Inside Sales Representative
CANADA PROTECTION PLAN
Vancouver, BC

Job Summary:

The Inside wholesaler is primarily responsible for proactively contacting both existing and new prospects within the MGA and WFG distribution channels to promote the Canada Protection Plan product offering. They work closely, and in partnership with the Regional Vice President (RVP).

*This role is dedicated to work from home

*50% of this work schedule will include evenings and weekends

Accountabilities include:

  • Collaborate with the RVP through dedicated telephone activity, to support and enhance the sales efforts and the development of long-term relationships with financial advisors
  • Work in partnerships with the RVP to develop and implement a territory business plan
  • Use their in-depth knowledge of life insurance products and concepts, along with their interpersonal skills to increase sales and build long-term relationships
  • Actively generate and develop new business relationships through prospecting calls; minimum 10 prospecting conversations per day
  • Actively book client meetings and branch presentations for the RVP
  • Support the RVP by promptly following up on meetings and events
  • Create email blasts with pertinent marketing and product information
  • Populate the CRM system with all the information retrieved during phone calls and meetings
  • Assist RVP in the segmentation of the client database
  • Actively share sales ideas with colleagues and support team initiatives
  • Be involved in special projects as needed
  • Promote Canada Protection Plan insurance solutions through presentations, seminars and other approaches
  • Other duties as required

Knowledge/Experience/Skills:

  • Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics
  • CFP and/or LLQP
  • Cold-calling background is a significant asset
  • Excellent communication and presentation skills
  • Pro-active and self-motivated
  • A minimum 2 years’ experience in inside sales experience

At Canada Protection Plan., we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a diverse workforce and we are an equal opportunity employer.

If you require an accommodation, Canada Protection Plan will provide reasonable accommodations, accessible formats and communication support upon request to all candidates with disabilities who take part in all aspects of the recruitment and selection process.

Job Types: Full-time, Permanent

Experience:

  • Sales: 2 years (Preferred)