Inside Sales Representative (Finance)

TL;DR

Inside Sales Representative (Finance): Promoting Canada Protection Plan and hirify.global products and services with an accent on advisor training, relationship expansion, and sales growth. Focus on delivering product presentations, managing advisor inquiries, and collaborating with Regional Sales Directors to execute marketing plans.

Location: Hybrid in Toronto, Canada

Salary: $65,000 - $75,000

Company

A financial services provider specializing in insurance and protection plans.

What you will do

• Train Financial Advisors on products, services, software, and application processes.
• Initiate and expand relationships with advisors via phone contact.
• Collaborate with Regional Sales Directors to execute Marketing and Sales Plans for the region.
• Create and deliver professional presentations using PowerPoint and Zoom.
• Manage and resolve inquiries via telephone, email, and in person in a professional manner.
• Follow up on new business and underwriting cases to resolve outstanding concerns.

Requirements

• Bachelor's degree in Commerce, Finance, Business Administration, or Economics.
• Minimum 2 years of sales experience, preferably in the Financial Industry.
• Deep knowledge of insurance products and current industry trends and conditions.
• Strong public speaking and presentation skills.
• Ability to work independently and within a team in a fast-paced environment.

Nice to have

• CFP and/or LLQP certification.
• Bilingual proficiency.

Culture & Benefits

• Discretionary variable incentive plan based on individual and company performance.
• Commitment to Inclusion, Diversity, and Equity (IDE) as a core strategic objective.
• Accessible candidate experience with accommodation support.
• Hybrid work arrangement.