Job Description

At Equitable Life of Canada, 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 customer-responsive staff. Join Equitable Life today.

Don't see any current postings for sales roles in your product specialty or in your preferred territory? No problem! Apply now and we may reach out to you for future opportunities when they become available.

Accountabilities:

Group Account Executive Specific Accountabilities:

• Sell Equitable Life group products & services by developing strong partnerships through personal contact with clients, advisors, and TPA's.
• Conduct financial negotiations with clients and advisors to ensure the assigned block of business renews profitably each year
• Overall responsibility for developing client/advisor relationships and delivering on service expectations

myFlex Sales Manager Specific Accountabilities:

• Integrate our myFlex sales and marketing tools into various advisor distribution strategies.
• Build deep relationships with partnering advisors.
• Leverage the unique differentiators of our myFlex product in sales messaging.
• Negotiate rates on in force renewals and new business opportunities.
• Provide enrollment support at the client level (i.e. client enrollment and member education meetings)
• Provide information and support to advisors concerning plan renewals and pricing adjustments.
• Work with internal stakeholders to ensure timely quotation and enrollment.
• Provide marketing support to partnering advisors when they are looking to promote and sell the product.

Investment Sales Manager Specific Accountabilities:

• Managing MGA and Advisor relationships in an existing territory

• Achieving sales targets for Segregated Funds and Annuity products
• Attracting new MGAs and Advisors to Equitable Life
• Building relationships with producers through seminars, case consultation & joint fieldwork.
• Delivering presentations to small and large groups of Advisors
• Providing product and marketing concept training to Advisors

Life Sales Manager Specific Accountabilities:

• Developing and maintaining strong relationships with MGA's, AGA's, and key advisors
• Meet sales target and the number of productive advisor relationships
• Support the Insurance Product line (Universal Life, Whole Life, Term and CI)
• Maintain awareness of client needs for our products
• Case Consultation to advisors

Qualifications:

Generic Qualifications (applicable to all roles):

• Analytical and a proven problem solver
• 3+ years experience of sales/sales management in the chosen field and with client groups
• Proven examples of negotiating and influencing skills to drive sales
• Excellent presentation skills
• Above average written and oral communication skills
• Valid drivers license and vehicle required
• Regular regional travel is required
• Computer literate
• Customer focused and able to work successfully as part of a team
• University or college degree in business preferable

Group Account Executive Specific Qualifications:

• In depth knowledge of group benefit plan design; applicable financial and underwriting principles; and, taxation rules as applied to group benefit plans
• CEBS designation (or in progress of obtaining)
• Previous underwriting experience an asset

Investment Sales Manager Specific Qualifications:

• CFP, CLU, CHFC, TEP designation(s) preferred

Life Sales Manager Specific Qualifications:

• In-depth knowledge of life insurance products is essential (minimum 3 years)
• Applicable professional designation an asset

To learn more about Equitable Life, we encourage you to explore our organization.

At Equitable Life, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

Other details

• Pay Type Salary