At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

The Managing Director, Advanced Advisor Practice is a critical sales role within our Individual Insurance division. In this role you will be responsible for business development and account management for a select group of High Net Worth individual advisors and firms. This will include providing educational presentations, case consultation, sales strategies, product and marketing support to drive sales for the Individual Insurance division of Equitable. You will act as a concierge or bridge between these firms and Equitable HO. This role will have a focus in the Independent Advisor channel.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.

What you’ll do:

• Develop and maintain strong relationships with insurance focused advisors.
• Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI)
• Build and manage relationships with producers through 1 on 1 meetings, seminars and case consultation, joint field work, sales proposal design and point of sale assistance as required
• Deliver presentations to small and large groups of Advisors and distributors.

What you’ll bring:

• Demonstrated depth in Advance market experience and expectations
• Excellent understanding of large case complexities and the unique and special needs of these advisors and firms
• Proven relationship management expertise in the HNW space
• Ability to work independently and as part of a larger team
• Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
• Minimum 5 years of Insurance industry sales experience, with experience in marketing to Insurance Specialists and Independent Advisors working in a high net worth market
• Previous sales and sales management experience required
• Valid driver’s license and well-maintained vehicle required
• Excellent negotiation skills
• Superior time management and organizational skills
• Highly developed interpersonal, analytical skills
• Facilitation and presentation (written and oral) skills
• Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel

What’s in it for you:

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Competitive sales incentive program, car allowance, work travel expense program, annual salary reviews, employer-paid benefits and pension matching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a sales incentive program, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: National Distributor & Industry Engagement, Vice President
Department: Individual Sales
Term: Permanent Full-Time

Location: National

This position is open and we are excited to find the right person to join our team.
As part of the recruitment process, you will need to go through background screening, as per our company policy.
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