Job Description

Titre d\'emploi: Sales Representative

Statut: R\xc3\xa9gulier

Sommaire:
Office: Toronto
Corporate Division: Sales & Distribution
Division: Sales \xe2\x80\x93 Individual Products
Regional Division: Sales - Individual Products, Ontario & Western Canada
Job title: Sales Representative
Salary Class: 14

JOB DESCRIPTION

The Director of Business Development reports to the Regional Vice President, Individual Insurance and Investment Products \xe2\x80\x93 Ontario & Atlantic Canada. The Director of Business Developments role is to build awareness, brand and sales for SSQ in Ontario East & Ottawa by developing strong business relationships with advisors, focusing on segmented primary advisors in the MGAs assigned to them. He/she will succeed at this through understanding the advisor\xe2\x80\x99s needs, offering business building ideas as well as sound product solutions and case consultation where required. He/she will support the Sales Directors and Back office Team within the MGA organizations in Ontario West and the GTA in coordinating presentations, activities, & events to further promote SSQ.

JOB DUTIES

Build on existing investment and individual insurance product knowledge at SSQ and at an industry level and develop and maintain an expert knowledge of SSQ\xe2\x80\x99s product position in the marketplace.

Plan, organize and implement a territory specific sales strategy to acquire new advisor relationships, build on existing relationships and maintain existing key relationships with a segment of advisors who view SSQ as a primary business partner.

Develop a sound understanding of the key advisors in the territory and their business model, marketplace, target market and product usage such that he/she can provide these advisors with the support and advice to further develop their businesses.

When required, work with advisor on specific case consultation including case development, competitive review, material support and client presentation including to the clients\xe2\x80\x99 professional advisors.

Update and report on current relationships and business building activity through an established CRM and sales management process.

Develop and deliver one on one or group presentations and supporting materials, to build awareness of the brand and sales for SSQ in the assigned territory of MGA offices, Industry events and SSQ specific events.

Promote SSQ\xe2\x80\x99s image and the quality of our products, services and procedures at one on one, group and industry presentations and events. Build awareness in the territory as the representative of SSQ.

Work with MGA offices in the territory to develop strong business relationships, provide SSQ product and service knowledge, and acquire mutually beneficial opportunities to contact new or potential SSQ advisors of the MGA.

Work closely with the Inside Sales Representative and other Director(s) of Business Development for the region to provide a coordinated process to acquire new advisor relationships, build on existing relationships and maintain existing key relationships.

Be aware of key and developing advisor\xe2\x80\x99s business activity to the point that unusual or suspect or non-compliant activity is recognized and reported to SSQ management and compliance as required.

Attend meetings and training sessions organized by the Company and provide constructive feedback on products, services and marketing materials.

Participate in the training and integration of new representatives or other department employees when required.

Acquire and maintain professional credentials and licenses, and keep up to date on industry related issues, events, and changes or new introductions.

REQUIREMENTS

• Degree or Diploma in Business Administration or other relevant degree, an industry designation, or significant work experience
• Minimum of five (5) years of experience in financial product sales to independent advisors
• Hold either an Advisor License or an Insurers Representative license that is valid and in good standing (for the province of Saskatchewan only)
• Strong knowledge of the Life Insurance industry and products is a must
• Good knowledge of investment products

• Able to work from home/road in a virtual office environment
  
• Ability to travel 50% of the time within given territory
  
• License in Life Insurance and/ or a registration to sell Mutual Funds or in the process of undertaking to obtain this is an asset
  
• An aptitude for sales and business development, consultative sales and relationship management
  
• Excellent verbal and written English communications and presentation skills
  
• Bilingualism in French and English is an asset
  
• CFP, CLU, CHFC, CFA designations are an asset

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