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Regional Sales Representative, Wealth
Company | Canada Life |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Insurance,Financial Services |
Expires | 2023-08-09 |
Posted at | 9 months ago |
- Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
- Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction.
- Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
- Provide pre and post-sales support by developing / providing sales strategies, concepts, marketing ideas and support.
- Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth solutions into their book of business
- Lead generation of prescribed conversion rates and sales targets
- Represent the wealth business as an expert consultant in matters related to; the industry, product, regulatory and advice on wealth solutions
- Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
- Contribute to and consider new approaches to doing business with advisors and clients
- Deliver bottom line wealth sales growth by working in collaboration with our Regional Sales Managers (Wealth) to generate sales and meet and exceed sales targets
- Negotiation skills; perseverance when encountering discouraging setbacks
- Excellent social skills and thrives in a team environment
- Strong interpersonal / relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
- Great telephone etiquette with the ability to manage high call volumes
- Post-secondary education in a related field (i.e. business, marketing, psychology, university degree or diploma)
- CSC designation preferred or in process within first few months
- 2-5 years’ experience in the Financial Services / Insurance industry preferred
- Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
- Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry
- Creative marketing and problem-solving skills
- Self-starter with high energy and ability to pick up concepts quickly
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