You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

KNOWLEDGE OF CRM (SALESFORCE)

• Independent critical thinker and self-starter with an entrepreneurial attitude. Highly proactive, very organized, and with a keen attention to detail.

EFFECTIVELY APPLY ORGANIZATIONAL SKILLS TO PLAN EVENTS, SUPPORT SALES INITIATIVES, TRACK VARIOUS SALES ACTIVITIES AND GENERATE REPORTS.

• Excellent communication skills, both verbal and written in English
• Knowledge of life and health insurance products, including administrative procedures.
• Experience in an administrative or similar sales support role
• Post-secondary education
• Able to manage multiple priorities simultaneously under tight deadlines
• Familiarity with technologies such as Zoom, WebEx an asset
• Capable of responsibly handling sensitive and confidential information

• Drive sales opportunities by supporting the region with sales and marketing initiatives, including regional campaigns, marketing communications, social media materials, and communication templates
• Develop, create, and analyze regularly scheduled and ad-hoc Regional reports on sales results, team activities and opportunities, through the use of Salesforce and Excel. Leverage this data to support the sales team in identifying key successes and future opportunities.
• Organize, plan and execute advisor-facing events (virtual and in-person), including reserving venues, arranging for appropriate sales support materials, and building follow-up strategies for the sales team to execute. Also includes managing feedback surveys and issuing CE Certificates for attendees.
• Distribute relevant sales, marketing and promotional material to advisors and other distribution partners, in support of our regional objectives.
• Provide general administrative support for the region.
• Maintain records of a highly confidential nature