Business Development Manager

The Canada Life Assurance Company • Rancho Cucamonga, CA

3d • Hybrid

About The Position

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 (Business Development Manager), you’ll work closely with the outside wholesaler (Director Business Development ) and the sales support team to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life.

Requirements

• 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

Nice To Haves

• Industry specific designations such as CSC or IFIC are an asset

Responsibilities

• Deliver bottom line wealth sales growth by working in collaboration with our Directors 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree