Sales Operations Specialist

The Opportunity: At Equitable our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy act with intention stay curious and support one another every step of the way. If youre looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard and your growth is encouraged wed love to connect. This role is a key contributor to the success of the Individual Insurance sales team providing critical administrative and operational support to sales leadership and the sales team. You will play an integral part in planning reviewing and executing initiatives that drive sales growth and advisor engagement. Join one of the Waterloo Areas Top Employers for 2025 and Southwestern Ontarios Top Employers for 2024 and be part of something that Title: Sales Operations Specialist Reports To: Director Distribution Planning & StrategyDepartment: Sales Term: Permanent Full-TimeWork 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 will be doing:Collaborate with sales leaders and the sales team to plan and organize advisor roadshows educational events and internal sales and book venues speakers and entertainment as event logistics including catering materials and marketing distribute and track invitations for events and presentation and administrative support to Sales required act as onsite coordinator during events serving as the primary point of contact for questions and last-minute post-event follow-up and ensure timely processing of invoices for and update the national sales calendar including key events and targeted regional onboarding processes for new sales team members and manage distribution of marketing materials and sales hoc reporting as requested by sales leadersWhat you will bring:At least 3yearswork experience in the financial services industry with admin client service or marketing experience or an equivalent combination of education and Office products (Excel WordPowerpoint) with the ability to extract and manipulate dataExceptional prioritization and time management skillsAdaptability and flexibility when dealing with changing priorities and tight ability to multi-task show initiative andanticipateneeds in a proactive mannerAbility to work independently and in a team environmentStrong interpersonal skillsStrong writtenand verbalcommunication skillsNegotiation and influencing skillsExcellent attention to detailand follow aspects of this role interact directly with sales and the suchitsimperative that care and precision are made in all communications and reporting experience and/or strong desire to learn and grow this skillsetNice to haveKnowledge of the life insurance industryFamiliarityand/orprevioususe ofCustomer Relationship Management (CRM) toolsand Microsoft Power BI dashboardsWhats in it for you:A workplace where care passion and curiosity arent just values theyre how we work grow and succeed together every day;A healthy work-life balance with employee wellness top of mind;Annual bonus program annual vacation allowance and company-paid benefits program;Generous vacation package with one volunteer day to give back to a charity of your choice;Immediate enrollment in the companys pension program with employer matching;Employee resource groups that support an inclusive work environment;Tuition support and specialized program assistance; An onsite full-service cafeteria with a variety of daily options;Discounts on company products and services and access to exclusive employee perks; andRegular EQ Together events focused on company togetherness and part of the recruitment process candidates may be asked to complete an assessment and will be required to undergo background screening in accordance with company 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 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 included.