The Inside wholesaler is primarily responsible for proactively contacting both existing and new prospects within the WFG channel to promote the Canada Protection Plan product offering. They work closely, and in direct support of the Regional Vice President (RVP). This role is a work from home position.
- 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 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
- 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
- Other duties as required
- 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
- Varied work schedule including evenings and weekends is required
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.
Thank you for your resume. However only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
- Sales: 1 year (Preferred)
- customer service: 1 year (Preferred)