Regional Sales Associate, Investments and Insurance

Regional Sales Associate, Investments and Insurance

Location: Remote in Canada (Western Hours)

The total target compensation (TTC) range, including salary and target bonus, is $81,000 - $114,750. This TTC range is applicable to permanent roles only; fixed‑term contract and casual roles are not eligible for annual bonus and would receive only the base salary component.

Empire Life is looking to hire a Regional Sales Associate in Investments and Insurance to join our Retail Distribution team! We are actively seeking candidates for a current, open position.

Impactful work – get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.

Play an integral role – an opportunity that allows you to grow your skills, while directly contributing to the business unit you are a part of.

Deliver excellence – provide a personal, accurate, professional, and courteous service and resolution to our customers.

Participate in training and development programs – we offer a range of training and development programs to help our employees stay up‑to‑date with the latest industry trends and developments.

• Maximize territory coverage by proactively conducting outbound calls to assigned Distribution Partners to uncover needs and promote benefits of Empire Life’s Retail products; identify and build new relationships by proactively prospecting untapped and dormant opportunities for the assigned segment of Distribution Partners
• Drive sales and retention in the insurance and investment markets to ensure defined sales targets are achieved
• Manage case development with internal partners and grow existing customer relationships, to promote sale and retention of Empire Life’s Retail products
• Leverage cross‑channel sales opportunities by proactively referring business to appropriate channel
• Support designated sales team members in achievement of sales targets and business plan execution; provide feedback to management on junior team members performance as well as input to performance reviews and development plans
• Assist with off‑site support and presentations and attend industry events, as required
• Contribute to development of the annual business plan for assigned segment of distribution partners, in collaboration with sales team and management team
• Identify and report potential compliance risk issues that may become apparent through regular contact with Distribution Partners and Financial Advisors
• Enter updates and notes for Distribution Partner data and communication in the CRM tool to capture activity and leverage previous sales contact within targeted audience
• Build and maintain knowledge and understanding of current market trends and competitive landscape, competitor product lines, and Empire Life’s defined sales process and practices for investments and insurance

• Bilingualism (French/English) is an asset
• 3+ years of sales, marketing or client relations experience in the financial services industry
• Proficiency with MS Office (Excel, Word, Outlook)
• Direct sales experience in financial services and insurance advisor channel is an asset
• Solid understanding of insurance‑related products and Canadian financial markets
• LLQP license is required
• Well‑developed communication skills, both verbally and in writing
• Ability to prioritize and balance multiple tasks or projects
• Well‑developed customer relations and decision‑making skills
• Strong attention to detail and accuracy
• Language proficiency in English is required for communicating with customers, advisors, or employees across Canada, unless otherwise indicated
• Our hiring process includes AI screening for keywords and minimum qualifications.…