Sales Support Associate
Canada Life is dedicated to improving the financial, physical, and mental well-being of Canadians. They are seeking a Sales Support Associate to work closely with the sales team and provide essential support to the service area, ensuring that proposals are processed timely and efficiently while also understanding the sales process.
Responsibilities
- Ability to understand the sales process and participate in the processing of the business with excellence
- Ability to work with all systems required for the Sales Support Associate accountabilities of the sales and renewal process
- Works with Sales team to ensure that proposals are processed and released in a complete and timely manner to our business partners
- Understand the renewal process and participate preparing renewals is key
- Processing Agent of Record changes
- Helping new advisors set up broker contracting
- Acknowledging and raising any opportunities to the sales team
- Provide back-up support to other positions on the team as required
- Willingness to take on ad-hoc assignments when needed
Skills
- Strong verbal and written communication skills in English
- Post-secondary education
- Strong critical thinking skills with an analytical approach
- Adept with numbers, formulas and ability to read, compare and understand data
- Understanding the end-to-end sales process and how each part of the process impacts the next
- Intermediate to advanced skill in Excel, with a keen ability to learn and work within other software programs (RS4, ARC, Salesforce, etc.)
- Comfortable using MS Office 365 (One Note, One Drive, Word, Teams, and Outlook)
- Strong organizational and time management skills with the ability to handle multiple tasks and meet deadlines
- Attention to detail is key to succeed in this role
- Good problem-solving skills
- Ability to work independently as well as in a team environment
- French language skills
- Knowledge of the group benefits industry
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Company-matching pension plan, share ownership program and additional investment options.
- Employee recognition programs, service milestone celebrations, employee discounts and more!
- We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Company Overview