Job Description
Sales Director WFG Distribution, Calgary
Department: WFG Sales
Location: This role is to be based out of Calgary
Welcome to ivari
Let us introduce ourselves. With 300 employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.
ivari is part of Sagicor Financial Corporation, a leading financial services provider based in the Caribbean, with a strong presence in North America. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.
At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.
Here’s the job opportunity…
This position is a new vacancy.
- Through a consultative selling approach, in a specific territory and working closely with your fellow sales team members, you will achieve planned objectives. This role will be responsible for working exclusively with WFG distribution channel
You will:
- Work closely with your Managing Director (MD) to develop annual sales plans consistent with regional WFG sales plan for Life products.
- Assist advisors by designing solutions through training for a variety of concepts for Life products
- Maintain advisor contact on an established or regular basis.
- Develop and follow a territory management regime
- Be a team player
- Attend WFG related events througout the year
- Develop an ‘appropriate’ a work/life balance
- Be prepared to do weekend and evening training seminars
- Ensure sales conduct is beyond reproach
- Networking within the WFG branch offices to grow advisor base through identifification of new prospects
- Document all sales activity and expenses in Salesforce
- Initiate, develop and maintain effective relationships with key internal business partners.
- Ongoing self- education and improvement through selected education programs and publications.
What we are looking for…
- A university graduate or equivalent work experience
- Integral knowledge of the Canadian life insurance industry
- A minimum 5+ year’s industry experience in the Individual Insurance Products industry with particular strength in the universal life market place
- Proven ability to seek and identify new business opportunities with a focus on the middle market
- Proven ability to build on existing business
- Proven ability to develop and build on relationships with advisors
- Having sound knowledge of middle market competition
- Ability to anticipate needs and challenges of targeted advisors and understand full scope of their individual businesses
- You have excellent communication and presentation skills
- Sound compliance management
What we pay…
$98,000 - $132,000 + a competitive sales bonus target paid out on a quarterly basis.
What's in it for you…
At ivari, it's important for us to keep our people motivated, recognized, and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.
When you join the ivari team you also get…
- A fantastic vacation plan and time off
- A pension plan with 100% match by ivari
- Employee savings plan with 75% match to help you save even more
- Flexible and hybrid work arrangements
- Opportunities for professional development
- Recognition programs to cheer you on, motivate and reward
- Wellness programs to keep you healthy and happy
Who you are…
Someone who enjoys a culture where everyone is genuinely respectful, and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…
- Bringing clarity and focus to your work
- Taking ownership and doing what you say you will
- Remaining flexible
- Collaborating with others
Does this sound like you? We’re looking for great people to join our team!
Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.
To apply, please email your resume to: [email protected]
A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email [email protected].
** ivari does not utilize AI in our recruitment process to screen, select, or assess applicants