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管理型总代理(MGA)/亚洲市场远程销售代表

extra holidays - extra parental leave
Remote: 
Full Remote
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Work from: 

Offer summary

Qualifications:

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.

Equitable logo
Equitable Insurance SME http://www.equitable.ca
501 - 1000 Employees
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Job description

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.

管理型总代理(MGA)远程销售代表

职位头衔:管理型总代理(MGA)/亚洲市场远程销售代表

汇报对象:个人保险销售部远程销售副总裁

部门:个人保险销售部

任期:永久全职

地点:加拿大

工作安排:全部时间在家办公。与销售相关的职位可能需要根据任务出差。必要时,您可能需要前往我们位于安大略省滑铁卢的办公室或滑铁卢地区的其他指定地点。

发展机会:远程销售代表在我们的个人人寿和健康保险部门扮演着举足轻重的角色。通过与外部保险销售总监合作,此职位将负责整个管理型总代理(MGA)/亚洲市场领域以人寿保险为重点的顾问的业务开发和客户管理。具体包括提供案例咨询、销售、产品和营销支持,推动 Equitable 在指定区域的人寿与健康保险部门的销售。

该职位将专注于加拿大范围内的管理型总代理(MGA)/亚洲市场渠道。

工作内容:

  • 与外部保险销售总监合作
  • 通过在指定区域内的主动活动,建立并维护与保险顾问的良好关系
  • 在指定区域内,完成或超过个人保险产品(万能寿险、终身寿险、定期寿险和持续寿险)的销售目标及增加有成效顾问合作关系数量
  • 通过一对一交流、研讨会及案例咨询,与保险从业者建立良好关系。

资格要求:

  • 大专及以上文凭及/或相关专业资格(即 CFP、CLU、CHFC、TEP)
  • 5 年及以上金融行业工作经验,且有在人寿保险行业向公司及顾问进行市场推广的经验
  • 出色的沟通谈判能力
  • 熟练使用办公软件,包括 PowerPoint、Outlook、Word 和 Excel
  • 优秀的时间管理和组织能力
  • 卓越的人际交往、分析和表达(书面及口头)能力
  • 必须具备根据需求前往各地参加会议和/或活动的出差能力。

待遇及福利:

  • 高绩效、有益处的文化和经验
  • 年假津贴,公司支付的福利计划
  • 立即加入有雇主匹配的公司养老金计划
  • 购买本公司产品和服务享受折扣,享受员工专门津贴
  • 定期举办 “EQ Together”活动,重点关注公司的团结和合作

作为招聘/录用程序的一部分,您需要:

  • 提供两份专业推荐信(至少一名主管或以上职位人员)

This role is open due to an existing vacancy.

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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Required profile

Experience

Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Team Leadership
  • Social Skills
  • Time Management
  • Communication
  • Problem Solving

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