Sales Enablement Field Specialist

This role will support areas in Alberta with travel required approximately 40% of the time throughout the region. The role will be assigned to the Calgary office. However the successful candidate would reside in the Calgary or Edmonton area.

PRIMARY DUTIES

• Provide support to the assigned District Leader teams and to the Agency Director of the area in the 3 main categories for business growth and development that are related to Quality Business Sales Engagement and Persistency.
  • Quality Business (QB)
    • Inspection of the business sold Sales practices and other QB items.
  • Sales Engagement
    • Tools & technology utilization self- service adoption various request calls and training/refresh on various business subjects
  • Persistency
• Conception of the plan Strategy to deploy and Implement the plan to increase the retention of the district business area.
• Liaison between Head Office the Divisional/Regional offices and the Independent Contractors with regards to inform and implement properly the communication new processes and all business aspects that are related to/involving the Independent Contractors.

• Follows Insurance Industry requirements the Company regulations and make the necessary recommendations affecting the quality and growth of the District Leader (DL)/Regional Operations.

• Ensure compliance of the Companys operations in accordance with the regulatory authorities within the Province(s).

• Conduct verification and work with compliance department to report any irregularity. (financial irregularities unacceptable business practices quality business underwriting violations etc.) and make recommendations

• Follow up and ensure corrective measures are implemented for District field audits

• Take corrective action on repetitive red flags

• Work with legal government and law enforcement agencies as needed

• Monitor competitive situations / representative system usage

• Statistics and Performance reporting

• This position reviews discusses recommends helps with the implementation course of action in support of Quality Sales growth and Development with the Agency Director and District Leader team.

• Requires undergraduate degree.
• 3-5 years of sales experience and administrative experience would be an asset.
• Accounting experience considered an asset.
• Proficient in MS Office (Excel Word PowerPoint)
• Flexibility to travel within assigned District Leaders & Regions as per business requirements
• Must have own car for travel will be reimbursed associated expenses
• Excellent communication and presentation skills with ability to speak in front of a group of people
• Excellent organizational skills to meet deadlines and the ability to work independently with limited direction.
• Insurance license would be an asset