Regional Manager, Group

Job Overview  Plan and execute Annual Business Plan to achieve the Group Operation’s business goals/targets for sales and to achieve necessary persistency and profitability targets for the territory. Assume a senior role on Wawanesa Life’s Marketing Team in the promotion of Wawanesa Life as a provider of group insurance in the marketplace.

Job Responsibilities   Develop Annual Business Plan for approval by Manager, National Sales & Marketing
Manage Territory based on Business Plan and company Objectives
Implement Business Plan
Contact, Build and Maintain Plan Advisor relationships as necessary, ensuring Advisor selection meets company standards
Provide feedback on market activity in assigned region new broker relationships as necessary
Manage Activities within expense budget allocated
Manage Quoting and Renewal Activity  Receive, evaluate quotation opportunities and approving submission to underwriting for quote process or issue field decline
Review, Deliver/forward and follow-up final quotations/renewals issued to Plan Advisors
Assist Plan Advisor in presentation of quote or renewal to client where necessary and possible

Work with Executive Office team where necessary to aid in the development of new product opportunities based on market trends and Plan Advisor feedback.
Perform other duties as assigned.
Qualifications   Five to seven years of proven sales experience with emphasis on initiating contact, presenting and closing sales.
Knowledge of Group Insurance, group pricing and small business benefits market would be an asset
University Degree in Business Administration and/or having obtained CEBS Designation.
GBA designation (under CEBS program) required within 2 years of hire.
Drivers Licence is required, and, must have own vehicle available on a daily basis
Must possess Life/Accident & Sickness Licence and E&O Insurance
Travel as necessary within the region as outlined in the Business Plan. Includes travel to Executive office in Winnipeg when required. (Can include overnight travel)
Strong computer skills in Microsoft Office products including Word, Excel and PowerPoint.
Strong team player with the ability to work cooperatively and constructively with marketing assistants, other regional group managers and all necessary Executive Office Personnel to achieve the Operations service levels and benchmarks/targets
Excellent communication skills (verbal, written and listening) and the ability to communicate with all levels of authority
Effective decision making and problem solving skills
Commitment to personal development by keeping current with changes in the industry, reading professional publications and maintaining professional network contacts
Knowledgeable with respect to Wawanesa Life Group product offering, group contract, employee booklet, underwriting procedures and practices, and, administration practices to perform duties
Ability to manage and measure self
Strong business acumen and the ability to negotiate balanced solutions for the Company and client within areas of authority
Diversity, Equity, Inclusion & Belonging  At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce.
We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2

SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas.
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Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.

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