Regional Sales Coordinator - 12 Month Contract

Temporary Full Time

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

Financial Horizons continues to operate independently in the marketplace.

Role description

We are looking for a Regional Sales Coordinator. This role is an exciting mix between relationship management, problem solving and using your technical skills to assist the Western Sales Team and their financial advisors. If you are someone who strives to help others achieve their goals, then this role is for you! You will be supporting the Western Sales team in planning events, directing advisor inquiries to the right sources, and problem solving to ensure advisors needs are met in a timely manner. This is a 12 Month contract position.

What you will do:

Relationship Management

• Provide advisor triage support/troubleshooting and liaison with various departments (IT, Contracting, Compensation)
• Provide proactive training and support to advisors and their administrative staff on new and changing tools and technology
• Provide reactive training/support to established advisors and their teams on various tools and technology (WealthServ, BSA, commissions, carrier websites, reporting, etc.)
• Build and promote the self-serve model (Financial Horizons Success Program)
• Log and issue CE credits for advisors and follow up with carrier as required
• Assist advisors in locating forms for their new business applications and inforce policy changes

Events Coordination

• Work in collaboration with the Western Sales Team and national events teams to coordinate regional and local events such as Regional Summits and local carrier sponsored events
• Responsible for regional advisor communications including carrier updates and events, regional webinars, etc.
• Responsible for keeping track of the Regional Marketing allowance, and MA Approval and Requisition process for the Western Sales Team.

What you will bring:

• Hold or is working toward a financial services designation, such as CFP, CLU or CHS is an asset
• LLQP and Mutual Funds license is an asset
• 2 years customer service or inside sales experience
• Insurance and investments sales and basic product knowledge/experience
• Strong communication skills – verbal and written
• Strong organization skills in keeping up with deadlines
• Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
• Salesforce experience (or other CRM) is an asset
• Wealthserv experience (Insurance and Investments) is an asset

The base salary for this position is between $43,800- $72,900 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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