Regional Life Associate (Internal Wholesaler)

Wawanesa Insurance•Kitchener, ON

10d•CA$70,000 - CA$80,000•Hybrid

About The Position

Independent insurance advisors in Canada have a great deal of choice when selecting a provider for their client’s insurance need. The regional life associates’ roles is to ensure Wawanesa and its suite of insurance solutions are prominently featured to our contracted brokers and prospective brokers’, to help Wawanesa Life win business. This is done through a proactive combination of advisor service, case consultation and relationship building. Through a primarily virtual and phone-based presence, the regional life associate, will act as a representative of Wawanesa in all distribution activities. This includes, supporting advisors new business needs and inforce policy inquiries. The regional life associate will partner closely with their assigned regional life managers to build a comprehensive business plan to support and grow the assigned territory through advisor growth goals, new advisor prospecting, coordination of advisor interactions and marketing initiatives.

Requirements

Prior insurance sales experience
LLQP designation (or willing to complete)
Post-secondary education in related discipline
Strong communication, organizational, and relationship-building skills
Proficiency in Microsoft Office platform and Salesforce
Comfortable in a high paced, results oriented environment

Nice To Haves

Industry designations (CFP, CLU, CHS, etc.) considered an asset

Responsibilities

Promote Wawanesa Life to advisors in a competitive marketplace.
Support your aligned external wholesalers (Regional Life Manager) within the assigned territory.
Build relationships with advisors in the assigned territory (largely over the phone or virtually) while taking direction from the external wholesalers in the territory.
Call on advisors to notify them of campaigns, promotions, sales opportunities.
Develop stagnant or underperforming advisors and grow share of business from all advisors in the territory.
Prospect for new advisor relationships through use of Wawanesa value proposition and centers of influence.
Provide case consultations for advisors, including building quotes/illustrations, give product advice and/or offering training/education.
Work with internal partners (operations, administration, underwriting, etc.) to achieved desired production results.
Proactively communicate and serve advisors in assigned territory. This includes meeting minimum number of weekly proactive sales calls/meetings.
Develop advisor reporting to help identify opportunities in the assigned territory.
Book required minimum number of meetings for external wholesalers.
Provide marketing material support to advisors and external wholesalers.
Act as a representative of Wawanesa Life in place of external wholesalers at events when they are unavailable.
Help members whose advisors have retired or left the business, with their insurance needs or questions.