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Posted 29 days ago

Insurance Sales Director

@ Equitable CA

Alberta

5+ years experience
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SIGNALS

Overview

Equitable is hiring a Director, Insurance Sales for its WFG channel, a fully remote role based in Alberta. The director develops advisor relationships, drives sales of life and health insurance products, and delivers presentations to advisors and distributors. The role requires 20% travel, varying hours including evenings and weekends, and a valid driver's licence.

Responsibilities:

  • Build and maintain relationships with insurance advisors
  • Meet sales targets for individual insurance product line
  • Deliver one-on-one meetings, seminars and case consultation
  • Present to small and large groups of advisors and distributors

Requirements summary:

  • 5+ years financial industry experience with independent advisors
  • Prior sales and sales management experience
  • Post-secondary education or professional designation (CFP, CLU, CHFC, TEP)
  • Valid driver's licence and well-maintained vehicle
  • Exceptional negotiation and presentation skills

Tools & skills

Benefits mentioned

Life insuranceRetirement planPaid time offWellness
Source and dates

Employer career site / ATS feed · dayforce-feed

Employer posting date
2026-10-13
First seen by our source
2026-10-14
Source record updated
2026-10-14

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityManager
DepartmentSales
Experience5+ years
Manages peopleYes
Hours per week40 (estimated)
Scheduleday, evening
Travelair: moderate · ground: moderate
Work settingHome, Client sites
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsCFP, CLU, CHFC, TEP
Driver’s licencerequired, own vehicle
EducationCollege diploma (preferred)
Perks mentionedGenerous paid time off, Retirement plan, Performance bonus, Wellness, Home office allowance

Summary and details written by AI from the posting; the employer’s posting is the authority.

Equitable CA

FieldValue
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Job description

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, WFGis 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 PresidentIndividual Sales
Department: Individual Sales
Term: Permanent Full-Time

Location: Alberta



#LI-Remote

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