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Bilingual Insurance Sales Director (English/French)

  • NS, Canada
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Job details

Experience
Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment
Posting language
English
Posted

Original job description

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

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

What you’ll do:

  • 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

What you’ll bring:

  • Fluency in both French and English is required for this position, including the ability to speak, read, and write proficiently in both languages
  • 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

What’s in it for you:

  • 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

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a sales incentive program, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Insurance Sales Vice President, World Financial Group
Department: Individual Sales
Term: Permanent Full-Time
Location: Nova Scotia



This position is open and we are excited to find the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.

More about this job

Responsibilities

The Director will build relationships with insurance advisors and producers through one-on-one meetings, seminars and case consultation. They will meet sales targets for universal, whole, term and critical illness life insurance and present to small and large groups of advisors.

Requirements

Equitable needs a fluent bilingual candidate in French and English, with a post-secondary education or professional designation such as CFP, CLU, CHFC or TEP, at least 5 years in financial services including marketing to independent advisors, and prior sales management experience.

Skills

  • Sales management
  • Insurance product knowledge
  • Relationship management
  • Business development
  • Negotiation
  • Presentation skills
  • Case consultation
  • Time management
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Bilingual communication (French and English)
  • Analytical thinking
  • Advisor recruitment and support

Benefits

  • Car allowance
  • Work travel expense program
  • Annual salary reviews
  • Employer-paid benefits
  • Pension matching
  • Career growth and learning sessions

Categories

  • Sales
  • Finance & Accounting
  • Insurance
  • Management & Leadership

Keywords

  • insurance sales director
  • life insurance sales
  • health insurance
  • independent advisors
  • WFG
  • World Financial Group
  • channel sales
  • business development
  • account management
  • bilingual French English
  • sales management
  • universal life
  • whole life
  • term life
  • critical illness
  • CFP
  • CLU
  • CHFC
  • TEP
  • financial services

Seniority

Manager

Perks

  • Generous paid time off
  • Retirement plan
  • Performance bonus
  • Remote work allowance

Licences and certifications

  • CFP
  • CLU
  • CHFC
  • TEP

Tools

  • PowerPoint
  • Outlook
  • Word
  • Excel

Languages

  • English
  • French

Own vehicle

Yes

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