Sales Operations Specialist

Equitable

1d • CA$51,000 - CA$77,000 • Remote

About The Position

This is a high-impact opportunity to support the Insurance Distribution team by enabling Sales Directors to drive advisor engagement, strengthen loyalty, and improve sales performance within the WFG channel. As a Sales Operations Specialist, you will work closely with Sales Directors and senior leadership to deliver critical operational, analytical, and coordination support across internal teams and external partners. In this role, you will own key processes such as month-end execution, advisor recognition programs, reporting, and stakeholder coordination, while identifying opportunities to improve efficiency and deliver meaningful business insights. It’s an ideal role for someone who thrives in a fast-paced, collaborative environment and is looking to make a direct impact while building strong operational and analytical expertise. Join one of the region’s top employers and be part of something that truly makes a difference.

Requirements

• Experience in sales administration, operations, or analytics with strong reporting capabilities
• Excellent organizational and time management skills in a fast-paced, deadline-driven environment
• Advanced Excel and Microsoft Office skills with strong data analysis abilities
• Strong critical thinking and problem-solving skills with a solution-oriented approach
• High attention to detail and accuracy in data and financial processes
• Ability to work independently, manage priorities, and exercise sound judgment
• Strong technical aptitude and ability to quickly learn new systems
• Innovative mindset with a focus on continuous improvement
• Strong communication and interpersonal skills with the ability to collaborate and influence stakeholders

Responsibilities

• Manage the Month-End Escalation process, ensuring timely resolution, prioritization, and stakeholder communication
• Maintain and improve escalation procedures; analyze trends and provide reporting on outcomes and opportunities
• Execute Advisor Reward & Recognition programs, including tracking, fulfillment, and reporting
• Develop dashboards and reports to support advisor performance visibility and business insights
• Coordinate WFG events, calendars, and leadership participation, including logistics and communications
• Administer Marketing Allowance (MA) budgets, including tracking, reconciliation, reporting, and payment support
• Coordinate priority outbound communications and follow-ups to support compliance and reduce policy issues
• Maintain accurate EVC hierarchy data and partner with internal teams on advisor-level reporting
• Identify and implement process improvements to enhance efficiency, accuracy, and stakeholder experience

Benefits

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Incentive pay, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed