At a Glance
- Tasks: Drive sales growth by collaborating with advisors and generating new leads.
- Company: Join Canada Life, a trusted leader in financial services.
- Benefits: Competitive salary, health benefits, career development, and community involvement.
- Other info: Dynamic team environment with opportunities for mentorship and recognition.
- Why this job: Make a real impact in the financial industry while growing your career.
- Qualifications: Post-secondary education and 2-5 years in financial services preferred.
The predicted salary is between 58580 - 97630 $ per year.
We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward. As an inside wholesaler, you’ll work closely with the outside wholesaler and the sales support team to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life.
What you will do:
- 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 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.
What you will bring:
- 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.
This position will be located in the Calgary head office. The base salary for this position is between $58,580 - $97,630 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
What we offer:
- 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.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Business Development Manager in Calgary employer: Canada Life
Canada Life is an exceptional employer that fosters a high-performing culture, offering strategic leadership opportunities in compliance and risk management. With locations in vibrant cities like Toronto, London, Montreal, and Winnipeg, employees benefit from a collaborative work environment, comprehensive professional development programs, and a commitment to work-life balance, making it a rewarding place for those seeking meaningful careers.
