Sales Enablement Field Specialist

Job summary

Support District Leader teams in driving business growth through quality business inspection, sales engagement, and persistency strategies. Act as a liaison between head office and independent contractors while ensuring regulatory compliance within the province.

Job details

This role will support areas in Alberta with travel required approximately 40% of the time throughout the region. The role will be assigned to the Calgary office. However, the successful candidate would reside in the Calgary, Red Deer or Edmonton area. Primary Duties Provide support to the assigned District Leader teams and to the Agency Director of the area in the 3 main categories for business growth and development, that are related to Quality Business, Sales Engagement and Persistency. Quality Business (QB) - Inspection of the business sold, Sales practices and other QB items. Sales Engagement - Tools & technology utilization, self- service adoption, various request calls and training/refresh on various business subjects Persistency - Conception of the plan, Strategy to deploy and Implement the plan to increase the retention of the district business area. Liaison between Head Office, the Divisional/Regional offices and the Independent Contractors with regards to inform and implement properly the communication, new processes and all business aspects that are related to/involving the Independent Contractors. Follows Insurance Industry requirements, the Company regulations and make the necessary recommendations affecting the quality and growth of the DL/Regional Operations. Ensure compliance of the Company’s operations in accordance with the regulatory authorities within the Province(s). Conduct verification and work with compliance department to report any irregularity. (financial irregularities, unacceptable business practices, quality business, underwriting violations, etc.) and make recommendations. Follow up and ensure corrective measures are implemented for District field audits. Take corrective action on repetitive red flags. Work with legal, government and law enforcement agencies as needed. Monitor competitive situations / representative system usage. Statistics and Performance reporting. This position reviews, discusses, recommends, helps with the implementation, course of action in support of Quality, Sales growth and Development with the Agency Director and DL team. Qualifications Requires undergraduate degree. 3-5 years of sales experience and administrative experience would be an asset. Accounting experience considered an asset. Proficient in MS Office (Excel, Word, PowerPoint). Flexibility to travel within assigned DL’s & Regions as per business requirements. Must have own car for travel, will be reimbursed associated expenses. Excellent communication and presentation skills with ability to speak in front of a group of people. Excellent organizational skills to meet deadlines and the ability to work independently with limited direction. Insurance license would be an asset.

What you’ll do

Support District Leader teams in driving business growth through quality business inspection, sales engagement, and persistency strategies. Act as a liaison between head office and independent contractors while ensuring regulatory compliance within the province.

Requirements

Requires an undergraduate degree and 3-5 years of sales experience, with administrative or accounting experience considered an asset. Must possess a vehicle for regional travel and demonstrate excellent communication and organizational skills.

Listed skills

• Performance Reporting · Preferred
• MS-Office · Preferred
• Stakeholder Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales Enablement
• Business Development
• Compliance Monitoring
• Performance Reporting
• Presentation Skills
• Organizational Skills
• MS Office
• Stakeholder Management
• Audit Follow-up
• Insurance Licensing

Job areas

• Sales
• Administrative
• Finance & Accounting
• Management & Leadership
• Legal