Description:
This role focuses on developing strong relationships with distribution partners in your assigned region to attract new business and manage and retain an in-force (active) portfolio. It offers challenging and meaningful work in a fast-paced work environment, exciting opportunities with room to grow and develop, as well as a range of work day-to-day. Your motivation, creativity, and nimble decision-making skills along with internal and external partnerships will help you to meet and even exceed a variety of sales objectives.
What you will do
- Proactively develop and maintain engaging relationships to drive excitement about the Canada Life group retirement business
- Partner with advisors to review quote specifications for potential clients, and write and present proposals to advisors or potential clients
- Generate new business opportunities by actively prospecting and promoting Canada Life’s group retirement offering
- Contribute to a positive sales culture in a competitive environment that is open to collaboration through the growth of creativity and innovation
- Attend industry events, representing and promoting the Canada Life brand within the community
- Respond to general and technical questions regarding plan operation and legislation from plan administrators, advisors and consultants pertaining to all types of group savings and retirement products
- Perform all other duties related to the management of accounts assigned
What you will bring
- 2+ years of sales experience; asset if it is in the field of group retirement services, group benefits and/or financial services industry
- Strong sales and interpersonal skills as well as motivation to achieve business objectives
- Excellent communication skills, both spoken and written with an enthusiasm for doing presentations
- Deliver results and exceed expectations while working collaboratively with others
- Have strong relationship building skills with external customers present ideas/concepts creatively and succinctly
- Ability to creativity put forward innovative solutions
- Adaptable to growth and change in a fast‑evolving environment
- Competitiveness and passion for sales with persistence and determination
- Excellent mathematical skills
- Knowledge of Word, Excel, and PowerPoint
- Undergraduate diploma or equivalent
- Valid driver’s license and vehicle, given the travel needs
- Designation of RPA (Retirement Plans Associate), or CEBS (Certified Employee Benefits Specialist) is a benefit
- Understanding of capital accumulation and defined benefit plans is preferred