Investment Sales Director
About The Position
At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes. The Investment Sales Director is a critical sales role within our investment division. In this role you will be responsible for business development and account management exclusively for our World Financial Group channel of advisors. This will include providing educational presentations, case consultation, sales strategies, product and marketing support to drive sales for the investment division of Equitable. Are you driven, proactive and have a passion for Investment Sales? We want to hear from you! Join one of the region’s top employers and be part of something that truly makes a difference. Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
Requirements
- Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP).
- 5 years of financial industry experience, with experience in marketing to Independent Advisors in an investment insurance environment is preferable
- Previous sales and sales management experience required
- Valid driver’s license and well-maintained vehicle required
- Excellent 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 work varying schedules (including evenings and weekends), travel; including International, travel may comprise up to 65% of the role
Nice To Haves
- A current Life Insurance License is an asset
Responsibilities
- Develop and maintain strong relationships with insurance licensed advisors.
- Meet or exceed sales targets and the number of productive advisor relationships for the Investment product line.
- Build relationships with producers through 1 on 1 meetings both over zoom and in person, seminars, and case consultation
- Deliver presentations to small and large groups of Advisors and distributors
- Territory includes- Quebec, Manitoba, Saskatchewan and Northwestern Ontario up to Thunder Bay
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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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
