Business Development Consultant, Insurance

Accountabilities: Conduct proactive outbound calls to financial advisors within an assigned mass-market territory, targeting a minimum of 60 calls per day and meeting established sales and appointment-booking objectives. Build, maintain, and expand advisor relationships through consistent engagement, effective communication, and a strong understanding of their business priorities. Apply a consultative, question-based sales approach to gather insights into advisors’ practices, identify opportunities, and tailor recommendations to their needs. Present insurance products, services, and value-added solutions, clearly demonstrating their benefits and supporting advisors in achieving their sales goals. Execute targeted sales campaigns, identify high-potential prospects, and develop actionable plans to increase business opportunities and territory performance. Collaborate with field sales representatives and internal colleagues to share market intelligence, business leads, sales ideas, and best practices. Maintain accurate advisor profiles, sales activities, and follow-up records in Salesforce to support effective relationship management and sales tracking. Monitor sales activity and progress against performance targets, adapting outreach strategies to maximize engagement and results. Participate in ongoing training to deepen insurance product knowledge, strengthen consultative selling capabilities, and prepare for future career opportunities. Requirements At least two years of experience in insurance or sales, with a demonstrated ability to develop relationships and generate business. Proven success in proactive selling, outbound prospecting, and cold calling. A college or university degree in a related field, or equivalent professional experience. Strong interpersonal and relationship-building skills, with the ability to engage financial advisors confidently and establish credibility. Excellent verbal communication and consultative selling abilities, including the capacity to ask effective questions, understand business needs, and present relevant solutions. Strong organizational skills, initiative, and the ability to manage a high volume of calls and follow-ups in a target-driven environment. Energy, creativity, and resilience when pursuing new business opportunities and working toward sales objectives. Innovative marketing and problem-solving skills, with the ability to identify prospects and develop effective sales approaches. Familiarity with Salesforce or other customer relationship management systems is an asset. Working knowledge of Microsoft Office, particularly intermediate-level Excel skills, is preferred. Bilingual proficiency is an asset. A Life Licence Qualification Program (LLQP) designation, or progress toward obtaining it, is preferred. Benefits Competitive compensation: Expected annual compensation ranging from CAD $73,500 to $103,500, including salary and sales incentives. Actual compensation varies according to performance, sales results, location, qualifications, experience, and other relevant factors. Sales incentive opportunities: Eligibility to participate in sales incentive programs, with variable compensation based on role-specific performance criteria. Remote work: Full-time remote working arrangements in eligible Canadian locations, including British Columbia, Alberta, Manitoba, and Saskatchewan. Compensation ranges may vary by location. Comprehensive health coverage: Eligible employees can access medical, dental, vision, mental health, life insurance, accidental death and dismemberment (AD&D), and short- and long-term disability benefits. Wellness and family support: Access to wellness benefits, employee and family assistance programs, and eligible adoption and surrogacy support. Retirement and financial planning: Various retirement savings plans, including pension options, a global share ownership plan with employer matching contributions, and financial education and counselling resources. Paid time off: Paid holidays, vacation, personal days, sick days, and applicable statutory leaves of absence. Learning and career development: Ongoing training, professional growth opportunities, and a structured development pathway toward potential field sales roles. Flexible and inclusive environment: A workplace that values employee well-being, inclusion, flexibility, and long-term career development.