Bilingual Insurance Sales Director

Job summary

The Director will manage business development and account relationships exclusively for the WFG channel of advisors. They are responsible for providing case consultation, product support, and driving sales targets for the Individual Life and Health Insurance division.

Job details

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. The Director, Insurance Sales, WFG is a critical sales role within our Individual Life and Health Insurance division. In this role you will be responsible for business development and account management exclusively of WFG channel of advisors. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable. Join one of the region’s top employers and be part of something that truly makes a difference. Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment What you’ll do: Develop and maintain strong relationships with insurance focused advisors. Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI) Build relationships with producers through 1 on 1 meetings, seminars and case consultation Deliver presentations to small and large groups of Advisors and distributors What you’ll bring: Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP) Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment Previous sales and sales management experience required Valid driver’s license and well-maintained vehicle required Exceptional negotiation skills Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel Superior time management and organizational skills Highly developed interpersonal, analytical and presentation (written and oral) skills Ability to travel, approximately 20% of the role, including Internationally Ability to work varying hours, including evenings and weekends What’s in it for you: Career Growth: Regular learning sessions and development opportunities Total Rewards: Competitive sales incentive program, car allowance, work travel expense program, annual salary reviews, employer-paid benefits and pension matching Time Away: Competitive vacation plus one paid volunteer day each year Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help. Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a sales incentive program, plus a wide range of competitive benefits. If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. Reports To: Insurance Sales Vice President, World Financial Group Department: Individual Sales Term: Permanent Full-Time Location: Quebec This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy.

What you’ll do

The Director will manage business development and account relationships exclusively for the WFG channel of advisors. They are responsible for providing case consultation, product support, and driving sales targets for the Individual Life and Health Insurance division.

Requirements

Candidates must have at least 5 years of financial industry experience with a focus on independent advisors and life insurance. A post-secondary education or professional designation such as CFP, CLU, CHFC, or TEP is required.

Benefits

• Competitive sales incentive program • Car allowance • Work travel expense program • Annual salary reviews • Employer-paid benefits • Pension matching • Competitive vacation • Paid volunteer day

Listed skills

• Time management · Preferred
• interpersonal skills · Preferred
• Account Management · Preferred
• Microsoft Excel · Preferred
• Negotiation · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business development
• Account management
• Case consultation
• Sales management
• Negotiation
• Presentation skills
• Time management
• Organizational skills
• Interpersonal skills
• Analytical skills
• PowerPoint
• Outlook
• Word
• Excel
• Financial industry knowledge
• Life insurance

Job areas

• Sales
• Finance & Accounting
• Management & Leadership