Equitable Life of Canada – Associate Underwriting Consultant – Ontario

Company: Equitable Life of Canada

Location: Ontario

Expected salary:

Job date: Thu, 03 Apr 2025 03:19:28 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Associate Underwriting Consultant
Reports To: Manager, Underwriting
Department: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.The Opportunity: Equitable is growing! We are looking for an Associate Underwriting Consultant to join our Individual Underwriting team! This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers while developing skills for the future.What you will be doing:

  • Excellent negotiation skills
  • Superior underwriting technical knowledge in both medical and financial underwriting
  • Providing educational presentations to underwriting
  • Providing training sessions to underwriters including mentoring senior underwriters on large case financial concepts.
  • Excellent understanding of legalities of underwriting processes
  • Assist Chief Underwriter on medical cases
  • ECG Interpretations
  • Assist the Senior Underwriting Consultant with semi-annual technical underwriting audits on the underwriting team
  • Co-sign for all levels of underwriters in the department
  • Assist with the review of fraudulent claims
  • Assist with the handling of rescissions from underwriting
  • SME for underwriting projects and projects that impact underwriting
  • Assist the Senior Underwriting Consultant with planning and execution of Underwriting training day
  • Assist in promoting a positive environment in the underwriting department
  • Responsible for Competitive analysis and benchmarking to keep Equitable current on our applications, exclusion wording, policy procedures and preferred guidelines
  • Responsible for developing underwriting pieces for the RSM and advisors such as build tables and updating the UW admin guide
  • Responsible for benchmarking and ongoing, updating of our applications, paramedical forms, change applications and electronic applications
  • Assist AVP Chief underwriter on business cases for underwriting initiatives

What you will bring:

  • Excellent analytical and problem-solving ability, strong medical knowledge
  • Excellent written, verbal and product knowledge skills, ability to impart knowledge to others work in a team environment
  • Good knowledge of Windows/Word as well as Internet and keyboarding skills
  • Proactive and service orientated, results focused.
  • Sound medical knowledge, accurate and timely processing provides a quick decision to agent/broker
  • Underwriting customer service to the field, communication of incorrect information could cause delay in issue of policies,
  • loss of agent’s confidence/business
  • Consultation with Medical Director, reinsurers on unusual medical questions ensuring that the company is not at increased
  • risk
  • Project work as designated by manager, includes audits of MIB, underwriter files to ensure accuracy and appropriate
  • development of our underwriters as well as self development, seminars, conferences, studying publications, LOMA
  • FLMI / FALU designation or currently working towards
  • Consistent accountability of quality, quantity of work with positive audit results
  • 15 hours per year designated participation to education enhancement to remain current with medical knowledge and
  • industry underwriting trends

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Senior Underwriting Consultant – Large Case – Waterloo, ON

Company: Equitable Life of Canada

Location: Waterloo, ON

Expected salary:

Job date: Tue, 01 Apr 2025 22:17:33 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Senior Underwriting Consultant – Large CaseReports To: Director, Individual UnderwritingDepartment: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.​​​The Opportunity: ​​ Equitable is growing and we are looking for a Senior Underwriting Consultant with large case experience. Our Underwriters assess life and critical illness products and contribute to specialized projects in both traditional and data-based underwriting. This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers.​What you will be doing:​

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors for affluent and high net worth Canadians
  • Provide mentorship, training and co-signing to other underwriters
  • Consistently maintain a high level of accountability in quality and quantity of work with favourable audit results
  • Ensure service standards are met both independently and working collaboratively with other Underwriters to ensure Team success
  • Provide a first-class client experience
  • Participate in traditional and data-based projects
  • Assess claims, rescissions and reinstatements
  • Prepare, present and lead development opportunities for our Distribution partners, colleagues, internal and external business partners
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Advocate for the continuous enhancement of the profession of underwriting
  • Stretching your risk-management skills and contributing to specialized projects in both traditional and data-based underwriting
  • Some travel may be required

