- 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 current 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)