Sales Partner (Wealth Management/ Insurance)

Edmonton, AB

Are you a polished, driven sales professional who thrives in a results-oriented environment where income reflects performance? We're looking for a Sales Representative who thrives in this environment and brings a consultative approach to customer engagement.

JOB SUMMARY

As a Sales Representative, you'll play a pivotal role in growing business by developing trusted relationships with advisors and clients. You'll lead sales initiatives, educate stakeholders on solutions, and manage the client funnel to support successful deal implementation. This role requires a high degree of professionalism, organization, and the ability to work both independently and collaboratively.

RESPONSIBILITIES

Business Operations & Client Engagement

• Lead client meetings and tailor presentations to client needs and business goals
• Assess and manage your sales funnel to forecast deal potential and timelines
• Gather client insights to develop accurate quotes and business cases
• Maintain up-to-date schedules and manage follow-ups efficiently
• Submit accurate reporting and expenses in a timely manner

Advisor Relationship Management

• Serve as the primary point of contact for advisors
• Build long-term partnerships through thoughtful dialogue and solution-based selling
• Address objections effectively and resolve concerns to foster trust and collaboration
• Ensure high levels of advisor satisfaction and encourage repeat business

Sales Strategy & Market Insight

• Identify new business opportunities and build a strong client pipeline
• Monitor market and competitive trends to inform and adapt sales tactics
• Collaborate with leadership to develop and execute growth strategies

Product Expertise & Team Collaboration

• Stay informed on offerings, services, and market trends
• Deliver clear, tailored product presentations to clients and advisors
• Participate in team meetings and align with broader sales objectives
• Work closely with sales support staff to ensure seamless execution and CRM accuracy

REQUIREMENTS

• Proven success in a commission-based sales environment
• Strong sales process knowledge-from lead generation to closing
• Excellent communication, negotiation, and relationship-building skills
• Ability to manage multiple priorities and work independently
• Experience in finance, insurance, wealth management, or a related field is an asset
• A strong professional network or experience working with high-net-worth clients and financial advisors is preferred.

If you're a motivated sales professional ready to earn uncapped commissions, we'd love to hear from you! Apply in confidence today using the "Apply" button for immediate consideration.

Thank you in advance for your interest, only individuals deemed to have the skill set and experience to fit the role will be contacted. Applicants must be legally entitled to work in Canada without sponsorship.

Lock Search Group is a National Executive Recruitment firm with offices coast-to-coast, a staff of more than 25 Consultants and Associates, and expertise in four core practice areas. Our mission is to provide exceptional Recruitment and Consulting Services to clients and candidates. We apply our experience and expertise to deliver solutions with a personalized approach that focuses on client needs and candidate goals.

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