Department: WFG – Location: Greater Calgary or Edmonton Area (remote)
Responsibilities
Proactively develop and maintain key relationships within the region.
Liaise between producers/advisors and head office to ensure highest standard of service.
Identify training needs and recommend sales/marketing solutions focused on maximizing sales.
Provide marketing, product and administrative support including sales calls and database development.
Implement and sustain a call rotation and activity level that allows focusing on key advisors while supporting WFG offices and staff.
Provide basic training through one‑on‑one sessions and large group presentations.
Attend WFG related events (in person and virtual) throughout the year (occasional evenings and weekends may be required) and support WFG offices when necessary.
Work virtually from home base in the Greater Calgary or Edmonton Area, with occasional visits to WFG offices in the territory when required.
Qualifications
Proven problem solving, customer service and organizational skills.
Knowledge of the Canadian life insurance industry and products with at least 3‑4 years of experience; sound knowledge and application of Universal Life Insurance (UL) is preferred.
University degree or equivalent work experience.
Proven ability to seek and identify new business opportunities.
Proven ability to build on existing business.
Ability to forecast needs of Sales Directors and producers/advisors.
Solid business acumen.
Excellent communication and presentation skills – both verbal and written.
Effective time management skills with the ability to manage numerous relationships well.
Highly motivated with a desire to be successful.
Awareness and integrity related to the team’s compliance management activities.
Ability to work independently and in a team environment.
Compensation
$66,500 to $85,000 plus a competitive sales bonus target paid quarterly.
Benefits
A fantastic vacation plan and time off.
A pension plan with 100% match by ivari.
Employee savings plan with 75% match to help you save even more.
Adaptable and hybrid work arrangements.
Opportunities for career development.
Recognition programs to cheer you on, motivate and reward.
Wellness programs to keep you healthy and happy.
EEO Statement
We are committed to inclusivity and provide equal prospects to prospective and current employees without discrimination.
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📌 Associate Sales Director Calgary
🏢 ivari Canada
📍 Calgary
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