Job Description

Key Responsibilities

• Deliver training to Financial Advisors on Canada Protection Plan and Foresters Financial products, services, software, as well as the completion of all applications and forms.
• Initiate phone contact with advisors to begin or expand on existing relationships
• Work in collaboration with Regional Sales Directors in executing a Marketing and Sales Plan for the region to generate sales and develop new business
• Use of in-depth knowledge of our products and the insurance industry in general, and interpersonal skills to increase sales and onboard new business
• Create, revise, and deliver presentations using Power Point software and Zoom
• Manage and respond to inquiries through telephone, email, or in person in an accurate, timely, and professional manner
• Attend planned events, webinars, and office trainings for advisors d...