
Sales Director, WFG British Columbia
- Vancouver, BC
- Permanent
- Full-time
- Work closely with your Managing Director (MD) to develop annual sales plans consistent with regional WFG sales plan for life and critical illness 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
- Initiate, develop and maintain effective relationships with key internal business partners
- Attend WFG related events throughout the year
- Considerable travel will be required, mostly within the prescribed territory
- 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
- Work closely with Inside Sales Associates to ensure distributor and advisor sales and support needs are met
- Document all sales activity and expenses in Salesforce
- Develop and maintain industry knowledge and awareness of the needs of middle market advisors
- Ongoing self- education and improvement through selected education programs and publications
- Travel throughout the British Columbia region is required, and incumbent must be able to develop an ‘appropriate’ work/life balance
- 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 strength in the universal life marketplace
- 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
- 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
- Bringing clarity and focus to your work
- Taking ownership and doing what you say you will
- Remaining flexible
- Collaborating with others