At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
*Preference for candidates located in the Alberta Province*
This position serves as a key contact for an assigned partner, channel, and/or territory and is responsible for developing and optimizing the overall TruStage Life of Canada (TLOC) sales results for their assignment while building and enhancing overall partner relationship(s). This includes (1) identifying potential prospects and securing new partner relationships; and (2) driving overall existing partner sales of TLOC products by supporting the onboarding of new acquisitions, upskilling partner’s Field Sales Representatives for effectiveness, providing data/trend analysis to change behaviors and drive profitable product metrics, and supporting field experience and escalations. This role conducts work face-to-face or via virtual channels, as applicable.
Job Responsibilities:
- Identify new prospective partners, conduct needs analysis and prepare sales pitch presentations, and drive sales process and contracting engagements through closing new deals.
- Maintain strategic and day to day relationships with existing partner Field Leadership and Sales Representatives in their assigned territory and cross-functional teams critical to the execution of strategic direction for Sales (i.e., Partner Management, Data/Analytics, Operations, Learning & Development).
- In consultation with the Director of Sales and Experience for Canada, establish sales goals and implementation plans for TLOC products.
- Identify opportunities to deepen brand presence in specific distribution channels (i.e., Broker Dealers) through participation in industry events, conferences, and networking opportunities.
- Leverage existing distribution relationships and develop net new connection points to support growth opportunities through addition of new partners.
- Collaborate on executing these goals and plans with the partner’s Field Leadership, and measure, track, and communicate the results to Senior and Field Leadership, and Field Sales Representatives.
- Develop and implement motivation programs and sales incentives and upskill partner’s Sales Representatives through delivery of training and coaching to drive TLOC sales with a focus on a profitable product mix.
- Make recommendations for new products/processes based on feedback and observations in the field.
- Gather detailed information about Sales Representatives, and analyze/prioritize data to drive the development of sales strategies that ensure profit and growth objectives are achieved.
- Collaborate across the sales and partner management team on best practices, sharing of successful sales strategies, and input on products and services that support the strategic plan and profitable growth of the assigned territory and overall partner relationships.
- Manage performance to sales plan using metrics and scorecards to measure productivity, sales discipline, quality, and achievement of financial results. Based on results, develop and implement specific action plans to increase profitability by leveraging data analytics and trend analysis to execute activities that change behaviors, increase awareness and focus to drive results.
- Provide input for the overall TLOC business planning process and develop a business action plan for assigned partner/territory sales. Update the business plan as appropriate.
- Participate in monthly/quarterly/annual Business Reviews to share results and forecasts/reports on sales activity and opportunity.
- Collaborate with partners to identify new opportunities to distribute TLOC products
- Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities within assigned territory and collaborate cross functionally to deliver exceptional Partner and Field Representative experience.
- Support execution of the TLOC strategy with specific focus on partner results and by connecting partner experience and their role to the broader objectives.
- Track activities executed in SalesForce to provide data on results and the value of the relationship
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
- 5+ years of successful sales experience, preferably within the financial services or insurance industry.
- Strong preference given for demonstrated experience with and knowledge of the general life insurance agency distribution market.
- Strong sales aptitude and proven track record of success.
- Demonstrated knowledge of insurance products and services.
- Ability to manage multiple priorities, plan projects, maintain deadlines and strong organizational skills.
- Ability to comprehend and follow complex processes, with aptitude for continuous improvement.
- Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
- Demonstrated ability to integrate computer technology into sales processes.
- Demonstrated strong collaboration and teamwork abilities.
- Demonstrated ability to effectively build professional relationships with internal and external clients.
- Proven experience in developing strategies which will improve competitive position.
- Demonstrated ability to deliver effective presentations.
- Up to 75% travel required.
- Bilingual (French/English) is an asset but not required.
#LI-LT
If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$85,800.00 - $143,000.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
