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    Director, Investment Sales - Edmonton, Canada - Equitable Life of Canada

    Equitable Life of Canada
    Equitable Life of Canada Edmonton, Canada

    3 weeks ago

    Default job background
    Description

    At Equitable, we understand that your job is about more than just work; it's about being part of a team that supports your growth and helps you reach your full potential. In our welcoming and collaborative environment, we value a dedicated, driven, and client-focused staff as the key to our success. Join us at Equitable today!



    Position Title: Director, Investment Sales

    Reports To: Vice President National Investment Sales

    Department: Savings and Retirement (S&R)

    Term: Permanent Full-Time

    Location: Edmonton, Alberta


    Work Arrangements:

    You will be working full-time from your home office. Occasional in-person visits to our Waterloo, ON office or other locations within the Waterloo Region may be required. Some travel may be necessary for sales roles.


    The Opportunity: As the Director of Investment Sales, you play a crucial role in our Savings & Retirement division. Your responsibilities include developing business and managing key relationships in the GTA Area with MGAs, AGAs, and Advisors. This involves providing expertise in sales, products, and marketing to drive sales of Equitable's Segregated Fund and Annuity products.


    What you will be doing:

    • Manage relationships with MGAs and Advisors in the GTA territory
    • Achieve sales targets for Segregated Funds and Annuity products
    • Introduce Equitable's investment products to new Advisors
    • Build relationships with producers through seminars and joint fieldwork
    • Present to groups of Advisors
    • Offer training on products and marketing concepts to Advisors
    • Travel within the territory to meet with clients and nurture relationships

    What you will bring:

    • 5 years of experience in the financial industry, with a preferred background in marketing to Independent Advisors
    • Demonstrated success in sales and sales management
    • Preferably holds CFP, CLU, CHFC, TEP designations
    • Strong interpersonal, analytical, and presentation skills
    • Business degree from a University or College is a plus
    • Valid driver's license and access to a reliable vehicle

    What's in it for you:

    • A high-performance and rewarding work culture
    • Annual vacation allowance and company-paid benefits
    • Car allowance and travel expense coverage
    • Immediate enrollment in the company's pension program with matching contributions
    • Discounts on products, access to exclusive perks, and company events

    As part of the recruitment process, you will need to provide two professional references, including at least one supervisor.


    If you are interested in learning more about Equitable, we invite you to explore our organization further.


    At Equitable, we are dedicated to offering equal employment opportunities throughout our organization. Please contact our HR team if you require job postings in an alternative format or need assistance with the application process.

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