Internal Business Development Consultant – WFG Canada

Transamerica•Toronto, ON

12d•Hybrid

About The Position

As part of the World Financial Group (WFG) Distribution team, the Internal Business Development Consultant is responsible for partnering with the WFG business development team, field agents, and field leadership to drive increased agent recruiting, licensing, product sales and to enhance the agent experience. This role focuses on increasing field performance, training, and communications to execute on WFG growth strategies. The consultant serves as a technical knowledge resource to enhance field recruiting, new agent activation, and improve recruit-to-license, license-to-sale, and first-time producer ratios. They implement inbound and outbound call strategies to drive life and annuity/seg fund sales and increase agent engagement.

Requirements

Two years of sales/distribution and financial services industry experience
Life license, or ability to obtain within 6 months
Understanding of the life insurance industry, securities business, agency operations, and regulations
Outstanding relationship building skills to motivate and encourage recruits and agents
Excellent oral/written communication, presentation, and listening skills
Technical aptitude to learn and train others on WFG platforms
Proactive and independent thinker able to take accountability for tasks and commitments
Attention to detail and the ability to quickly adapt in a rapidly changing environment
Problem-solving and decision-making skills
Organizational skills to manage time and resources

Nice To Haves

Bachelor’s degree in a business field
Bilingual: English/French/Spanish/Punjabi (oral and written) as required in some territories
Understanding of WFG agency model, company departments and functional areas
Life & Health license
Mutual Fund licenses

Responsibilities

Drive WFG life and annuity/seg fund sales growth aligning with the WFG Business Development team to achieve results and execute on activity goals to increase licensed agents, first time producer sales, multi-ticket, and multi-product sales.
Drive increased recruit-to-license and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments.
Provide training and troubleshooting activities on contracting and licensing procedures, new business, underwriting procedures, sales concepts, and end-to-end sales processes.
Provide orientation and training on WFG systems, websites, and other digital tools.
Deliver messaging, updates, incentives, etc. regarding WFG supported products, services, and resources to drive sales growth and meet retention objectives.
Support marketing, training, and sales event activities focused on enhancing the experience of new recruits and new agents.
Achieve performance measures/metrics and adhere to quality standards that align with business objectives.
Achieve/exceed financial goals and targets.
Recommend and initiate approved improvements to processes and procedures.

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs