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

How to Apply

To apply for this position, please email your cover letter, including salary expectations, and resume in one MSWord document to resumes@equitable.ca

If applying to multiple positions, please apply to each position separately.