Inside Sales Representative (Fintech)

TL;DR

Inside Sales Representative (Fintech): Driving business growth by promoting insurance products and services to Independent Financial Advisors through World Financial Group (WFG) with an accent on relationship management and product training. Focus on delivering presentations, managing advisor inquiries, and collaborating with Regional Sales Directors to execute effective sales strategies.

Location: Toronto (Hybrid)

Salary: $65,000–$75,000

Company

hirify.global is a financial services provider committed to delivering insurance products and services while fostering an inclusive and equitable work environment.

What you will do

• Deliver training to WFG advisors on products, services, and software applications.
• Initiate and expand professional relationships with financial advisors through phone and email contact.
• Collaborate with Regional Sales Directors to execute regional marketing and sales plans.
• Create and deliver professional presentations using PowerPoint and Zoom.
• Manage and resolve advisor inquiries regarding new business, underwriting, and client services.
• Attend and facilitate evening or weekend events, webinars, and training sessions as required.

Requirements

• Bachelor’s degree in Commerce, Finance, Business Administration, or Economics.
• Minimum 2 years of sales experience, preferably within the financial industry.
• Strong knowledge of insurance products and industry trends.
• Excellent public speaking, presentation, and interpersonal skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Must be based in or able to work from Toronto in a hybrid capacity.

Nice to have

• Experience working with World Financial Group (WFG).
• Bilingual proficiency.
• CFP or LLQP certification.

Culture & Benefits

• Commitment to Inclusion, Diversity, and Equity (IDE) as a core strategic objective.
• Opportunities for discretionary variable incentive compensation based on performance.
• Supportive environment with a focus on professional development and team collaboration.
• Accessible candidate experience with accommodations available upon request.