Diploma or higher in a relevant field (e.g., CFP, CLU, CHFC, TEP), 5+ years of experience in the financial industry, specifically in life insurance marketing, Excellent communication and negotiation skills, Proficient in Microsoft Office Suite (PowerPoint, Outlook, Word, Excel).
Key responsabilities:
Collaborate with external insurance sales directors
Build and maintain strong relationships with insurance advisors in the designated area
Achieve or exceed sales targets for personal insurance products
Conduct one-on-one communications, workshops, and case consultations with insurance practitioners.
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At Equitable our belief in the power of working together guides how we work with each other. How we help our clients and partners. And how we support the communities where we live and work. Together, with partners and advisors across Canada, we offer Individual Insurance, Group Insurance and Savings and Retirement solutions.
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But we're not your typical financial services company. We have the knowledge, experience and ability to find solutions that work for you. We're friendly, caring and interested in helping. And we're owned by our participating policyholders, not shareholders. So we can focus on your interests and provide you with personalized service, security and wellbeing.
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.
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Required profile
Experience
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.