Director, Insurance Sales

EquitableCalgary, AB
Remote

About The Position

At Equitable, work is a place where employees feel supported, inspired, and empowered to grow in a caring and collaborative environment. Curiosity is encouraged, passion is recognized, and contributions matter, creating meaningful impact for clients, communities, and each other. Equitable is a Canadian mutual company driven by purpose, focusing on putting people first and helping Canadians protect today and prepare for tomorrow. The company fosters a culture built on care, passion, and curiosity, striving for excellence and welcoming new ideas. The Director, Insurance Sales, WFG is a critical sales role within the Individual Life and Health Insurance division, responsible for business development and account management exclusively for the WFG channel of advisors. This includes providing case consultation, sales, product, and marketing support to drive sales for Equitable's life and health insurance division. The role offers an opportunity to join a top employer and make a significant difference.

Requirements

  • Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment
  • Previous sales and sales management experience required
  • Valid driver’s license and well-maintained vehicle required
  • Exceptional negotiation skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • Superior time management and organizational skills
  • Highly developed interpersonal, analytical and presentation (written and oral) skills
  • Ability to travel, approximately 20% of the role, including Internationally
  • Ability to work varying hours, including evenings and weekends

Responsibilities

  • Develop and maintain strong relationships with insurance focused advisors
  • Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI)
  • Build relationships with producers through 1 on 1 meetings, seminars and case consultation
  • Deliver presentations to small and large groups of Advisors and distributors

Benefits

  • Career Growth: Regular learning sessions and development opportunities
  • Total Rewards: Competitive sales incentive program, car allowance, work travel expense program, annual salary reviews, employer-paid benefits and pension matching
  • Time Away: Competitive vacation plus one paid volunteer day each year
  • Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach
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