum experience working with advisors and distribution partners in the mid-large case market
• Deep sales process and sales cycle understanding
• Strong understanding of advanced insurance and planning concepts
• Excellent influencing, training and coaching skills

What’s in it for you:

• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Regular EQ Together events focused on company togetherness and collaboration
• Discounts on company products and services, and access to exclusive employee perks
• Employee resource groups that support an inclusive work environment
• Annual bonus program, annual vacation allowance, and company-paid benefits program

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

To learn more about Equitable Life, we encourage you to explore our organization.
At Equitable Life, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [email protected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.
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