Generate sales and build and strengthen new business relationships with potential prospects.

Understand advisors' books of business, including goals and targets, and uncover opportunities to recommend Beneva products.

Develop sales strategies and marketing concepts.

Provide support to Business Development Directors.

Conduct proactive sales activities and provide value-added services through daily telephone contact with existing and recent advisors.

Achieve activity and sales targets, including 25 proactive contacts per week and business planning.

Conduct outbound and inbound communications with advisors.

Assist in developing and managing the region's annual business plan.

Support local sales activities, team meetings, sales events, and industry seminars.

Become an expert in strategies and individual life products.

Achieve local sales targets.

Develop strong relationships with advisors and Business Development Managers.

Update daily activities in the time management system.

Develop a daily call plan to meet sales activities.

Promote Beneva's brand, products, and high-quality service.

Carry out other required tasks.

Requirements

College degree in a related field is an asset.

3 to 5 years of sales / marketing / call center experience in the financial services industry

Strong relationship building and interpersonal skills.





Strong active listening skills — an entrepreneurial approach is key to the role.

Successful completion of industry related courses such CFP, CLU. Must be willing to complete LLQP.

Solid knowledge of financial services industry overall

Coachable and open to ongoing sales training

Excellent command of spoken and written English, French would be an asset.

Core Competencies
Demonstrates expertise in sales strategies and relationship building within the financial services industry, with a focus on achieving sales targets and providing exceptional service to advisors. Proficient in developing business plans and conducting proactive sales activities to drive growth.

Highest-signal resume keywords

Sales Strategy Development

Relationship Building

Financial Services Knowledge

Active Listening Skills

Industry Certifications (CFP, CLU, LLQP)

ATS Optimization Keywords
Hard Skills

Sales Experience

Marketing Concepts

Business Planning

Proactive Sales Activities

Call Planning

Soft Skills

Interpersonal Skills

Coachable Attitude

Entrepreneurial Approach

Certifications & Qualifications

CFP

CLU

LLQP

Industry Keywords

Financial Services

Sales Targets

Business Development

Advisor Relationships

Beneva Products

Tools & Technologies

Time Management System

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📌 Business Development Associate (Ontario)
🏢 Jobtailor
📍 Ontario