Sales Enablement Field Specialist
Sales Enablement Field Specialist
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Job Description
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
- Quality Business (QB)
- 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 Distric Leader team.
Qualifications
- 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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
