Deliver training to Financial Advisors on Canada Protection Plan and Foresters Financial products, services, software, as well as the completion of all applications and forms.
Initiate phone contact with advisors to begin or expand on existing relationships
Work in collaboration with Regional Sales Directors in executing a Marketing and Sales Plan for the region to generate sales and develop new business
Use of in-depth knowledge of our products and the insurance industry in general, and interpersonal skills to increase sales and onboard new business
Create, revise, and deliver presentations using Power Point software and Zoom
Manage and respond to inquiries through telephone, email, or in person in an accurate, timely, and professional manner
Attend planned events, webinars, and office trainings for advisors d...