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Regional Sales Manager, Wealth
Base + Comm
The Outside Wholesaler, Wealth will build relationships with MGAs + National Accounts channels to drive Canada Life's growing wealth business.
What you will do:
- Deliver bottom line wealth sales growth, generate sales and meet and exceed sales targets
- Prospect new leads and strengthen relationships with advisors by phone, virtually and a through face to face interaction.
- Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
- Lead generation of prescribed conversion rates and sales targets
- Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
- Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs)
- Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth segregated funds solutions into their book of business
- Represent the wealth business as an expert consultant in matters related to; the wealth industry, product, regulatory and advice on private wealth solutions
- Provide pre and post-sales support by developing/providing sales strategies, concepts, marketing ideas and support. Contribute to and consider new approaches to doing business with advisors and clients
What you will bring
- 7+ years of experience in the financial services/investment industry preferred
- Strong relationship-building skills and a work ethic that demonstrates you are sales and results oriented
- Industry specific designations such as CIM/CFP/CSC/IFIC are assets
- Excellent social skills and thrives in a team environment
- Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
- Great telephone and in person etiquette with the ability to manage high call volumes
- Negotiation skills; perseverance when encountering discouraging setbacks
- Proficiency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry
- Post-secondary education in a related field (i.e. Business School or College degree or diploma)
The base salary for this position is between $84,900 - $141,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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