Position:Inside Sales RepCategory:



East York

Branch Name:Direct HireDress Code:
Branch Phone:(905) 5868828Job ID:5042
Pay Info:Order Type:DH

Job Summary:
The Inside wholesaler is primarily responsible for proactively contacting both existing and new prospects within the WFG channel to promote the company’s product offerings. They work closely, and in direct support of the Regional Sales Director (RSD).

Key Responsibilities / Duties:
• Collaborate with the RSD through dedicated telephone activity, to support and enhance the sales efforts and the development of long-term relationships with financial advisors
• Work in partnerships with the RSD to develop a territory business plan
• Use their in-depth knowledge of life insurance products and concepts, along with their interpersonal skills to increase sales and build long-term relationships
• Actively generate and develop new business relationships through prospecting calls
• Make a minimum 10 proactive calls per day
• Support the RSD by promptly following up on meetings and events
• Create email blasts with pertinent marketing and product information
• Populate the CRM system with all the information retrieved during phone calls and meetings
• Assist RSD in the segmentation of the client database
• Actively share sales ideas with colleagues and support team initiatives
• Be involved in special projects as needed
• Other duties as required

• Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics
• CFP and/or LLQP
• Cold-calling background is a significant asset
• Excellent communication and presentation skills
• Pro-active and self-motivated
• A minimum 2 years’ experience in inside sales or understanding of the WFG model is an asset
• Varied work schedule including evenings and weekends is required