Marketing/Sales Manager Opportunities (Group, Investment, Life)

Reports to

Assistant Vice-President

Location

National

Job Status

Permanent, Full-Time

Accountabilities:

Group Marketing Manager Specific Accountabilities:

• Sell Equitable Life group products & services by developing strong partnerships through personal contact with clients, advisors, and TPA's.
• Conduct financial negotiations with clients and advisors to ensure the assigned block of business renews profitably each year
• Overall responsibility for developing client/advisor relationships and delivering on service expectations

Investment Sales Manager Specific Accountabilities:

• Managing MGA and Advisor relationships in an existing territory
• Achieving sales targets for Segregated Funds and Annuity products
• Attracting new MGAs and Advisors to Equitable Life
• Building relationships with producers through seminars, case consultation & joint fieldwork.
• Delivering presentations to small and large groups of Advisors
• Providing product and marketing concept training to Advisors

Life Sales Manager Specific Accountabilities:

• Developing and maintaining strong relationships with MGA's, AGA's, and key advisors
• Meet sales target and the number of productive advisor relationships
• Support the Insurance Product line (Universal Life, Whole Life, Term and CI)
• Maintain awareness of client needs for our products
• Case Consultation to advisors

Qualifications:

Generic Qualifications (applicable to all roles):

• Analytical and a proven problem solver
• 3+ years experience of sales/sales management in the chosen field and with client groups
• Proven examples of negotiating and influencing skills to drive sales
• Excellent presentation skills
• Above average written and oral communication skills
• Valid drivers license and vehicle required
• Regular regional travel is required
• Computer literate
• Customer focused and able to work successfully as part of a team
• University or college degree in business preferable

Group Marketing Manager Specific Qualifications:

• In depth knowledge of group benefit plan design; applicable financial and underwriting principles; and, taxation rules as applied to group benefit plans
• CEBS designation (or in progress of obtaining)
• Previous underwriting experience an asset

Investment Sales Manager Specific Qualifications:

• CFP, CLU, CHFC, TEP designation(s) preferred

Life Sales Manager Specific Qualifications:

• In-depth knowledge of life insurance products is essential (minimum 3 years)
• Applicable professional designation an asset