Billyard Insurance Group Job Board
Sales Consultant
Description
Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business. At Billyard Insurance Group, our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.
The Sales Consultant is responsible for supporting the sales activities of licensed Life Insurance brokers within the organization. This role focuses on developing strong, trusting relationships with brokers, enhancing their marketing strategies, lead generation, networking, and overall client relationship capabilities. Additionally, the Sales Consultant will work closely with brokers to deepen their knowledge of insurance products relevant to their specialization, ensuring a client-centered approach that emphasizes long-term relationship building.
What does the Sales Consultant do?
- Provide ongoing support to Life Brokers in their sales activities, fostering a collaborative environment that enhances broker performance and client satisfaction.
- Leverage comprehensive knowledge of life insurance products and market trends to advise brokers, helping them make informed decisions that benefit their clients.
- Develop and maintain trusting relationships with Life Brokers, ensuring open communication and mutual understanding to drive sales success and enhance service delivery.
- Instill a client-centric approach within brokers, emphasizing the importance of ongoing client relationships beyond initial sales.
- Collaborate with brokers to create tailored sales strategies that align with client needs and market opportunities, fostering a proactive sales culture.
- Monitor and analyze broker performance metrics, providing insights and recommendations to improve sales effectiveness and client engagement.
- Address any challenges or obstacles brokers face in their sales processes, working collaboratively with other staff and departments to offer practical solutions to enhance their operational efficiency.
- Work closely with other departments (e.g., marketing, compliance) to ensure cohesive support for brokers, facilitating a seamless operational experience.
- Establish a feedback loop with brokers to understand their needs and challenges, allowing for continuous improvement in support services.
- Ensure that all sales activities conducted by brokers comply with relevant regulations and organizational policies, maintaining high ethical standards.
- Guide brokers in implementing effective client relationship management strategies that enhance client loyalty and satisfaction.
- Support training sessions for brokers on product knowledge and sales techniques, contributing to their professional growth and enhancing their capabilities.
- Assist brokers in identifying and developing leads through effective networking strategies, aiming to increase their client base and sales volume.
- Organize and facilitate networking events for brokers, encouraging relationship-building with potential clients and industry partners.
Does this sound like you?
- Exceptional skill in developing and nurturing professional relationships that drive collaboration and trust.
- Clear and effective communication skills, both verbal and written, to convey complex information simply.
- Ability to understand and address the emotional and practical needs of brokers and clients.
- Competence in negotiating terms and agreements that satisfy both brokers and clients.
- Ability to adjust strategies and approaches in response to changing market conditions and broker needs.
- Skill in managing and resolving conflicts that arise between brokers and clients or within the sales team.
- Strong team player who fosters a collaborative environment and values diverse perspectives.
- Ability to guide and support brokers in their professional development through effective coaching.
- Deep commitment to providing exceptional service and ensuring a positive experience for brokers and clients alike.
- Deep understanding of life insurance products, market dynamics, and regulatory requirements.
- Ability to develop and implement effective sales strategies tailored to diverse client needs.
- Skill in analyzing sales data and performance metrics to inform decision-making and strategy adjustments.
- Competence in conducting market research to identify trends and opportunities for brokers.
- Ability to design and deliver training programs that enhance broker skills and product knowledge.
- Familiarity with CRM systems and tools that facilitate effective client relationship management.
- Understanding of regulatory compliance standards and ability to guide brokers in adherence.
- Comfort with various technology platforms relevant to sales and marketing in the insurance sector.
- Strong ability to present information clearly and engagingly to brokers and clients.
Qualifications:
- Minimum of 5 years of experience in a licensed capacity, either as a Life Broker or in a wholesaler role.
- Life Insurance License in the relevant jurisdiction.
- Proven experience in sales, client relationship management, and training or mentoring others in a professional setting.
- Additional relevant professional certifications are preferred.
What We Offer
- People-focused company culture
- Comprehensive benefits including medical, vision, dental, and Employee Assistance Program (EAP)
- 3 weeks’ vacation in year 1, 4 weeks in year 2
- Birthday day off
- Hybrid work from home / in-office environment
- Retirement savings programs, with company-matched RRSP contributions
Working Conditions
- Works primarily in a standard office setting with a typical climate-controlled environment. The role requires periods of sitting, computer use, and participation in meetings or collaborative sessions. Noise levels are generally low, and the position involves minimal physical exertion.
- The role is required to travel at times for meetings with Managing Partners, Life licensed Brokers and related industry events.
Our Commitment to Diversity, Inclusion and Belonging
Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.
Our Commitment to Accessibility
Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at recruitment@thebig.ca or 905.346.2190 ext. 10211.