Career Opportunity

Role Title

Purpose of role

Job Description

Key Responsibilities

• Deliver training to Financial Advisors on Canada Protection Plan and Foresters Financial products services software as well as the completion of all applications and forms.
• Prospecting for clients (calls leads referrals) assessing their needs explaining complex product options (life and critical illness) benefits features and costs
• Generating leads through call campaigns networking and following up on provided leads
• Work in collaboration with Regional Sales Directors in executing a Marketing and Sales Plan for the region to generate sales and develop new business
• Building rapport maintaining long term client satisfaction and providing excellent service
• Use of in-depth knowledge of our products participating life insurance and the insurance industry in general and interpersonal skills to increase sales and onboard new business
• Deliver presentations (virtual and in person) that clearly explain life and critical illness products including concepts benefits and features
• Manage and respond to inquiries through telephone email or in person in an accurate timely and professional manner
• Attend planned events webinars and office trainings for advisors during evening and weekend hours as required
• Manage administrative and operational tasks including quotation preparation coordination with operations teams and business settlement
• Involved in special projects as required

Key Qualifications

• Education (minimum required): Bachelors degree in a field such as Commerce Finance Business Administration Economics
• Minimum 2 years of sales experience in the Financial Industry
• Excellent knowledge of life insurance and critical illness products particularly with participating whole life insurance and industry trends and competitor offerings
• Strong presentation and public speaking skills
• Excellent interpersonal skills ability to handle a wide variety of advisors professionally
• Ability to influence and motivate
• Superior organization and planning skills
• Proactive and self-motivated able to manage multiple priorities in a fast-paced environment
• Ability to work independently and as part of a team
• CFP and/or LLQP is an asset
• Bilingual is an asset

# Hybrid

The actual base salary for this position will depend on several factors including job-related skills experience and addition to base pay eligible employees may participate in a discretionary variable incentive plan results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however there may be instances where more than one vacancy is available for the same role.

Equal Opportunity Employment and Inclusion at Foresters Financial we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion Diversity and Equity (IDE) as a core strategic objective for building strong innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process please email in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.