Inside Sales Associate

Job summary

The Inside Sales Associate will support the Investment Wholesaling team by generating leads, building advisor relationships, and promoting product knowledge. They will also act as a primary point of contact for partners and provide specialized status reporting.

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. We’re looking for exciting individuals to work in partnership with our Investment Wholesaling team, by providing inside sales support to prospective Advisors, expanding our sales reach to allow our wholesalers to increase overall growth! 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: Conduct sales and provide support for new business for key advisors Generate leads and create new contacts and relationships Create advisor loyalty and trust via constant communication Build and promote product knowledge via webinars Respond to product related inquiries Act a point of contact for Equitable partners Create specialized and monthly status reports Occasional travel may be required What you’ll bring: Relevant experience in the financial industry with a solid understanding of investment products Demonstrated analytical, time-management, problem solving, negotiation and decision-making skills Proven communication skills, including active listening and the ability to communicate clearly both verbally and in writing Demonstrated presentation and training skills Enjoys working in a fast-paced environment with tight deadlines and evolving priorities Experience using Word, Excel, PowerPoint, Outlook and Teams. With the ability to learn and apply new system applications (including BMS and web portals). Flexibility to work outside of regular business hours as required. What’s in it for you: Career Growth: Regular learning sessions and development opportunities. Total Rewards: Competitive sales incentive program, 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 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: Director, Distribution Strategy, Planning and Support Department: Individual Wealth Term: Permanent Full-Time Location: Manitoba 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. #LI-Remote

What you’ll do

The Inside Sales Associate will support the Investment Wholesaling team by generating leads, building advisor relationships, and promoting product knowledge. They will also act as a primary point of contact for partners and provide specialized status reporting.

Requirements

Candidates must have relevant experience in the financial industry with a solid understanding of investment products. Strong analytical, communication, and technical skills in Microsoft Office applications are required.

Benefits

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

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• Training · Preferred
• Teams · Preferred
• Decision Making · Preferred
• Sales · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Lead generation
• Relationship management
• Financial industry knowledge
• Investment products
• Analytical skills
• Time-management
• Problem solving
• Negotiation
• Decision-making
• Communication
• Active listening
• Presentation skills
• Training
• Microsoft Office
• Teams
• Distribution Strategies
• Inside Sales
• Product Promotion
• Curiosity
• Planning
• Microsoft Excel
• Active Listening
• Building Management System
• Decision Making
• Competitive Sales
• Financial Services
• Web Portals
• Problem Solving
• Microsoft Outlook
• Microsoft PowerPoint
• Time Management
• Travel Cost Analysis
• Wholesaling
• Workplace Wellness

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Inside Sales Associate
• Retail Sales Associate (General)
• Shop Sales Assistants
• Retail Salespersons

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