Build on existing investment and individual insurance product knowledge at Beneva and at an industry level and develop and maintain an expert knowledge of Beneva’s product position in the marketplace
Plan, organize and implement a territory specific sales strategy to acquire new advisor relationships, build on existing relationships and maintain existing key relationships with a segment of advisors who view Beneva as a primary business partner
Provide these advisors with the support and advice to further develop their businesses
Work with advisor on specific case consultation including case development, competitive review, material support and client presentation including to the clients’ professional advisors
Update and report on current relationships and business building activity through an established CRM and sales management process
Develop and deliver one on one or group presentations and supporting materials
Promote Beneva’s image and the quality of our products, services and procedures at one on one, group and industry presentations and events
Build awareness in the territory as the representative of Beneva
Work with MGA offices in the territory to develop strong business relationships
Provide Beneva product and service knowledge and acquire mutually beneficial opportunities to contact new or potential Beneva advisors of the MGA

Degree or Diploma in Business Administration or other relevant degree, an industry designation, or significant work experience
Minimum of five (5) years of experience in financial product sales to independent advisors
Strong knowledge of the Investment industry and products
Able to work from home/road in a virtual office environment
Ability to travel 50% of the time within given territory
License in Life Insurance and/or a registration to sell Mutual Funds or in the process of undertaking to obtain this is an asset
An aptitude for sales and business development, consultative sales and relationship management
Excellent verbal and written English communications and presentation skills
Bilingualism in French and English is an asset
CFP, CLU, CHFC, CFA designations are an asset

Insurance and Financial Services Sales Representative

Key skills