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.

Position Title: National Sales Coordinator

Reports To: Director, Sales Planning & Strategy Execution

Department: Individual Insurance
Term: Permanent Full-Time

Work Arrangements: We are currently working remotely, and we will be moving to a hybrid model when our office renovation is complete (approximately September 2023), coming into the office a minimum of 2 days per week, every other week on designated days.

Please note: Occasional travel may be required to support regional advisor roadshows, educational events, internal sales team meetings and other national events.

The Opportunity: Equitable Life is growing! We are looking for a passionate, driven, and energetic National Sales Coordinator to join our Individual Insurance sales team!

This is a newly created role that will play an integral part of our sales team\'s success! The role will work closely with our sales team to plan and organize sales events, while being the go-to person for administrative and marketing support!

If you are looking for a supportive, collaborative workplace and want to work with a great sales team and inspiring leaders, this could be the role for you! This is an exciting time to join our growing team and one of Waterloo\'s Top Employers for 2023!

What you will be doing:

• Assist in planning and organizing regional advisor roadshows, educational events, internal sales team meetings and other national events. Responsibilities include, but are not limited to:

• Source and book venue and speakers (as applicable)
• Create, distribute and manage invitations and marketing materials
• Plan and organize catering and meal requirements, including entertainment activities and/or dinner events (as applicable)
• Act as onsite coordinator at events and be point of contact for questions, issues, last minute requests
• Ensure invoices are processed to ensure prompt payment to vendor(s)
• Provide administrative support to the Head of Distribution, Individual Insurance, and sales leaders with tasks such as:

• Expense submissions
• Travel arrangements
• Presentation creation
• Support the sales team with:

• Documenting, updating and coordinating the onboarding process for new sales team members
• Creating and maintaining the national sales calendar
• Regional targeted communications, marketing materials, and distribution lists
• Ad hoc reporting as requested by sales leaders and team members
• Projects and/or new initiatives

What you will bring:

• 3 or more years work experience in the financial services industry with administrative, client service, marketing experience or an equivalent combination of education and experience required
• Advanced proficiency in Microsoft Office products (Excel, Word, PowerPoint), with the ability to extract and manipulate data required
• Exceptional prioritization and time management skills
• Proactive ideas on improvements that can create efficiencies in process and expense management
• Adaptability and flexibility when dealing with changing priorities and tight deadlines
• Demonstrated ability to multi-task, show initiative, and anticipate needs in a proactive manner
• Ability to work independently and in a team environment
• Strong interpersonal, written, and verbal skills
• Negotiation and influencing skills
• Excellent attention to detail and follow up
• Knowledge of the life insurance industry is an asset
• Familiarity and/or previous use of Customer Relationship Management (CRM) tools is an asset

What\'s in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company\'s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• A company subsidized cafeteria with a variety of daily options
• Discounts on company products and services, 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)

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

Equitable Life of Canada