This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Bilingual Internal Wholesaler based in Canada.
This role supports regional sales growth across individual life and living benefits insurance by partnering closely with external wholesalers and financial advisors.
You’ll build and strengthen advisor relationships, identify new sales opportunities, and provide responsive support throughout the sales process.
The position combines proactive outreach, case consultation, product education, data analysis, and territory planning.
You’ll use tools such as Salesforce, Excel, and business analytics to organize activities and execute focused 60-day business cycles.
The environment is competitive and collaborative, with opportunities to share leads, ideas, and expertise across teams.
Strong performance can also open the door to career progression through a dedicated training program designed to prepare Internal Wholesalers for External Wholesaler roles.
This is an opportunity to develop your insurance sales career while supporting clients and advisors across multiple Canadian provinces.
Accountabilities:
- Proactively engage financial advisors to identify, develop, and support insurance sales opportunities within an assigned regional territory.
- Partner closely with External Wholesalers to execute territory strategies and drive growth in individual life and living benefits insurance.
- Manage daily activities and priorities effectively to meet productivity objectives and respond to advisor needs.
- Handle advisor inquiries, including case consultations, product illustrations, and product training.
- Use Salesforce, data, and analytics to plan, organize, and execute structured 60-day business cycles.
- Identify opportunities within the territory and follow up proactively to help move prospects and cases through the sales process.
- Build and maintain strong professional relationships with advisors through responsive communication and knowledgeable support.
- Collaborate with internal teams to exchange leads, insights, ideas, and sales opportunities.
- Contribute to a competitive, customer-focused sales environment through creativity, initiative, and continuous improvement.
- Maintain accurate and organized records of activities, opportunities, and advisor interactions.
Requirements
- At least 2 years of experience in insurance, sales, or a closely related field.
- LLQP designation completed or currently in progress.
- Post-secondary education or equivalent professional experience.
- Strong proficiency in Microsoft Office, including intermediate Excel skills.
- Fluency in both English and French, with the ability to support clients and advisors across provinces outside Québec.
- Strong verbal and written communication skills.
- Excellent organizational and relationship-building abilities.
- Self-motivated, proactive, and comfortable taking ownership of goals and priorities.
- Creative and solutions-oriented approach to identifying opportunities and resolving challenges.
- Strong sales orientation and motivation to achieve measurable results.
- Ability to work effectively in a competitive, collaborative, and fast-paced environment.
- Valid driver's license, as occasional travel may be required.
Benefits
- Base salary and sales incentive compensation.
- Referenced compensation range of CAD $73,500–$103,500, with actual compensation varying based on relevant factors and performance.
- Flexible working environment; the role is associated with a remote/hybrid working arrangement.
- Health and dental coverage.
- Mental health and vision benefits.
- Short- and long-term disability coverage.
- Life and accidental death & dismemberment insurance.
- Adoption, surrogacy, and wellness benefits.
- Employee and family assistance programs.
- Retirement savings options, including pension and a global share ownership plan with employer matching contributions, for eligible employees.
- Financial education and counseling resources.
- Paid holidays, vacation, personal, and sick days, plus applicable statutory leaves.
- Career development and progression opportunities.
- Access to a proprietary training program designed to prepare successful Internal Wholesalers for potential progression into External Wholesaler roles.
- Support for learning and professional growth within a flexible and inclusive environment.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
#LI-CL1
