At Equitable Life of Canada, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.
Department: Savings and Retirement (S&R)
Reports to: Vice President National Investment Sales
Location: Greater Vancouver
Fluency in Mandarin or Cantonese is a requirement for this role
The Opportunity:
The Regional Investment Sales Manager is a critical sales role within our Savings & Retirement division. In this role you will be responsible for business development and account management of key MGA, AGA and Advisor relationships in the Greater Vancouver Area. This will include providing sales, product and marketing expertise to select advisors in the territory in order to drive sales of Equitable Life’s Segregated Fund and Annuity products, with a focus on the Mandarin and Cantonese speaking community.
What you’ll do:
Manage relationships with Cantonese and Mandarin speaking MGAs and Advisors in the British Columbia territory
Achieve sales targets for Segregated Funds and Annuity products
Introduce new Advisors to Equitable Life’s investment products
Build relationships with producers through seminars, case consultation and joint fieldwork
Deliver presentations to small and large groups of Advisors
Provide product and marketing concept training to Advisors
Travel throughout the territory to meet clients and foster relationships
What you’ll need:
5 years of financial industry experience, preferably with experience in marketing to Independent Advisors in a segregated or mutual fund environment
Fluency in either Mandarin or Cantonese language
Strong previous results in sales and sales management are required
CFP, CLU, CHFC, TEP, designation preferred
Highly developed interpersonal, analytical and presentation (written & oral) skills
University or College degree in business would be an asset
To learn more about Equitable Life, we encourage you to explore our organization.
At Equitable Life, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [email protected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.