Sales Support Associate

Canada Life is committed to improving the financial, physical, and mental well-being of Canadians. They are seeking a Sales Support Associate who will work closely with the sales team to support the service area, ensuring proposals are processed efficiently and participating in the renewal process.

Responsibilities

• Ability to understand the sales process and participate in the processing of the business with excellence
• Ability to work with all systems required for the Sales Support Associate accountabilities of the sales and renewal process
• Works with Sales team to ensure that proposals are processed and released in a complete and timely manner to our business partners
• Understand the renewal process and participate preparing renewals is key
• Processing Agent of Record changes
• Helping new advisors set up broker contracting
• Acknowledging and raising any opportunities to the sales team
• Provide back-up support to other positions on the team as required
• Willingness to take on ad-hoc assignments when needed

Skills

• Strong verbal and written communication skills in English. French is an asset
• Post-secondary education
• Strong critical thinking skills with an analytical approach
• Adept with numbers, formulas and ability to read, compare and understand data
• Understanding the end-to-end sales process and how each part of the process impacts the next
• Intermediate to advanced skill in Excel, with a keen ability to learn and work within other software programs (RS4, ARC, Salesforce, etc.)
• Comfortable using MS Office 365 (One Note, One Drive, Word, Teams, and Outlook)
• Strong organizational and time management skills with the ability to handle multiple tasks and meet deadlines
• Attention to detail is key to succeed in this role
• Good problem-solving skills
• Ability to work independently as well as in a team environment
• Knowledge of the group benefits industry would be considered an asset

Benefits

• Opportunities for career advancement, access to industry-leading learning programs and up to