Virtual Sales Representative

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.

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The Opportunity: ​​ 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 MGA Ontario marketplace. 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 MGA Ontario Marketplace. 

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 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 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 careers@equitable.ca 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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