Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP), Minimum 5 years of financial industry experience, particularly in life insurance, Previous sales and sales management experience required, Current Life License is a strong asset..
Key responsibilities:
Develop and maintain strong relationships with insurance licensed advisors.
Meet or exceed sales targets and productive advisor relationships for the Insurance product line.
Deliver presentations to small and large groups of Advisors and distributors.
Build relationships with producers through meetings, seminars, and case consultation.
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At Equitable our belief in the power of working together guides how we work with each other. How we help our clients and partners. And how we support the communities where we live and work. Together, with partners and advisors across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions.
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But we're not your typical financial services company. We have the knowledge, experience and ability to find solutions that work for you. We're friendly, caring and interested in helping. And we're owned by our participating policyholders, not shareholders. So we can focus on your interests and provide you with personalized service, security and wellbeing.
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: Insurance Sales Director
Reports To: National VP Wholesaler Development & Advisor Engagement
Department: Individual Sales
Term: Permanent Full-Time
Location: Toronto
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: Equitable is growing! We are looking for an Insurance Sales Director to join our Individual Sales team! The Insurance Sales Director 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 in the MGA channel. This will include providing educational presentations, case consultation, sales strategies, product and marketing support to drive sales for the Individual Insurance division of Equitable. Are you driven, proactive and have a passion for Insurance Sales? We want to hear from you! Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!
What you will be doing:
Develop and maintain strong relationships with insurance licensed advisors.
Meet or exceed sales targets and the number of productive advisor relationships for the Insurance product line (Universal Life, Whole Life, Term and CI).
Build relationships with producers through 1 on 1 meetings both over zoom and in person, seminars, and case consultation
Deliver presentations to small and large groups of Advisors and distributors
Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment
Previous sales and sales management experience required
Valid driver’s license and well-maintained vehicle required
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
Ability to work varying schedules (including evenings and weekends), travel; including International, travel may comprise up to 65% of the role
What’s in it for you:
A high-performance and rewarding culture and experience
Includes variable pay opportunities
Annual vacation time, 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 role is open due to an existing vacancy.
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 [email protected] 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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Required profile
Experience
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.