Business Development Manager (Inside Wholesaler)
Canada Life Voir toutes les offres
- Calgary, AB
- 58.580-97.630 $ par an
- Permanent
- Temps-plein
- Deliver bottom line wealth sales growth by working in collaboration with our Director, Business Development (Wealth) to generate sales and meet and exceed sales targets
- Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction
- Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
- Lead generation of prescribed conversion rates and sales targets
- Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
- Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
- Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth solutions into their book of business
- Represent the wealth business as an expert consultant in matters related to; the wealth industry, product, regulatory and advice on private wealth solutions
- Provide pre and post-sales support by developing/providing sales strategies, concepts, marketing ideas and support.
- Contribute to and consider new approaches to doing business with advisors and clients
- Post-secondary education in a related field (i.e. Business School or College degree or diploma)
- 2-5 years' experience in the financial services/investment industry preferred
- Industry specific designations such as CSC or IFIC are an asset
- Strong interpersonal/relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
- Excellent social skills and thrives in a team environment
- Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
- Great telephone etiquette with the ability to manage high call volumes
- Negotiation skills; perseverance when encountering discouraging setbacks
- Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.