The Marketing Associate will contribute to increased sales revenues for life and investment products by performing the following sales development activities:

  • Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies;
  • Train all or any of the above individuals regarding IA products, sales concepts and illustration software, as well as the IA administrative process, including a clearer understanding of our contracting, Extranet and commission programs;
  • Arranging and conducting training needs analysis for agents in consultation with their MGA's and AGA's;
  • Preparing and managing training schedules and communication to agents;
  • Participating in road shows for new IA products and services;
  • Attending conferences a speaker, delegate or IA exhibitor;
  • Making suggestions/strategies for placement of complex cases;
  • Providing technical and product advice to agents. On an ad hoc basis: Case preparation, packaging of cases and specialty business such as IRIS plans, Shared Ownership and certain business/tax efficiency programs, including Cascading Life;
  • Monitoring the training activities and any directly resultant increase in business;
  • Receiving and recording MGA/Agents feedback regarding product/software concerns to help improve for future releases;
  • Control and use of the Sales Tracker
  • to both track new business and support the Director of Sales.

Contribute to overall efficiency of the territory by performing the following support and administrative functions:

  • Responding to inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner;
  • Creating and revising presentations using Power Point software;
  • Participating in product development meetings and helping review marketing material;
  • Developing MGA campaigns, sales awards and certificates in to recognize personal producers;
  • Occasionally providing life insurance and annuity quotes;
  • Training agents via telephone or in person about using our software, our products, completion of all applications/forms.

Job Requirements (qualifications and skills):

  • High School Diploma and College Marketing Diploma;
  • 4
  • 6 years of insurance background;
  • LOMA designations (ACS, AIAA), CLU, CFP, LLQP or other related qualifications;
  • Very good training skills: ability to lead, teach, coach and motivate;
  • Excellent interpersonal skills; ability to deal effectively with a wide variety of people. Able to influence and motivate our business partners;
  • Ability to work independently as well as in a team environment;
  • Excellent organization and planning skills with a strong ability to meet tight deadlines. Able to delegate effectively;
  • Excellent written communication skills;
  • Excellent analytical skills and good mathematical aptitude;
  • Intermediate to advanced computer knowledge (Word, Excel, PowerPoint, Outlook) and an ability to work with mainframe computer systems and a solid understanding of the Internet;
  • Good knowledge of Canadian illustration software;
  • Valid Driver's License and Vehicle.

What We Can Offer You:

  • Comprehensive health and dental plan including a health spending account and wellness account
  • Pension Plan
  • Generous vacation entitlement including personal leave days
  • Support for learning and development and career growth

Employer Information

Calgary, AB, Canada
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