Bilingual (Fr/En) Regional Sales Representative

The Canada Life Assurance Company • Montreal, QC

2d • CA$58,580 - CA$97,630 • Onsite

About The Position

As a Regional Sales Representative, you’ll work closely with the Regional Sales Manager and sales support teams to create greater consistency and accessibility to wholesale support for Advisors associated with Canada Life. This position will be located in the Montreal head office.

Requirements

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
• Post-secondary education in a related field (i.e. business, marketing, psychology, university degree or diploma)
• 2-5 years’ experience in the Financial Services/Insurance industry preferred
• LLQP designation preferred or in process within first few months
• Exceptional interpersonal and relationship-building skills, supported by a strong work ethic that reflects a results-driven, self-motivated, and career-focused mindset. You bring energy, initiative, and a dynamic presence—actively engaged in continuous learning and professional development
• Excellent social skills and thrives in a team environment
• Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
• Great telephone etiquette with the ability to manage high call volumes
• Negotiation skills; perseverance when encountering discouraging setbacks
• Competency in insurance product knowledge, tools and sales concepts
• Self-starter with the ability to pick up concepts quickly
• Creative marketing and problem-solving skills

Responsibilities

• Deliver bottom line insurance sales growth by working in collaboration with our Regional Sales Managers (Insurance) to generate sales and meet and exceed sales targets
• Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a limited amount of face-to-face interaction
• Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
• Support business growth through targeted lead generation and performance-based sales outcomes
• Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
• Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
• Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating insurance solutions for their clients
• Represent the insurance business as an expert consultant in matters related to; the industry, product, regulatory and advice on insurance solutions
• Provide pre and post-sales support by developing/providing sales strategies, concepts and support
• Contribute to and consider new approaches to doing business with advisors and clients

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree