- Develop and maintain strong relationships with insurance focused advisors.
- Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI)
- Build and manage relationships with producers through 1 on 1 meetings, seminars and case consultation, joint field work, sales proposal design and point of sale assistance as required
- Deliver presentations to small and large groups of Advisors and distributors.
- Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
- Minimum 5 years of Insurance industry sales experience, with experience in marketing to Insurance Specialists and Independent Advisors working in a high net worth market
- Previous sales and sales management experience required
- Valid driver's license and well-maintained vehicle required
- Excellent negotiation skills
- Superior time management and organizational skills
- Highly developed interpersonal, analytical skills
- Facilitation and presentation (written and oral) skills
- Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
- A high-performance and rewarding culture and experience
- Annual vacation allowance, and company-paid benefits program
- Car allowance and work travel expense program
- Immediate enrollment into the company's pension program with employer matching
- Discounts on company products and service and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration
- Provide two professional references (minimum one supervisor and above)
- Job Family Management - Non-People Managers
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Director, Insurance Sales - Calgary, Canada - Equitable
Description
Director, Insurance Sales
Calgary, AB, Canada Req #2295 Wednesday, May 29, 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 Title: Director, Insurance Sales (Regional Sales Manager, National Accounts - Western Canada)
Reports To: National Vice President Distributor & Industry Engagement
Department: Individual Sales
Term: Permanent Full-Time
Location: Western Canada
Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
The Opportunity: The Director, Insurance Sales (Regional Sales Manager, National Accounts - Western Canada) is a critical sales role within our Individual Life and Health Insurance division. In this role you will be responsible for business development and account management of Estate Planning Specialist within the Banks and Investment Dealers in the Western Canadian marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable.
This role will have a focus in the Banked owned National Account channel in Western Canada.
What you will be doing:
What you will bring:
What's in it for you:
As part of the recruitment/offer process you will be required to:
To learn more about Equitable, we encourage you to explore our organization.
At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at 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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Other details
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