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.
Advantages
- 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.
- Flexible and hybrid work arrangements.
- Opportunities for professional 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 opportunities to prospective and current employees without discrimination.
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📌 Associate Sales Director (Calgary)
🏢 ivari Canada
📍 Calgary
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