Full-Time Regional Sales Manager, Wealth Management
Job Description
Forget about boring, traditional paint-by-numbers insurance sales. Ready for a more challenging, bigger canvas? Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life.
We’re looking for a Regional sales manager with wealth business savvy and charismatic gusto to play an integral role with the Great-West Life Product Solutions Centre team. In this fast-paced, results-driven environment, it’s go time for you as you deliver product expertise, creative sales ideas and industry insight. You’ll expand and multiply the acquisition of wealth management business by working with a short list of top segmented advisors in our Freedom 55, Wealth and Insurance Solutions Enterprise, Managing General Agencies and National Accounts- some of the finest in the business. Our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind our solutions.
To start:
- Your experience is solid, with 7-10 years in sales or wholesaling. But you’re not content to carry the bag anymore. And you’re not satisfied with good — you insist on leading the way. As lead support and relationship manager, you’ll join a proprietary wealth team that commands industry respect, defines success by growth and is generously rewarded with compensation and benefits.
- You’re an authority on investments, including mutual funds and segregated funds, sales strategies, the financial services industry and applicable legislation. You understand tax implications related to investments.
- With your credibility and expertise (CFP, CH.F.C., PFP, FCSI and/or CSWP), you’re ready to lead, inspire and set the agenda. You’ve got a team eager for a motivational leader, and you’ll be supported with attested processes, product solutions, strategies and technical support.
Where you’ll really shine:
You’re creative and focused. You recognize you’re on your own — there’s no activity if you don’t self-generate.
Your base is Calgary, but your real office is wherever your advisors need you—Calgary and everything in between. Your day runs the gamut from researching trends and business growth to sharing actionable ideas. You transition seamlessly from your desktop to your iPad, iPhone and face-to-face. Your territory is wide, and you welcome the road.
You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their goals and dreams.
If you believe you’ve got what it takes, and want to make a difference, we want to hear from you.
Desired skills and experience
- Minimum 7 years experience in financial services/investment industry
- Post secondary education, preferably in finance or a related field; or equivalent work experience
- Strong leadership, sales and relationship-building skills
- Good knowledge of investment products including mutual funds and segregated funds, sales strategies, the financial services industry and applicable legislation.
- Basic understanding of tax implications related to investments.
- Hold valid financial services designations, such as CFP, CH.F.C., PFP, FCSI and/or CSWP; IFIC/CSC for the purpose of mutual fund registration.
- Experience supporting advisors in a variety of channels including Managing general agencies and National accounts would be an asset
- Ability to work independently and in a team environment
- Ability to travel throughout an assigned region using your own means of transportation
Perks of working with Great-West Life
- Ongoing professional development: We offer an array of proprietary and industry leading programs, seminars and learning workshops to inspire greatness and improve your knowledge, training and selling/marketing skills.
- Competitive compensation: We designed our compensation program to reward you for building your regions business. It includes a base salary, productivity-based bonuses and benefit options, a company-matching RPP and a share ownership plan.
- Recognition and rewards: We go all out to recognize excellent performance with a multitude of programs, campaigns, promotions and development meetings to reward your success.
- Proven processes, strategies and tools: We provide a wide array of resources, tools and processes for improving workflow, working with clients as well as for leading your territory.
We offer a challenging, team-oriented work environment, competitive income and benefits, and opportunities for professional and personal development and growth.
Discover your opportunity….
Apply with cover letter and resume today!
Together Great-West Life, London Life and Canada Life serve the financial security needs of 12 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.
Candidates who are selected for an interview will be contacted.
How to Apply
On company website: https://gwlcareers-greatwestlife.icims.com/jobs/13018/regional-sales-manager%2c-wealth-management/job1025 total views, 1 today