​What you will bring:​

  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Excellent analytical and problem-solving abilities with a proactive mindset
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Owners’ mindset for meeting individual and team goals
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Fluency in using data as an underwriting tool or the willingness to learn
  • Overall curiosity in all that you do
  • College or University degree or equivalent experience
  • 5+ years of demonstrated professional experience as a Life and Critical Illness Underwriter with experience in the affluent and high net worth market
  • FLMI / FALU / CPU designation(s) or currently working towards them
  • Commitment to continuous learning and participation in education enhancement to remain current with medical knowledge and industry underwriting trends
  • Good knowledge of MS Office Suite
  • Bilingual in English, French, Cantonese, Mandarin is an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite, full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

​As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Senior Underwriting Consultant – Large Case – Toronto, ON

Company: Equitable Life of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 02 Apr 2025 05:34:59 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Senior Underwriting Consultant – Large CaseReports To: Director, Individual UnderwritingDepartment: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.​​​The Opportunity: ​​ Equitable is growing and we are looking for a Senior Underwriting Consultant with large case experience. Our Underwriters assess life and critical illness products and contribute to specialized projects in both traditional and data-based underwriting. This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers.​What you will be doing:​

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors for affluent and high net worth Canadians
  • Provide mentorship, training and co-signing to other underwriters
  • Consistently maintain a high level of accountability in quality and quantity of work with favourable audit results
  • Ensure service standards are met both independently and working collaboratively with other Underwriters to ensure Team success
  • Provide a first-class client experience
  • Participate in traditional and data-based projects
  • Assess claims, rescissions and reinstatements
  • Prepare, present and lead development opportunities for our Distribution partners, colleagues, internal and external business partners
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Advocate for the continuous enhancement of the profession of underwriting
  • Stretching your risk-management skills and contributing to specialized projects in both traditional and data-based underwriting
  • Some travel may be required

​What you will bring:​

  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Excellent analytical and problem-solving abilities with a proactive mindset
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Owners’ mindset for meeting individual and team goals
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Fluency in using data as an underwriting tool or the willingness to learn
  • Overall curiosity in all that you do
  • College or University degree or equivalent experience
  • 5+ years of demonstrated professional experience as a Life and Critical Illness Underwriter with experience in the affluent and high net worth market
  • FLMI / FALU / CPU designation(s) or currently working towards them
  • Commitment to continuous learning and participation in education enhancement to remain current with medical knowledge and industry underwriting trends
  • Good knowledge of MS Office Suite
  • Bilingual in English, French, Cantonese, Mandarin is an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite, full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

​As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Senior Underwriting Consultant – Large Case – Ontario

Company: Equitable Life of Canada

Location: Ontario

Expected salary:

Job date: Wed, 02 Apr 2025 06:42:12 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Senior Underwriting Consultant – Large CaseReports To: Director, Individual UnderwritingDepartment: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.​​​The Opportunity: ​​ Equitable is growing and we are looking for a Senior Underwriting Consultant with large case experience. Our Underwriters assess life and critical illness products and contribute to specialized projects in both traditional and data-based underwriting. This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers.​What you will be doing:​

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors for affluent and high net worth Canadians
  • Provide mentorship, training and co-signing to other underwriters
  • Consistently maintain a high level of accountability in quality and quantity of work with favourable audit results
  • Ensure service standards are met both independently and working collaboratively with other Underwriters to ensure Team success
  • Provide a first-class client experience
  • Participate in traditional and data-based projects
  • Assess claims, rescissions and reinstatements
  • Prepare, present and lead development opportunities for our Distribution partners, colleagues, internal and external business partners
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Advocate for the continuous enhancement of the profession of underwriting
  • Stretching your risk-management skills and contributing to specialized projects in both traditional and data-based underwriting
  • Some travel may be required

​What you will bring:​

  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Excellent analytical and problem-solving abilities with a proactive mindset
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Owners’ mindset for meeting individual and team goals
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Fluency in using data as an underwriting tool or the willingness to learn
  • Overall curiosity in all that you do
  • College or University degree or equivalent experience
  • 5+ years of demonstrated professional experience as a Life and Critical Illness Underwriter with experience in the affluent and high net worth market
  • FLMI / FALU / CPU designation(s) or currently working towards them
  • Commitment to continuous learning and participation in education enhancement to remain current with medical knowledge and industry underwriting trends
  • Good knowledge of MS Office Suite
  • Bilingual in English, French, Cantonese, Mandarin is an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite, full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

​As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Underwriter, Intermediate – Waterloo, ON

Company: Equitable Life of Canada

Location: Waterloo, ON

Expected salary:

Job date: Wed, 02 Apr 2025 23:52:16 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Underwriter, Intermediate
Reports To: Manager, Underwriting
Department: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.The Opportunity: Equitable is growing! We are looking for Underwriters to join our Individual Insurance team! The Intermediate Underwriter plays a key role in risk assessment for both life and critical illness products. This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers while developing skills for the future.What you will be doing:

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors
  • Consistently provide a superior quality of work
  • Manage volumes of daily work independently to ensure service standards are met
  • Provide a first-class client experience
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Contribute to continuous enhancement of underwriting processes and procedures

What you will bring:

  • Bilingual in French and English is an asset
  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Excellent analytical and problem solving abilities
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Excellent relationship skills – proactive and service-oriented is key!

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Underwriter, Intermediate – Toronto, ON

Company: Equitable Life of Canada

Location: Toronto, ON

Expected salary:

Job date: Thu, 03 Apr 2025 05:34:36 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Underwriter, Intermediate
Reports To: Manager, Underwriting
Department: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.The Opportunity: Equitable is growing! We are looking for Underwriters to join our Individual Insurance team! The Intermediate Underwriter plays a key role in risk assessment for both life and critical illness products. This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers while developing skills for the future.What you will be doing:

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors
  • Consistently provide a superior quality of work
  • Manage volumes of daily work independently to ensure service standards are met
  • Provide a first-class client experience
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Contribute to continuous enhancement of underwriting processes and procedures

What you will bring:

  • Bilingual in French and English is an asset
  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Excellent analytical and problem solving abilities
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Excellent relationship skills – proactive and service-oriented is key!

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Virtual Sales Representative – Asian Markets (Mandarin) – Ontario

Company: Equitable Life of Canada

Location: Ontario

Expected salary:

Job date: Wed, 26 Mar 2025 03:07:36 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Virtual Sales Representative, MGA/Asian MarketsReports To: Virtual Sales Vice President, Individual SalesDepartment: Individual Sales
Term: Permanent Full-Time
Location: CanadaWork Arrangements: You will work from your home office 100% of the time. Sales related roles may be required to travel based on the assignment. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis.The Opportunity: ​​ The Virtual Sales Representative is a critical sales role within our Individual Life and Health Insurance division. Through partnership with the external Director, Insurance Sales; in this role you will be responsible for business development and account management of life insurance focused advisors across the MGA/Asian Markets marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable within assigned territories.This role will have a focus on the MGA/Asian Markets channel across Canada.What you will be doing:​

  • Partner with the external Director, Insurance Sales
  • Develop and maintain strong relationships with insurance focused advisors through proactive activities within assigned territories
  • Meet or exceed sales targets and grow the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI) within assigned territories
  • Build relationships with producers through 1 on 1 discussions, seminars and case consultation.

What you will bring:​

  • ​​Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance environment
  • Excellent negotiation skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • Superior time management and organizational skills
  • Highly developed interpersonal, analytical and presentation (written and oral) skills
  • must have the ability to travel to various locations for meeting and/ or events as required

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Annual vacation allowance, and company-paid benefits program
  • Immediate enrollment into the company’s pension program with employer matching
  • Discounts on company products and service and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Virtual Sales Representative – Waterloo, ON

Company: Equitable Life of Canada

Location: Waterloo, ON

Expected salary:

Job date: Wed, 19 Mar 2025 08:17:54 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Virtual Sales Representative
Reports To: Virtual Sales Vice President, Individual Sales
Department: Individual Sales
Term: Permanent Full-Time
Location: CanadaWork Arrangements: You will work from your home office 100% of the time. Sales related roles may be required to travel based on the assignment. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis.​The Opportunity: ​​ The Virtual Sales Representative is a critical sales role within our Individual Life and Health Insurance division. Through partnership with the external Director, Insurance Sales; in this role you will be responsible for business development and account management of life insurance focused advisors across the MGA/Asian Markets marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable within assigned territories.This role will have a focus on the MGA/Asian Markets channel across Canada.What you will be doing:​

  • Partner with the external Director, Insurance Sales
  • Develop and maintain strong relationships with insurance focused advisors through proactive activities within assigned territories
  • Meet or exceed sales targets and grow the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI) within assigned territories
  • Build relationships with producers through 1 on 1 discussions, seminars and case consultation.

​What you will bring:​

  • ​​Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance environment
  • Excellent negotiation skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • Superior time management and organizational skills
  • Highly developed interpersonal, analytical and presentation (written and oral) skills
  • must have the ability to travel to various locations for meeting and/ or events as required

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Includes variable pay opportunities
  • Annual vacation allowance, and company-paid benefits program
  • Car allowance and work travel expense program
  • Immediate enrollment into the company’s pension program with employer matching
  • Discounts on company products and service and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Virtual Sales Representative – Toronto, ON

Company: Equitable Life of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 19 Mar 2025 00:07:18 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Virtual Sales Representative
Reports To: Virtual Sales Vice President, Individual Sales
Department: Individual Sales
Term: Permanent Full-Time
Location: CanadaWork Arrangements: You will work from your home office 100% of the time. Sales related roles may be required to travel based on the assignment. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis.​The Opportunity: ​​ The Virtual Sales Representative is a critical sales role within our Individual Life and Health Insurance division. Through partnership with the external Director, Insurance Sales; in this role you will be responsible for business development and account management of life insurance focused advisors across the MGA/Asian Markets marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable within assigned territories.This role will have a focus on the MGA/Asian Markets channel across Canada.What you will be doing:​

  • Partner with the external Director, Insurance Sales
  • Develop and maintain strong relationships with insurance focused advisors through proactive activities within assigned territories
  • Meet or exceed sales targets and grow the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI) within assigned territories
  • Build relationships with producers through 1 on 1 discussions, seminars and case consultation.

​What you will bring:​

  • ​​Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance environment
  • Excellent negotiation skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • Superior time management and organizational skills
  • Highly developed interpersonal, analytical and presentation (written and oral) skills
  • must have the ability to travel to various locations for meeting and/ or events as required

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Includes variable pay opportunities
  • Annual vacation allowance, and company-paid benefits program
  • Car allowance and work travel expense program
  • Immediate enrollment into the company’s pension program with employer matching
  • Discounts on company products and service and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Virtual Sales Representative – Ontario – Ottawa, ON

Company: Equitable Life of Canada

Location: Ottawa, ON

Expected salary:

Job date: Wed, 19 Mar 2025 01:22:14 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Virtual Sales Representative
Reports To: Virtual Sales Vice President, Individual Sales
Department: Individual Sales
Term: Permanent Full-Time
Location: CanadaWork Arrangements: You will work from your home office 100% of the time. Sales related roles may be required to travel based on the assignment. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis.​The Opportunity: ​​ The Virtual Sales Representative is a critical sales role within our Individual Life and Health Insurance division. Through partnership with the external Director, Insurance Sales; in this role you will be responsible for business development and account management of life insurance focused advisors across the MGA/Asian Markets marketplace. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable within assigned territories.This role will have a focus on the MGA/Asian Markets channel across Canada.What you will be doing:​

  • Partner with the external Director, Insurance Sales
  • Develop and maintain strong relationships with insurance focused advisors through proactive activities within assigned territories
  • Meet or exceed sales targets and grow the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI) within assigned territories
  • Build relationships with producers through 1 on 1 discussions, seminars and case consultation.

​What you will bring:​

  • ​​Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • Minimum 5 years of financial industry experience, with experience in marketing to firms and advisors in a life insurance environment
  • Excellent negotiation skills
  • Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • Superior time management and organizational skills
  • Highly developed interpersonal, analytical and presentation (written and oral) skills
  • must have the ability to travel to various locations for meeting and/ or events as required

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Includes variable pay opportunities
  • Annual vacation allowance, and company-paid benefits program
  • Car allowance and work travel expense program
  • Immediate enrollment into the company’s pension program with employer matching
  • Discounts on company products and service and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote