External Wholesaler, Affinity Markets

Job description

Accountabilities: Manage and grow a portfolio of advisor relationships across British Columbia and Alberta, focusing on increasing sales and market penetration of affinity insurance solutions. Promote a range of insurance products, including health and dental coverage, travel insurance, critical illness insurance, and disability insurance, through consultative sales strategies. Identify business development opportunities and collaborate with advisors to create customized growth plans that support their objectives. Develop and execute sales strategies, tactics, and business plans to achieve or exceed regional sales targets. Deliver training sessions, sales presentations, seminars, and marketing initiatives that enhance advisor knowledge and drive client engagement. Build and maintain strong relationships with advisors, intermediaries, and internal partners while ensuring consistent field presence throughout the territory. Track sales activities, advisor interactions, and business opportunities using CRM tools and reporting systems. Support advisors by addressing service-related concerns and acting as a trusted resource for product and sales guidance. Share best practices, market insights, and business development ideas with peers and stakeholders. Ensure adherence to compliance requirements, ethical standards, and risk management policies in all sales-related activities. Requirements: Previous experience in insurance, financial services, or related field sales roles with a proven track record of business development success. Strong consultative selling, active listening, negotiation, and relationship-building skills. Excellent presentation, communication, and training abilities, with the capacity to engage and influence diverse audiences. Deep understanding of the insurance sales process and advisor distribution channels. Strong organizational, planning, and time-management skills, with the ability to manage a large geographic territory effectively. High level of self-motivation, initiative, and ability to work independently in a remote environment. Proficiency with CRM platforms, business software, mobile technologies, and Microsoft Office applications, particularly Excel and PowerPoint. Ability to prepare and deliver compelling proposals, business cases, and strategic presentations. University degree or equivalent industry education. Successful completion of the Life License Qualification Program (LLQP). Professional designations such as CLU, CFP, CHS, or CH.F.C., completed or in progress, are considered strong assets. Knowledge of industry regulations, compliance requirements, and market dynamics within the insurance sector. Benefits: Competitive salary with performance-based incentive and bonus opportunities. Flexible remote work arrangement with a home-based structure. Significant autonomy combined with strong organizational support and collaboration. Comprehensive health, dental, vision, mental health, disability, and life insurance coverage. Retirement savings programs, including employer-supported contribution opportunities. Generous paid time off, including vacation, personal days, sick leave, and statutory holidays. Employee and family assistance programs and wellness resources. Professional development, training, and career growth opportunities. Inclusive and supportive workplace culture focused on well-being, diversity, and long-term success. Opportunity to work with industry-leading products and a broad advisor network across Western Canada. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is posted by Jobgether on behalf of a partner company. We are currently looking for an External Wholesaler, Affinity Markets in Canada. This role offers an exciting opportunity to drive business growth by building strong relationships with financial advisors and promoting innovative insurance solutions across Western Canada. Covering British Columbia and Alberta, you will act as a trusted consultant, helping advisors identify opportunities and deliver client-focused strategies that support their success. The position combines business development, relationship management, training, and sales leadership in a dynamic and highly collaborative environment. You will work independently while partnering closely with internal stakeholders to expand market presence and strengthen advisor engagement. Success in this role requires a consultative sales mindset, exceptional communication skills, and a passion for helping advisors grow their businesses. With a flexible home-based structure and regular field engagement, this position provides both autonomy and meaningful impact. It is an excellent opportunity for a motivated sales professional looking to advance their career within the insurance and financial services industry.