About Quinn Advisory Group

We are building something differentatQuinn. Our team blends sharp thinking with genuine care, and we believe the best ideas come from open minds working together. If you are looking for meaningful work, collaborative people, and the space to grow, you are in the right place.

Group benefits in Calgary. Built on relationships.Backedby experience. At Quinn Advisory Group, we bring decades of industryexpertiseto every conversation. We understand the challenges businesses face across Canada, and we are here to make the process of choosing the right employee benefits and group insurance plans more manageable.

Our approach is thoughtful, flexible, and tailored to what matters most to you. Whether you are building a new plan or fine-tuning an existing one, we will work with you to create a personalized benefits solution that truly fits your business. About the Role

As a Business Development Representative, you will generate and qualify new business opportunities for Quinn Advisory Group's Advisors through outbound prospecting, inbound lead follow-up, referrals, and qualifying conversations. You will connect with business owners, HR leaders, and otherdecision-makersto understand their needs and book qualified appointments for the advisory team. This is a B2B prospecting and pipeline-building role.

It does not involve closing sales or making product recommendations, but it does offer a clear path toward LLQP licensing and a future advisory career for someone who wants to grow in that direction. What to Expect in Your First 3 Months

First 30 Days

Complete onboarding and prospecting training Develop an understanding of Quinn Advisory Group's products, services, and target client profile Demonstrate company values and collaborative behaviors First 60 Days

Establish a consistent daily prospecting rhythm targeting businessdecision-makers Demonstrateproficiencyin using CRM and lead tracking tools Consistently conduct effectiveinitialoutreach calls and qualifying conversations with business prospects First 90 Days

Begin exploring LLQP licensing requirements as a step toward future certification Build a reliable process for booking and confirming qualified appointments with QAG Advisors Build productive working relationships with Advisors to ensure clean handoffs WhatYou'llDo

Prospecting & Lead Generation





Generate new business opportunities through high-volume outbound calls, inbound inquiries, referrals, and lead follow-uptargeting business owners, HR leaders, and other keydecision-makers Conduct initial outreach toidentifyprospective businesses' group benefits and financial protection needs Qualify leads against defined criteria before handoff to a QAG Advisor

Book and confirm qualified appointments for the advisory team Develop and execute a personal prospecting plan to grow B2B lead volume Maintain a strong, active pipeline of business prospects at various stages of qualification

Relationship & Handoff Management

Provide QAG Advisors with clear,accuratecontext on each qualified business prospect Follow up on leads that are not yet ready to ensure no opportunity is lost Maintain professional, consistent communication with business prospects throughout the qualification process Support re-engagement of dormant or previously unqualified leads Market & Product Awareness

Maintain working knowledge of QAG's group benefits and advisory offerings to speak credibly with business prospects Stay informed of industry trends relevant to B2B prospecting conversations Share market intelligence and prospect feedback with the sales and leadership team Administration & Compliance

Maintainaccurateprospect and lead records within CRM and other systems Ensure all outreach activitycomplies withapplicable privacy and communication regulations Follow established procedures for lead documentation and handoff Collaboration

Partner with QAG Advisors and administrative teams to deliver a seamless prospect experience Participate in team meetings, training programs, and professional development initiatives Other duties as assigned WhatWe'reLooking For

Post-secondary education in Business, Sales, Communications, or a related field preferred LLQP (Life License Qualification Program)



certification is notrequiredto start; willingness to pursue licensing as the role progresses is an asset 1+ years of experience in outbound prospecting, business development, telemarketing, or a related B2B lead generation role

Experience handling high-volume telephone calls is an asset Demonstrated success meeting or exceeding activity or lead generation targets Experience using CRM systems and lead tracking tools Experience conducting qualifying conversations and needs identification with business stakeholders

Experience and comfort performing a high volume of daily outbound calls Critical Competencies

You will succeed in this role if you are: A Client Centric professional:Prioritizes andtakes actionbased on the needs of both internal and external clients. Exhibits a positive, can-do attitude, takes ownership, and consistently strives to meet or exceed client expectations.

An Effective

Communicator:Communicates clearly, positively, and respectfully. Builds relationships through tact and diplomacy and adapts communication style to different audiences and situations. Skilled in Prospecting & Relationship Building:Proactively networks, develops referral sources, andidentifiesgrowth opportunities through a consultative, value-focused approach to B2B outreach. An Organized professional:Invests time in upfront planning to achieve goals andobjectives. Effectively prioritizes work, manages multiple responsibilities, andmaintainsaccuraterecords and follow-up activities. A Resilient skilled:Comfortable with rejection and quickly able to move on to the next opportunity. Maintains consistent activity levels and a positive attitude through high-volume outbound work.

Compensation The estimated annual base salary for this role will be based on experience. Individual compensation isdeterminedby job-related skills, relevant experience, and education or training. This amount reflects base salary only and does not include the full total rewards package offered by Quinn Advisory Group.

Why Join Us A clear path into a full advisory career for those who want to grow into licensing and closing A supportive culture, with opportunities to grow, and where team members feel valued and empowered to thrive The opportunity to build foundational B2B sales skills in a structured, coached environment

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