Bilingual Insurance Sales Director
The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.
The Director, Insurance Sales, WFG 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 exclusively of WFG channel of advisors. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable.
Join one of the region’s top employers and be part of something that truly makes a difference.
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
What you’ll do:
Develop and maintain strong relationships with insurance focused advisors.
Meet or exceed sales targets and 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
Deliver presentations to small and large groups of Advisors and distributors
What you’ll 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 Independent Advisors in a life insurance environment
Previous sales and sales management experience required
Valid driver’s license and well-maintained vehicle required
Exceptional 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
Ability to travel, approximately 20% of the role, including Internationally
Ability to work varying hours, including evenings and weekends
What’s in it for you:
Career Growth: Regular learning sessions and development opportunities
Total Rewards: Competitive sales incentive program, car allowance, work travel expense program, annual salary reviews, employer-paid benefits and pension matching
Time Away: Competitive vacation plus one paid volunteer day each year
Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach
At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help.
Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a sales incentive program, plus a wide range of competitive benefits.
If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.
Reports To: Insurance Sales Vice President, World Financial GroupDepartment: Individual SalesTerm: Permanent Full-TimeLocation: Quebec