Inside Sales Wholesaler, National Accounts

Position Title: Inside Sales Wholesaler, National Accounts

Reports To: Regional Vice President, Individual Sales  

Department: Individual Sales 
Term: Permanent Full-Time  
Location:  Canada
 

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Work Arrangements: 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 Inside Sales Wholesaler is a critical sales role within our Individual Life and Health Insurance division. In this role you will be responsible for business development and account management of life insurance focused advisors across the Bank owned firm marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable. 

This role will have a focus on both the Banked owned National Account channel across Canada. 

What you will be doing:​ 
 

• Partner with the external Director, National Account Insurance Sales
• Develop and maintain strong relationships with insurance focused advisors. 
• 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) 
• Build relationships with producers through 1 on 1 meetings, 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 Bank owned firms 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 
• 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)  

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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