Sales & Partner Manager, Preplanning Solutions, Canada

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:
This position serves as a key contact for an assigned partner and/or territory and is responsible for developing and optimizing the overall TruStage Life of Canada (TLOC) sales results for their assignment while building and enhancing overall partner relationships(s). This includes driving overall partner sales of TLOC products, supporting the onboarding of new acquisitions, upskilling partner’s Field Sales Representatives for effectiveness, providing data/trend analysis to change behaviors and drive profitable product metrics , and supporting field experience and escalations. This role conducts their work face-to-face or virtual channels, as applicable.

Job Responsibilities:

• Maintain strategic and day to day relationships with partner Field Leadership and Sales Representatives in their assigned territory and cross functional teams critical to the execution of strategic direction for Sales (ie Partner Management, Data/Analytics, Operations, Learning & Development)
• In consultation with the Director of Sales and Experience for Canada, establish sales goals and implementation plans for TLOC products.
• Collaborate on executing these goals and plans to the partner’s Field Leadership, and measure, track, and communicate the results to Senior and Field Leadership, and Field Sales Representatives.
• Develop and implement motivation programs and sales incentives and upskill partner’s Sales Representatives through delivery of training and coaching to drive TLOC sales with a focus on a profitable product mix.
• Make recommendations for new products/processes based on feedback and observations in the field.
• Gather detailed information about Sales Representatives, and analyze/prioritize data to drive the development of sales strategies that ensure profit and growth objectives are achieved.
• Collaborate across the sales and partner management team on best practices, sharing of successful sales strategies, and input on products and services that support the strategic plan and profitable growth of the assigned territory and overall partner relationships.
• Manage performance to sales plan using metrics and scorecards to measure productivity, sales discipline, quality, and achievement of financial results. Based on results, develop and implement specific action plans to increase profitability by leveraging data analytics and trend analysis to execute activities that change behaviors, increase awareness and focus to drive results. 
• Provide input for the overall TLOC business planning process and develop a business action plan for assigned partner/territory sales. Update the business plan as appropriate.
• Participate in monthly/quarterly/annual Business Reviews to share results and forecasts/reports on sales activity and opportunity. 
• Collaborate with partners to identify new opportunities to distribute TLOC products
• Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities within assigned territory and collaborate cross functionally to deliver exceptional Partner and Field Representative experience.
• Support execution of the TLOC strategy with specific focus on partner results and by connecting partner experience and their role to the broader objectives.
• Track activities executed in SalesForce to provide data on results and the value of the relationship

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• 3+ years of successful sales experience, preferably within the financial services or Insurance industry.
• Strong sales aptitude and proven track record of success.
• Demonstrated knowledge of insurance products and services.
• Ability to manage multiple priorities, plan projects, maintain deadlines and strong organizational skills.
• Ability to comprehend and follow complex processes, with aptitude for continuous improvement.
• Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
• Demonstrated ability to integrate computer technology into sales processes.
• Demonstrated strong collaboration and teamwork abilities.
• Demonstrated ability to effectively build professional relationships with internal and external clients.
• Proven experience in developing strategies which will improve competitive position.
• Demonstrated ability to deliver effective presentations.
• Up to 75% travel required.
• Preneed industry experience preferred by not required
• Bilingual (French/English) is an asset but not required

#LI-LT

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.