Inside Sales Representative

Foresters Financial • Toronto, ON

13d • Hybrid

About The Position

The Inside Sales Representative (ISR) is responsible for increasing overall business results by promoting Canada Protection Plan and Foresters Financial products and services. This role involves delivering training to Financial Advisors on Canada Protection Plan and Foresters Financial products, services, and software, as well as assisting with the completion of applications and forms. The ISR will initiate phone contact with advisors to build or expand existing relationships and collaborate with Regional Sales Directors to execute marketing and sales plans for the region to generate sales and develop new business. Utilizing in-depth knowledge of products and the insurance industry, along with strong interpersonal skills, the ISR will drive sales and onboard new business. Responsibilities include creating and delivering presentations, managing inquiries via phone, email, or in person, and attending evening and weekend events, webinars, and office trainings as required. The role also involves following up on case situations with New Business, Underwriting, and Client Service to resolve concerns and support the territory, creating broadcast emails with marketing and product information, and participating in various meetings to share feedback. Special projects may also be assigned.

Requirements

• 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

Nice To Haves

• CFP and/or LLQP is an asset
• Bilingual is an asset

Responsibilities

• 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.

Benefits

• Discretionary variable incentive plan
• Equal Opportunity Employment and Inclusion
• Accessible candidate experience for prospective employees with different abilities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level