Sales Operations Specialist

The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed 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 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 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. Its 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 one of the regions top employers and be part of something that truly makes a 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 youll do:Manage the Month-End Escalation process ensuring timely resolution prioritization and stakeholder communicationMaintain 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 experienceWhat youll bring:Experience in sales administration operations or analytics with strong reporting capabilitiesExcellent 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 stakeholdersWhats in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were 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 were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible for a discretionary annual incentive award tied to business performance plus a wide range of competitive benefits. If youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: Insurance Sales Vice President World Financial GroupDepartment: Individual Insurance Term: Permanent Full-TimeLocation: National