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Regional Sales Associate, Investments and Insurance
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Job Description
- Req#: 2723
Employer Industry: Financial Services and Insurance
Why consider this job opportunity:
- Competitive salaries with annual pay increases
- Annual bonus program recognizing strong company performance and individual contributions
- Flexible work arrangements and an annual allotment of personal health days
- Comprehensive employer-funded benefits package, including life insurance, health, and dental
- Four weeks of annual vacation from the hire date
- Opportunity for impactful work with meaningful projects that positively influence customers and society
What to Expect (Job Responsibilities):
- Conduct outbound calls to assigned Distribution Partners to promote features and benefits of the employer's Retail products and build new relationships
- Drive sales and retention in the insurance and investment markets to meet defined sales targets
- Manage case development with internal partners to promote the sale and retention of Retail products
- Support sales team members in achieving targets and provide feedback on performance
- Identify and report potential compliance risk issues during regular contact with Distribution Partners and Financial Advisors
What is Required (Qualifications):
- Bilingualism (French/English) is required
- Minimum of 3 years of sales, marketing, or client relations experience in the financial services industry
- Proficiency with MS Office (Excel, Word, Outlook)
- LLQP license is required
- Undergraduate degree required; business major preferred
How to Stand Out (Preferred Qualifications):
- Direct sales experience in the financial services and insurance advisor channel is an asset
- Solid understanding of insurance-related products and Canadian financial markets
- Well-developed communication skills, both verbally and in writing
- Strong attention to detail and accuracy
- Ability to prioritize and balance multiple tasks or projects
#FinancialServices #Insurance #RemoteWork #CareerGrowth #BilingualOpportunity
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