Insurance Sales Director

About This Role

The Director, Insurance Sales, WFG is a critical sales role within the Individual Life and Health Insurance division, responsible for business development and account management exclusively of the WFG channel of advisors. This role involves providing case consultation, sales, product, and marketing support to drive sales for the life and health insurance division.

Responsibilities

• Develop and maintain strong relationships with insurance-focused advisors
• Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI)
• Build relationships with producers through 1 on 1 meetings, seminars, and case consultation
• Deliver presentations to small and large groups of Advisors and distributors

Requirements

• Post-secondary education and/or applicable professional designation (i.e., CFP, CLU, CHFC, TEP)
• Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment
• Previous sales and sales management experience required
• Valid driver’s license and well-maintained vehicle required
• Exceptional 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 travel, approximately 20% of the role, including Internationally
• Ability to work varying hours, including evenings and weekends

Benefits

• Regular learning sessions and development opportunities
• Competitive sales incentive program
• Car allowance
• Work travel expense program
• Annual salary reviews
• Employer-paid benefits
• Pension matching
• Competitive vacation plus one paid volunteer day each year
• Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

Important Details

• Schedule: varying hours, including evenings and weekends
• Contract: permanent full-time
• Team: Talent Acquisition team, recruiters, and hiring managers
• Travel: approximately 20% of the role, including Internationally

Application Process

• Complete a background screening in accordance with company policy

About the Company

Equitable is a Canadian mutual company driven by purpose, putting people first and helping Canadians protect today and prepare for tomorrow. The company is committed to fair pay and an inclusive, accessible hiring experience.