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Empire Life · 2 months ago

Regional Sales Associate, Investments and Insurance

California, United States

Full-time

Hybrid

Mid Level

$81K/yr - $115K/yr

3+ years exp

Empire Life is looking to hire a Regional Sales Associate Investments and Insurance to join their Retail Distribution team. This role involves maximizing territory coverage, driving sales and retention in the insurance and investment markets, and managing relationships with Distribution Partners.

Employee BenefitsFinancial ServicesHealth InsuranceInsuranceLife Insurance

Culture & Values

Responsibilities

Maximize territory coverage by proactively conducting outbound calls to assigned Distribution Partners to uncover needs and promote features and benefits of Empire Life’s Retail products; identify and build new relationships by proactively prospecting untapped and dormant opportunities for assigned segment of Distribution Partners

Drive sales and retention in the insurance and investment markets to ensure defined sales targets are achieved

Manage case development with internal partners and grow existing customer relationships, to promote the sale and retention of Empire Life’s Retail products

Leverage cross-channel sales opportunities by proactively referring business to appropriate channel

Support designated sales team members in achievement of sales targets and business plan execution; provide feedback to management on junior team members performance as well as specific input to performance reviews and development plans

Assist with offsite support and presentations and attend industry events, as required

Contribute to the development of the annual business plan for assigned segment of distribution partners, in collaboration with sales team and management team

Identify and report potential compliance risk issues that may become apparent through regular contact with Distribution Partners and Financial Advisors

Enter updates and notes for Distribution Partner data and communication in the CRM tool to capture activity and leverage on previous sales contact within targeted audience

Build and maintain knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance

Qualification

Sales experienceFinancial services knowledgeLLQP licenseMS Office proficiencyBilingualism (French/English)Customer relations skillsCommunication skillsAttention to detail

Required

3+ years of sales, marketing or client relations experience in the financial services industry

Proficiency with MS Office (Excel, Word, Outlook)

Solid understanding of insurance related products and Canadian financial markets

Undergraduate degree required; business major preferred

LLQP license is required

Well-developed communication skills, both verbally and in writing

Ability to prioritize and balance multiple tasks or projects

Well-developed customer relations and decision-making skills

Strong attention to detail and accuracy

If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada