Sales Support Associate
Canada Life is committed to improving the financial, physical, and mental well-being of Canadians. They are seeking a Sales Support Associate who will work closely with the sales team to support the service area, ensuring proposals are processed efficiently and participating in the renewal 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. French is an asset
- 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
- Knowledge of the group benefits industry would be considered an asset
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to