At a Glance
- Tasks: Drive growth by building partnerships and managing client acquisition in the wealth industry.
- Company: Join ClearEstate, a leader in redefining estate planning and settlement in Canada.
- Benefits: Competitive salary, commissions, fully funded benefits, 4 weeks vacation, and flexible work options.
- Other info: Hybrid work model with opportunities for travel and professional growth.
- Why this job: Make a meaningful impact while working with passionate professionals in a supportive environment.
- Qualifications: Sales experience, strong presentation skills, and a passion for partnership management.
The predicted salary is between 140000 - 160000 $ per year.
To effectively cover the territory of this job position, the candidate should be located within the Waterloo (Kitchener, Waterloo, Cambridge) or Halton (Burlington/Oakville) areas.
Territory: West GTA + Midwest & Southern Ontario.
Contract: Full-time, permanent
Work environment: Hybrid – Remote work from home, travel, and office work
Position Overview
You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads.
You will work alongside a team of dedicated, high-performing professionals, making a tangible impact on the success of Clear Estate and the lives of families in need.
Key Responsibilities
- Build and maintain relationships with strategic partners (financial advisors and credit unions) within the territories of West GTA + Midwest & Southern Ontario, through sustained outreach, field presence, presentations, and training on the Clear Estate offering.
- Achieve business growth by nurturing relationships and creating new ones.
- Promoting new and/or enhanced processes/tools.
- Educating on Clear Estate's value proposition to existing/prospective partners and their clients.
- Escalating technical or complex requests to the appropriate Subject Matter Experts.
- Enable partner engagement by providing ongoing support, marketing tools, and content.
- Increase referral frequency and retention by fostering strong partnership relationships.
- Develop effective sales strategies to facilitate customer and partner expansion.
- Collaborate with marketing and product teams on brand and product development initiatives, and communicate key partnerships insights to improve the Clear Estate platform, solutions and service offering.
- Be the local expert for all aspects related to key partnership management and sales, and proactively identify and report any potential issues that may jeopardize the success of a partnership.
- Demonstrate and achieve sound knowledge of the Estate Planning and Settlement process.
- Be the subject matter expert for Clear Estate services to assigned partners.
- Own a personal quota within the assigned territory.
- Perform client consultations as required to support the primary consultation team.
- Flexibility to travel 6-10 days per month within your territory, to relevant conferences, or the MTL HQ.
What We Offer
- The opportunity to be a part of something big and meaningful with a positive impact.
- Opportunities for growth and access to a great network of professionals.
- Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
- Market-leading expense reimbursement policy.
- Promotion of work-life balance with 4 weeks vacation and 6 flex days.
- A friendly work environment that has diversity and inclusion at the heart of our priorities.
Who You Are
- Passionate, organized, and self-driven. Determined to achieve objectives.
- Must present oneself in a professional manner, in both appearance and communication style. Strong presentation skills are a must-have.
- Sales and/or business development experience.
- Experience in financial services, insurance, or asset management is a bonus.
- Must be comfortable with a hybrid role, and utilization/demonstration of technology solutions.
- An active listener, dedicated to best partnership practices.
- Competent in managing key partnerships and other stakeholders.
- You have a valid driver's license.
- Bilingual (English and French) is an asset, but not required.
Who We Are
Clear Estate is redefining estate planning and settlement in Canada.
We're looking for driven individuals who want to make a real difference, helping people plan for life's most important moments.
Join us in transforming how families across North America navigate the estate process—with clarity, confidence, and care.
This role will focus on the expansion of Clear Estate's distribution through wealth and insurance advisors, as well as providing support for existing advisory partners and their clients.
Clear Estate's mission is to provide compassionate guidance in life's most important moments.
We empower families and executors with a transparent, tech-enabled approach to estate planning and settlement—offering clarity, confidence, and support every step of the way.
Clear Estate respects individual differences and guarantees equal opportunities and inclusion.
Therefore, all applications are treated equally and recruitment is based solely on skills and experience.
Accessibility accommodations offered upon request.
Business Development Manager – Ontario in Alton employer: Diagram
Nesto Group is an exceptional employer that fosters a dynamic and collaborative work culture, perfect for innovative minds eager to make an impact in the Salesforce ecosystem. With a focus on employee growth, we offer continuous learning opportunities and the chance to work on cutting-edge projects in a fast-paced environment. Located in a vibrant area, our team enjoys a supportive atmosphere that values creativity and teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
