• Job Description

  Req#: 2816

  At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact—for our clients, our communities, and each other.

  Position Title: Virtual Sales Representative
  Reports To: Virtual Sales Vice President, Individual Sales
  Department: Individual Sales
  Term: Permanent Full-Time
  Location: Canada
  
  
  Work Arrangements: You will work from your home office 100% of the time. Sales related roles may be required to travel based on the assignment. 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.

  The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect. The Virtual Sales Representative is a critical sales role within our Individual Life and Health Insurance division. Through partnership with the external Director, Insurance Sales; in this role you will be responsible for business development and account management of life insurance focused advisors across the Western Region. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable within assigned territories.

  This role will have a focus on the Western Region. Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters
  
  
  

  What you will be doing:

  • Partner with the external Director, Insurance Sales
  • Develop and maintain strong relationships with insurance focused advisors through proactive activities within assigned territories
  • Meet or exceed sales targets and grow the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI) within assigned territories
  • Build relationships with producers through 1 on 1 discussions, seminars and case consultation.
    
    

  What you will bring:

  • Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance environment
  • Excellent negotiation skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • Superior time management and organizational skills
  • Highly developed interpersonal, analytical and presentation (written and oral) skills
  • must have the ability to travel to various locations for meeting and/ or events as required
    
    

  What’s in it for you:

  • A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
  • A high-performance and rewarding culture and experience
  • Includes variable pay opportunities
  • 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
    
    

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

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

  This position is available due to an existing vacancy.

  We are dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.

  #LI-Remote

• About the company

  Offering a diversified lineup of competitive products to help you achieve your financial goals. Products include: Individual Life and Health Insurance, Savings and Retirement, Group Benefits, Investment Management.

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