Advanced Case Consultant

Description:

This role will provide large case sales and marketing support to the wholesaling team, advisors, and distribution partners. The ACC builds large case awareness, capability, and expertise within the wholesaling sales team and the advisor community. In addition to supporting advisors already in this market, the ACC also works with advisors looking to move into the large case market. Working very closely with the Tax and Estate Planning Consultant, the ACC is the bridge between the wholesaler and the Tax and Estate Planning Consultant.

Now is an exciting time to join one of the Waterloo Area’s Top Employers for 2023!

What you will be doing:

• Developing and maintaining strong relationships with the sales team (wholesalers), advisors & distribution partners (MGA’s & National Accounts)
• Meet and exceed large case sales targets through wholesaler collaboration
• Provide market intelligence and competitive landscape
• Case consultation with advisors through partnership and education
• Deliver product and marketing seminars to wholesalers, advisors and distribution partners

What you will bring:

• 5 years minimum experience working with advisors and distribution partners in the mid-large case market
• Strong understanding of advanced insurance and planning concepts
• Demonstrated industry qualifications such as CFP, CLU
• Excellent communication and public speaking skills
• Deep sales process and sales cycle understanding
• Excellent influencing, training and coaching skills
• In depth knowledge of Equitable products and competitor products
• Strong Excel and PowerPoint skills