At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.
The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you.
Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.
The Director, Insurance Sales, WFG is a critical sales role within our Individual Life and Health Insurance division. In this role you will be responsible for business development and account management exclusively of WFG channel of advisors. This will include providing case consultation, sales, product and marketing support to drive sales for the life and health insurance division of Equitable.
Join one of the region’s top employers and be part of something that truly makes a difference.
Work 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.
What you’ll do:
- Develop and maintain strong relationships with insurance focused advisors
- Meet or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life, Whole Life, Term and CI)
- Build relationships with producers through 1 on 1 meetings, seminars and case consultation
- Deliver presentations to small and large groups of Advisors and distributors
What you’ll 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 Independent Advisors in a life insurance environment
- Previous sales and sales management experience required
- Valid driver’s license and well-maintained vehicle required
- Exceptional 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
- Ability to travel, approximately 20% of the role, including Internationally
- Ability to work varying hours, including evenings and weekends
What’s in it for you:
- Career Growth: Regular learning sessions and development opportunities
- Total Rewards: Competitive sales incentive program, car allowance, work travel expense program, annual salary reviews, employer-paid benefits and pension matching
- Time Away: Competitive vacation plus one paid volunteer day each year
- Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach
We’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected]. We’re happy to help.
If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. This position is open and we are excited to find the right person to join our team. Your base pay will be based on your skills, qualifications, experience and education.
At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.
As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.
Reports To: Regional Vice President Individual Sales
Department: Individual Sales
Term: Permanent Full-Time
Location: Alberta
#LI-Remote
Skills Required
- Post-secondary education and/or an applicable professional designation such as CFP, CLU, CHFC, or TEP
- At least 5 years of financial industry experience
- Experience marketing to independent advisors in a life insurance environment
- Previous sales and sales management experience
- Valid driver's license and well-maintained vehicle
- Exceptional negotiation skills
- Proficiency with PowerPoint, Outlook, Word, and Excel
- Superior time management and organizational skills
- Highly developed interpersonal, analytical, written, oral, and presentation skills
- Ability to travel approximately 20%, including internationally
- Ability to work varying hours, including evenings and weekends
What We Do
Equitable is a U.S. financial services and insurance company that helps individuals, families, and small businesses secure financial well-being. It provides financial advice, protection, and retirement strategies through insurance and related solutions. The company traces its origins to 1859 and serves clients through dedicated professionals across the United States. Its offerings are designed to support long-term financial confidence and security.
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