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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in individual life insurance and investment products, with a strong focus on building relationships with advisors and Managing General Agencies. Proficient in delivering training, conducting market analysis, and achieving sales targets while upholding compliance standards.
Highest-signal resume keywords
Life License Qualification Program (LLQP) CertificationBusiness Development Experience in Life/Health InsuranceRelationship Management with Managing General Agencies (MGAs)Knowledge of Life Insurance and Wealth/Savings ProductsStrong Analytical and Problem-Solving Abilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentSales ConceptsCase AnalysisMarket Trend AnalysisTraining DeliveryInsurance SolutionsProblem-SolvingSales Target AchievementDigital Tools ProficiencyCustomer Relationship Management
Soft Skills
Organizational SkillsEntrepreneurial MindsetCustomer-FocusedStrong Communication SkillsAutonomy
Certifications & Qualifications
Life License Qualification Program (LLQP)
Industry Keywords
Individual Life InsuranceLiving BenefitsInvestment ProductsWealth ProductsRetirement SavingsCompliance StandardsMarket CompetitivenessNetworking FunctionsSales TechnologiesAdvisor Support
About the role
Key responsibilities & impact- Drive growth and expand brand presence for individual life insurance and investment product lines across Ontario
- Build, nurture, and grow relationships with advisors and Managing General Agencies across the assigned territory
- Prospect, schedule, and lead individual and group presentations
- Represent UV Insurance at industry conferences, professional events, and networking functions
- Promote individual life insurance, living benefits, and investment products
- Create, adapt, and tailor sales concepts to advisors’ informational needs
- Design, organize, and deliver training on insurance solutions, sales concepts, and technology platforms
- Support advisors with case analysis and problem-solving for complex or specialized files
- Monitor market trends and competitive offerings and provide strategic recommendations
- Collect partner feedback to optimize product competitiveness and marketing
- Participate in go-to-market strategies to achieve sales targets
- Coordinate files and follow-up between field partners and internal head-office teams
- Uphold privacy, compliance, and personal data protection standards
- Report to the National Vice-President, Business Development
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Finance, Actuarial Science, or a related field (an asset)
- Life License Qualification Program (LLQP) certification
- 3 to 5 years of business development experience in individual life/health insurance and/or retirement savings
- Proven track record building and maintaining relationships with Managing General Agencies (MGAs) and independent advisors
- In-depth knowledge of life insurance, living benefits, and wealth/savings products
- Willingness and ability to travel frequently by car within the territory
- Complete professional fluency in English, oral and written
- High comfort level with digital tools and sales technologies
- Entrepreneurial mindset, autonomy, and strong organizational skills
- Strong analytical and problem-solving abilities
- Customer-focused and driven to achieve measurable results
Benefits
Comp & perks- Flexible schedule management
- Full-time remote work based in Ontario
- Defined benefit pension plan
- Preferred rates on insurance products
- Comprehensive group insurance plan, including telemedicine
- Annual $485 wellness allowance
- “Healthy Enterprise” certification
- 4 weeks of paid vacation starting upon hire
- 8 personal days per year
- Continuous investment in professional development
- Mentorship
- Opportunities for career advancement
- Paid occasional trips to the Drummondville head office, approximately 4 times per year
