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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance sales and relationship management, leveraging data analytics and Salesforce to drive business growth. Proficient in both English and French, with strong organizational and communication skills to effectively engage advisors and support sales opportunities.
Highest-signal resume keywords
2+ Years Insurance/Sales ExperienceLLQP DesignationSalesforce ProficiencyMicrosoft Office ProficiencyBilingual Communication (English and French)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance SalesData AnalyticsSalesforceMicrosoft OfficeExcel Proficiency
Soft Skills
Strong Communication SkillsOrganizational SkillsRelationship-Building SkillsCreativityProblem-Solving Ability
Certifications & Qualifications
LLQP Designation
Industry Keywords
Life InsuranceLiving Benefits InsuranceSales OpportunitiesAdvisor RelationshipsRegional Sales Territory
About the role
Key responsibilities & impact- Proactively engage advisors to uncover and support sales opportunities
- Manage daily tasks to meet productivity goals and advisor needs
- Handle case consultations, illustrations, and product training inquiries
- Use data, analytics, and Salesforce to plan and execute 60-day business cycles
- Collaborate across teams to share leads and ideas
- Partner with External Wholesalers to manage a regional sales territory
- Strengthen advisor relationships
- Identify opportunities to grow individual life and living benefits insurance sales
Requirements
What you’ll need- 2+ years insurance/sales experience
- LLQP designation (or in progress)
- Post-secondary education or equivalent experience
- Proficiency in Microsoft Office
- Intermediate Excel proficiency
- Strong communication, organizational, and relationship-building skills
- Self-starter with creativity and problem-solving ability
- Drive to win
- Required to communicate in English and French
- Valid driver's license required
- Ability to travel occasionally as necessary
Benefits
Comp & perks- Proprietary training program designed to prepare Internal Wholesalers for promotion to External Wholesaler roles
- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
