This role will support areas in Alberta with travel required approximately 40% of the time throughout the region. The role will be assigned to the Calgary office. However, the successful candidate would reside in the Calgary or Edmonton area.

• Provide support to the assigned District Leader teams and to the Agency Director of the area in the 3 main categories for business growth and development, that are related to Quality Business, Sales Engagement and Persistency.
• Quality Business (QB)
• Inspection of the business sold, Sales practices and other QB items.
• Sales Engagement
• Tools & technology utilization, self- service adoption, various request calls and training/refresh on various business subjects
• Persistency
• Conception of the plan, Strategy to deploy and Implement the plan to increase the retention of the district business area.
• Liaison between Head Office, the Divisional/Regional offices and the Independent Contractors with regards to inform and implement properly the communication, new processes and all business aspects that are related to/involving the Independent Contractors.
• Follows Insurance Industry requirements, the Company regulations and make the necessary recommendations affecting the quality and growth of the District Leader (DL)/Regional Operations.
• Ensure compliance of the Company’s operations in accordance with the regulatory authorities within the Province(s).
• Conduct verification and work with compliance department to report any irregularity. (financial irregularities, unacceptable business practices, quality business, underwriting violations, etc.) and make recommendations
• Follow up and ensure corrective measures are implemented for District field audits
• Take corrective action on repetitive red flags
• Work with legal, government and law enforcement agencies as needed
• Monitor competitive situations / representative system usage
• Statistics and Performance reporting
• This position reviews, discusses, recommends, helps with the implementation, course of action in support of Quality, Sales growth and Development with the Agency Director and Distric Leader team.
• Requires undergraduate degree.
• 3-5 years of sales experience and administrative experience would be an asset.
• Accounting experience considered an asset.
• Proficient in MS Office (Excel, Word, PowerPoint)
• Flexibility to travel within assigned District Leader’s & Regions as per business requirements
• Must have own car for travel, will be reimbursed associated expenses
• Excellent communication and presentation skills with ability to speak in front of a group of people
• Excellent organizational skills to meet deadlines and the ability to work independently with limited direction.
• Insurance license would be an asset