Sales Manager

Serenia Life Financial
Waterloo ON
30+ days ago

Job Description

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from you.


About the Role:

We are seeking a dynamic and results-driven Sales Manager to join our team. The ideal candidate will play a critical role in developing new advisors, enhance their sales toolkit, manage sales performance metrics and have a strong network. This position will collaborate closely with District Managers, Recruiting Specialist and the National Advisor Experience Manager to enhance advisor success and drive overall sales performance.

Key Responsibilities

  • Foster strong relationships with District Managers and advisors to fully understand the needs of all parties and ensure alignment in sales strategies and objectives
  • Work with the advisor population to develop best in class business plans, communicating effective prospecting methods and other relevant business building activities
  • As part of the new advisor onboarding process, hold advisors accountable for their daily activities to ensure they are performing optimally for success
  • Analyse and manage sales performance metrics, providing actionable feedback to advisors and management, as well as identifying improvements to recruitment and training strategies
  • Assist in the development and enhancement of sales tools and resources, including Learning Management Systems (LMS) and Customer Relationship Management (CRM) systems, to streamline sales processes and improve advisor efficiency
  • Collaborate with District Managers throughout the recruitment process to provide insights on selection of new advisors

What You Bring to the Table:

  • 5-10 year track record of successful sales practice in the financial services sector, preferably in life insurance
  • University Degree and/or equivalent work experience
  • Life License Qualification Program (LLQP)
  • Strong knowledge of sales processes, with the ability to transfer that knowledge through joint field work and coaching / performance discussions
  • Excellent communication and interpersonal skills, with a collaborative mindset
  • Demonstrated ability to analyse performance metrics and translate data into actionable strategies

Nice to Haves:

  • Certified Financial Planner (CFP), Certified Health Specialist (CHS), and / or Fraternal Insurance Counselor (FIC)


About Serenia Life Financial

At Serenia Life Financial, we’re on a mission to uncomplicate insurance – so that our members can feel confident when it comes to protecting their family’s financial future. As a grow-to-give company, we share our profits through company donations, community outreach, and some truly unique member benefits.

We care about the world, but just as importantly, we care about our employees. That’s why we do what we can to help our team prioritize their health & well-being, achieve work-life balance, and make sure each workday is fulfilling and fun.

What We Offer You:

  • competitive compensation
  • company-matched retirement plan
  • comprehensive health & dental coverage
  • flexible workplace opportunities
  • generous vacation & sick day program
  • discounts on life insurance
  • mentorship & continued learning opportunities
  • volunteer day (extra day off to support a cause you care about)
  • employee appreciation days & well-being program

Serenia Life has implemented a formal Workplace Flexibility policy, which provides options for our employees to balance their home and work lives and enable them to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Statement on Diversity and Accommodations

At Serenia Life Financial, Diversity, Equity, and Inclusion means that everyone is welcomed, treated with dignity and kindness, and has an opportunity to grow and thrive based on their own unique talents. Our employees are valued for their differences and are encouraged to bring their authentic selves to work. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to careers@serenialife.ca.

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