Titre interne officiel: Représentant des ventes assurance individuelle et services financiers Statut: Régulier Sommaire: As the Individual Insurance and Financial Services Sales Representative, you will report to the Regional Vice President, Individual Insurance and Investment Products – Ontario & Atlantic Canada. Your role will be to build awareness, brand and sales for Beneva in Ontario by developing strong business relationships with advisors, focusing on segmented primary advisors in the MGAs assigned to them. You will succeed at this through understanding the advisor’s needs, offering business building ideas as well as sound product solutions and case consultation where required. You will support the Sales Directors and Back-office Team within the MGA organizations in Ontario West and the GTA in coordinating presentations, activities, & events to further promote Beneva. Vacancy: 1 Permanent Salary range: $78,874 - $112,149/year*This represents the expected hiring range and may not represent the full pay range for the position. The salary offered may be higher than the posted range depending on several factors such as relevant skills, qualifications and experience.

RESPONSIBIIITIES

Build on existing investment and individual insurance product knowledge at Beneva and at an industry level and develop and maintain an expert knowledge of Beneva’s product position in the marketplace. Plan, organize and implement a territory specific sales strategy to acquire new advisor relationships, build on existing relationships and maintain existing key relationships with a segment of advisors who view Beneva as a primary business partner. Develop a sound understanding of the key advisors in the territory and their business model, marketplace, target market and product usage and provide advisors with the support and advice to further develop their businesses. When required, work with advisors on specific case consultation including case development, competitive review, material support and client presentation including to the clients’ professional advisors. Update and report on current relationships and business building activity through an established CRM and sales management process. Develop and deliver one on one or group presentations and supporting materials, to build awareness of the brand and sales for Beneva in the assigned territory of MGA offices, Industry events and Beneva specific events. Promote Beneva’s image and the quality of our products, services and procedures at one on one, group and industry presentations and events. Build awareness in the territory as the representative of Beneva.



Work with MGA offices in the territory to develop strong business relationships, provide Beneva product and service knowledge, and acquire mutually beneficial opportunities to contact recent or potential Beneva advisors of the MGA. Work closely with the Inside Sales Representative and other Individual Insurance and Financial Services Sales Representatives for the region to provide a coordinated process to acquire new advisor relationships, build on existing relationships and maintain existing key relationships. Be aware of key and developing advisor’s business activity to the point that unusual or suspect or non‑compliant activity is recognized and reported to Beneva management and compliance as required. Attend meetings and training sessions organized by the Company and provide constructive feedback on products, services and marketing materials. Participate in the training and integration of new representatives or other department employees when required. Acquire and maintain professional credentials and licenses, and keep up to date on industry related issues, events, and changes or new introductions.

REQUIREMENTS

Degree or Diploma in Business Administration or other relevant degree, an industry designation, or significant work experience Minimum of five (5) years of experience in financial product sales to independent advisors Hold either an Advisor License or an Insurers Representative license that is valid and in good standing (for the province of Saskatchewan only) Strong knowledge of the Life Insurance industry and products is a must Good knowledge of investment products Able to work from home/road in a virtual office environment Ability to travel 50% of the time within given territory License in Life Insurance and/ or a registration to sell Mutual Funds or in the process of undertaking to obtain this is an asset An aptitude for sales and business development, consultative sales and relationship management Excellent verbal and written English communications and presentation skills Bilingualism in French and English is an asset CFP, CLU, CHFC, CFA designations are an asset #LI-ENG #LI-Hybrid





Beneva souscrit au programme d’accès à l’égalité en emploi et encourage les membres des groupes visés à savoir les femmes, les personnes handicapées, les autochtones et les minorités visibles, à soumettre leur candidature.

Raison d'être : Les gens sont au cœur de nos actions. Nous les accompagnons dans leurs projets de vie en leur apportant la tranquillité d'esprit et nous contribuons au bien-être de la collectivité. Suivez-nous sur Instagram ! @beneva.ca Ici, tu peux donner du sens à ton talent en restant pleinement toi-même. On accueille les gens pour ce qu’ils sont et pour ce qui les rend uniques. Parce qu’au quotidien, ces différences-là font du bien à tout le monde. On prend soin de notre monde en offrant un salaire compétitif, un régime de retraite à prestation déterminée, un plan d’assurance collective pour vous et votre famille, un horaire flexible et des vacances pour profiter de la vie. De plus, afin de vous aider à concilier votre vie personnelle et professionnelle, on vous offre de partager votre prestation de travail entre le bureau et la maison: c’est ce qu’on appelle le mode de travail hybride. On vous aime comme vous êtes! C’est pourquoi on valorise les perspectives et les idées variées dans un environnement qui favorise un sentiment d’appartenance et offre l’égalité des chances à tous. Que vous soyez un professionnel expérimenté, un étudiant ou en réorientation de carrière, on a une opportunité pour vous qui souhaitez découvrir ou redécouvrir l’assurance. On vous donne les moyens pour parfaire vos connaissances, développer vos compétences et vous propulser. On veut que vous soyez bien dans votre esprit et dans votre corps. Votre équilibre est primordial pour nous, c’est pourquoi on a une équipe dédiée à la santé et au mieux‑être de nos employés. En plus, on vous invite à bouger, on met à votre disposition un service de télémédecine et un programme d’aide aux employés. On tient à vous garder heureux. Chez Beneva, on respecte la nature avec de multiples initiatives comme des édifices LEED, des ruches et des jardins sur les toits et un environnement sans papier. Nous respectons aussi l’humain en s’impliquant auprès de plusieurs causes sociales. Nous soutenons des actions concrètes pour redonner à la communauté et pour encourager l’engagement social de nos employés. Les gens sont au cœur de nos actions. Nous les accompagnons dans leurs projets de vie en leur apportant la tranquillité d’esprit et nous contribuons au bien‑être de la collectivité. Suivez-nous sur LinkedIn

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📌 Représentant des ventes assurance individuelle et services financiers (Mississauga)
🏢 Beneva
📍 Mississauga