About this role
SterlingBrokershasregionalsalescentersacrossCanadathataredisruptingtheGroupBenefitsandRetirement
landscape.PoweredbySterling,ourregionalinsuranceadvisorsworkwithlocalbusinesseswheretheyare,recognizingtheuniquenessofeachregionfromcoasttocoast.Embracingtheregionalidentitiesofmajorcosmopolitancentersof
influencecoupledwithmoreremotesmall-townlocations,ourteamistailoringemployeebenefitsthatalignwiththespecificcharacteristicsthatsetaparteachofourCanadianprovinces.Soloentrepreneursaswellasthosewithhundredsofemployeeswillbesupportedinthisecosystem.
ThepowerofSterlingisourinnovativeplatformthatenablesustoofferunique,streamlinedsolutionstoourclientswhileintegratingwiththelargestinsurancecarriersinCanadaandglobalHRISplatforms.WearethelargestindependentlyownedandoperatedThirdPartyAdministrator(TPA)andBrokerinCanada,andfourthlargestoverall.Establishedin2014,SCBisgrowingrapidlyandlookingfortalentedindividualstojoinourteam.
Thisrolerequiresprofessionalswhoareselfdescribed“hunters”.Theexpectationofthisroleisthatyouwillactivelyhunt
fornewbusinessprospectswhilealsobeingskilledatcultivatingrelationshipswithexistingclients.Youshouldhavea
knackforidentifyingpotentialclients,initiatingcontact,andeffectivelypitchingsolutionsthatmeettheclients'needs.Thiscombinationofprospectingandrelationship buildingiscrucialforsustainedsuccessinthecompetitivefield
ofinsurancesales.
Responsibilities
• Managetheentiresalesprocess,frominitialcontacttothecloseofthedeal.
• Understandclientneedsandpresenttailoredsolutions,effectivelydemonstratingthevalueofourinsurance
productsandservices.
• Collaboratewithinternalteamstoensureseamlessimplementationanddeliveryofsolutionstoclients.
• Continuouslyexpandyourknowledgeofourofferingsandindustrytrendstostayaheadofthecompetition.
• KeeporganizedrecordsandtrackingprogresstowardbusinessgoalsandquotasusingSalesforce.
• LeverageExcel,Salesforce,andSaleslofttostreamlineyoursalesactivities,trackprogress,andoptimizeyour
performance.
• Strategicplanningwithyourmanagertoconstantlyfinetuneyourterritoryapproachtoimproveoverallsalesresultsonaweekly,monthly,&quarterlybasis.
• Youwillreceiveleadsfromavarietyofsources(BDR’s,Marketing,Partnerships),buttheexpectationwillalsobe
togeneratenewbusinessopportunitiesonyourownaswell.
• CollaboratewithourinternalGRSteamtosupportclientrequirementsforfinancialplanningsupportservicesandorretirement/investmentplansaspartoftheirGroupBenefitssolution.
Qualifications
• Mandatoryrequirement:licensedinsuranceadvisor-LLQP(Life,AccidentandSicknessLicense)andE&OCoverageinforceandingoodstandinginyourhome
province.
• Nicetohave:Life,AccidentandSicknessLicenseinanyadditionalProvincesorwillingtobelicensedinotherprovincesinthefuture.
• Nicetohavebutnotrequired–Segregatedfundsexperience,CFP,CP,CEBSdesignationsorother.
• Pleasenote:Itisourcompanypolicyandaninsuranceregulationthatyouarelicensedintheprovinceinwhichthecustomers’businessisheadquarteredtoearncommissionincome.
RequiredSkills
• ProvenexperienceasasuccessfulAccountExecutiveorinacomparablesalesrolewithintheinsuranceindustry specificallyingroupbenefits.
• Experienceworkinginabusiness-to-businesssalesenvironmentwithamulti-stagesalesprocess.
• Strongtrack-recordofindependentlygeneratingleads,qualifyingprospects,andclosingdeals.
• ProficiencyinutilizingExcelfordataanalysisandreporting.
• ExperiencewithSalesforceandSalesloft,orsimilarCRMandsalesautomationtools.
• Excellentcommunicationandnegotiationskills,withtheabilitytobuildrapportandestablishtrustwithclients.
• Self-motivatedandtarget-driven,withapassionforexceedingsalesgoals.
• Strongorganizationalandtimemanagementabilitiestoeffectivelyprioritizetasksandmeetdeadlines.
Payrangeandcompensationpackage
CompetitivecompensationpackagethatincludesCommissionSchedule,Benefits,GRSPmatchprogram,education/CE reimbursement,andvacationflex. Base compensation will be based on experience and capabilities in GroupSales $70,000-$110,000 - your sales performance and commission earnings will determine the rest.
EqualOpportunityStatement
Haveabookofbusinesstosell?InterestedinjoiningforceswithourteamtoleverageourtechnologyandproductsforyourGrouppractice?
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