Posted Monday, August 24, 2026 at 4:00 AMThe OpportunityAt Equitable, we believe great things happen when we work together. We're a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you're passionate about making a difference and growing your career in an inclusive and collaborative environment, we'd love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.This is a high-impact opportunity to support the Insurance Distribution team by enabling Sales Directors to drive advisor engagement, strengthen loyalty, and improve sales performance within the WFG channel. As a Sales Operations Specialist, you will work closely with Sales Directors and senior leadership to deliver critical operational, analytical, and coordination support across internal teams and external partners.In this role, you will own key processes such as month-end execution, advisor recognition programs, reporting, and stakeholder coordination, while identifying opportunities to improve efficiency and deliver meaningful business insights. It's an ideal role for someone who thrives in a fast-paced, team-oriented environment and is looking to make a direct impact while building strong operational and analytical expertise. Join one of the region's top employers and be part of something that truly makes a difference.Work ArrangementsYou will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis.



Sales related roles may be required to travel based on the assignment.What you'll doManage the Month-End Escalation process, ensuring timely resolution, prioritization, and stakeholder communicationMaintain and improve escalation procedures; analyze trends and provide reporting on outcomes and opportunitiesExecute Advisor Reward & Recognition programs, including tracking, fulfillment, and reportingDevelop dashboards and reports to support advisor performance visibility and business insightsCoordinate WFG events, calendars, and leadership participation, including logistics and communicationsAdminister Marketing Allowance (MA) budgets, including tracking, reconciliation, reporting, and payment supportCoordinate priority outbound communications and follow-ups to support compliance and reduce policy issuesMaintain accurate EVC hierarchy data and partner with internal teams on advisor-level reportingIdentify and implement process improvements to enhance efficiency, accuracy, and stakeholder experienceWhat you'll bringExperience in sales administration, operations, or analytics with strong reporting capabilitiesExcellent organizational and time management skills in a rapid-paced,



deadline-driven environmentAdvanced Excel and Microsoft Office skills with strong data analysis abilitiesStrong critical thinking and problem-solving skills with a solution-oriented approachHigh attention to detail and accuracy in data and financial processesAbility to work independently, manage priorities, and exercise sound judgmentStrong technical aptitude and ability to quickly learn new systemsInnovative mindset with a focus on continuous improvementStrong communication and interpersonal skills with the ability to collaborate and influence stakeholdersWhat's in it for youCareer Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a "dress for your day" approachAt Equitable, we're committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected]. We're happy to help.Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.If you're selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what's included.Reports To: Insurance Sales Vice President, World Financial Group Department : Individual Insurance Term: Permanent Full-TimeLocation: ManitobaThis position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy.

📌 Sales Operations Specialist (Alton)
🏢 Equitable
📍 Alton