Deliver training to Financial Advisors on Canada Protection Plan and Foresters Financial products, services, software, as well as the completion of all applications and forms.
Initiate phone contact with advisors to begin or expand on existing relationships
Work in collaboration with Regional Sales Directors in executing a Marketing and Sales Plan for the region to generate sales and develop new business
Use of in-depth knowledge of our products and the insurance industry in general, and interpersonal skills to increase sales and onboard new business
Create, revise, and deliver presentations using Power Point software and Zoom
Manage and respond to inquiries through telephone, email, or in person in an accurate, timely, and professional manner
Attend planned events, webinars, and office trainings for advisors during evening and weekend hours, as required
Follow up as required on specific case situations with New Business, Underwriting, and Client Service to resolve outstanding concerns and support the territory
Create broadcast emails with pertinent marketing and product information
Participate in national, regional, departmental and project group meetings, sharing feedback and information
Involved in special projects as required

Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics
Minimum 2 years of sales experience, preferably in the Financial Industry
Excellent knowledge of insurance products, and insurance industry trends and conditions
Strong presentation and public speaking skills
Excellent interpersonal skills, ability to handle a wide variety of advisors professionally
Ability to influence and motivate
Superior organization and planning skills
Proactive and self-motivated, able to manage multiple priorities in a fast-paced environment
Ability to work independently and as part of a team
CFP and/or LLQP is an asset
Bilingual is an asset

Equal Opportunity Employment and Inclusion
Accessible candidate experience for prospective employees with different abilities

Inside Sales Representative

Key skills