Inside Sales Associate

Alberta, Canada Numéro de demande 2516
14 novembre 2024
Chez Équitable, nous sommes conscients que le travail ne consiste pas uniquement à exécuter des tâches; mais également à s’intégrer dans un milieu de travail qui vous permet de progresser et de vous épanouir à la pleine mesure de votre potentiel. Au sein de notre environnement de travail amical et favorable à la collaboration, nous reconnaissons que le personnel dévoué, motivé et à l’affût des besoins des clients sont la clé de notre croissance et de notre succès. Joignez-vous à l’équipe de Équitable dès aujourd’hui en tant que :

Position Title: Inside Sales Associate (Investment)
Reports To: Director, Distribution Strategy, Planning and Support
Department: Savings and Retirement
Term: Permanent Full-Time
Location: Alberta


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’re looking for 2 exciting individuals to work in partnership with our Investment Wholesaling team, by providing inside sales support to prospective Advisors, expanding our sales reach to allow our wholesalers to increase overall growth!

Now is an exciting time to join one of the Waterloo Area and Southwestern Ontario’s Top Employers for 2024!

 

 
What you will be doing:

  • Conduct sales and provide support for new business for key advisors
  • Generate leads and create new contacts and relationships
  • Create advisor loyalty and trust via constant communication
  • Build and promote product knowledge via webinars
  • Respond to product related inquiries
  • Act a point of contact for Equitable partners
  • Create specialized and monthly status reports
  • Occasional travel may be required

 

 

What you will bring:

  • Relevant experience in the financial industry with a solid understanding of investment products
  • Demonstrated analytical, time-management, problem solving, negotiation and decision-making skills
  • Proven communication skills, including active listening and the ability to communicate clearly both verbally and in writing
  • Demonstrated presentation and training skills
  • Enjoys working in a fast-paced environment with tight deadlines and evolving priorities
  • Experience using Word, Excel, PowerPoint, Outlook and Teams. With the ability to learn and apply new system applications (including BMS and web portals).
  • Bilingual in French or Mandarin and English is considered an asset
  • Flexibility to work outside of regular business hours as required.

 

 

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Annual vacation allowance, and company-paid benefits 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)
Ce poste est ouvert en raison d’un emploi vacant existant.

Pour en apprendre davantage sur Équitable, nous vous invitons à découvrir notre organisation.

Chez Équitable, nous nous engageons à offrir un accès égal aux possibilités d’emploi à l’échelle de notre organisation. Veuillez communiquer avec l’équipe des RH à l’adresse careers@equitable.ca si vous souhaitez recevoir nos offres d’emploi dans un autre format ou demander toute mesure d’adaptation nécessaire au processus de demande d’emploi.

Autres détails

  • Famille d'emplois Individual Contributor
  • Type de paie Salaire
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