The Senior Specialist, Insurance Education & Engagement / Inside Sales Representative, develops contacts and business relationships with schools and universities, & other local student societies and associations. This position engages and educates members, students, about the role and importance, value, and capabilities of the Association Insurance products and services. How you will make a difference
- Identifying opportunities to present and educate students, and members on the importance of insurance products and services available through the association
- Creating and delivering presentations, coordinating events and seminars, and developing social media presence and communications.
- Identifying opportunities to sell Insurance products while also identifying the need for deeper reviews for insurance advice, referring members seeking advice to advisors in order to meet certain team goals and targets.
- Developing and implementing an Education and Engagement plan to ensure targets are met for events, outreach and application goals.
- Coordinating and maintaining a schedule of planned educational and engagement initiatives.
- Researching, collecting and providing insights to internal and external stakeholders from market interactions, including competitive intelligence, environmental issues, membership, educational and licensing requirements, and other issues that may impact members and Insurance's ability to achieve its goals.
- University Degree or College Diploma in Finance, Commerce, Marketing, Business Administration
- Three to four years of relevant experience creating and delivering presentations to large groups of people.
- Possess the Life License Qualification Program (LLQP) Certificate
- intermediate to advanced presentation, content development and communications skills, leadership, public speaking skills and consultation skills.
- Valid Ontario Driver's license with access to a registered vehicle with some travel within Ontario required
- Group and individual insurance knowledge an asset
- Sales, Business Development and Marketing experience
- CFP (Certified Financial Planner) Designation
- Knowledge with retirement product such as RRSP, TFSA, annuities, and retirement planning knowledge is an asset.
What do we have to offer you?
- A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
- A fantastic opportunity to grow with the team and help shape the strategic direction of the Association, its members
- An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
- A commitment to growth and development through paid professional development and continuous in-house learning
- A friendly and flexible hybrid work environment
- Competitive salary and bonus program
- Exceptional group benefits package, including a spending account and a robust wellness program