Regional Life Associate (Internal Wholesaler)

Job ID: 10263 Employment Type: Existing Role Work Environment: We offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Toronto (North York), ON; Kitchener, ON; Ottawa, ON. Working Business Language: English Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $70,000 - $80,000. Candidates with salary expectations outside of the range are still encouraged to apply. About The Wawanesa Mutual Insurance Company Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada’s largest mutual insurers, 100% owned by its members, with more than $4.1 billion in annual revenue and $12.5 billion in assets. Headquartered in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy. Wawanesa proudly serves more than 1.8 million members and we are home to more than 3,000 employees across Canada. The company actively gives back to organizations that strengthen communities, donating more than $4 million annually to charitable organizations, including more than $2 million each year in support of people on the front lines of climate change. Learn more at wawanesa.com. We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team. JOB OVERVIEW Independent insurance advisors in Canada have a great deal of choice when selecting a provider for their client’s insurance need. The regional life associates’ roles is to ensure Wawanesa and its suite of insurance solutions are prominently featured to our contracted brokers and prospective brokers’, to help Wawanesa Life win business. This is done through a proactive combination of advisor service, case consultation and relationship building. Through a primarily virtual and phone-based presence, the regional life associate, will act as a representative of Wawanesa in all distribution activities. This includes, supporting advisors new business needs and inforce policy inquiries. The regional life associate will partner closely with their assigned regional life managers to build a comprehensive business plan to support and grow the assigned territory through advisor growth goals, new advisor prospecting, coordination of advisor interactions and marketing initiatives. JOB RESPONSIBILITIES * Promote Wawanesa Life to advisors in a competitive marketplace. * Support your aligned external wholesalers (Regional Life Manager) within the assigned territory. * Build relationships with advisors in the assigned territory (largely over the phone or virtually) while taking direction from the external wholesalers in the territory. * Call on advisors to notify them of campaigns, promotions, sales opportunities. * Develop stagnant or underperforming advisors and grow share of business from all advisors in the territory. * Prospect for new advisor relationships through use of Wawanesa value proposition and centers of influence. * Provide case consultations for advisors, including building quotes/illustrations, give product advice and/or offering training/education. * Work with internal partners (operations, administration, underwriting, etc.) to achieved desired production results. * Proactively communicate and serve advisors in assigned territory. This includes meeting minimum number of weekly proactive sales calls/meetings. * Develop advisor reporting to help identify opportunities in the assigned territory. * Book required minimum number of meetings for external wholesalers. * Provide marketing material support to advisors and external wholesalers. * Act as a representative of Wawanesa Life in place of external wholesalers at events when they are unavailable. * Help members whose advisors have retired or left the business, with their insurance needs or questions. QUALIFICATIONS * Prior insurance sales experience * LLQP designation (or willing to complete) * Post-secondary education in related discipline * Industry designations (CFP, CLU, CHS, etc.) considered an asset * Strong communication, organizational, and relationship-building skills * Proficiency in Microsoft Office platform and Salesforce * Comfortable in a high paced, results oriented environment #LI-JB3 Diversity Equity, Inclusion & Belonging At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce. We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas. We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to [email protected] [[email protected]]. All Wawanesa job applicants are subject to Wawanesa's Privacy Policy [https://www.wawanesa.com/canada/pip/employee-privacy-policy]. Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.

The Life Insurance Specialist supports and develops distribution channels and individual agents through inbound and outbound communication. They are responsible for building relationships, promoting products, training agents, and assisting with customer inquiries and sales processes.

Candidates should have 2-3 years of experience in a customer service or insurance role and possess a valid LLQP license. A post-secondary degree or diploma is preferred, along with strong knowledge of life and investment products.

• Annual bonus plan • Leave of absence top-up programs • Generous vacation time • Personal days • Premium free benefits • Pension plan

• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Souci du détailSouhaitée
• VenteSouhaitée
• CommunicationSouhaitée
• Saisie de donnéesSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Life insurance
• Sales
• Relationship building
• Customer service
• Inbound calls
• Outbound calls
• Product training
• Insurance quoting
• Microsoft Office Suite
• Conflict resolution
• Negotiation
• Underwriting
• Data entry
• Communication
• Problem-solving
• Attention to detail
• Outbound Calls
• Rapport Building
• Product Promotion
• Business Insurance
• Internal Pay Equity
• Marketing Materials
• Life Insurance Products
• Investments
• Customer Service
• English Language
• Equities
• Selling Techniques
• Growth Strategies
• Problem Solving
• Labor Economics
• Legislation
• Memos
• Microsoft Office
• Microsoft PowerPoint
• Presentations
• Sales Process
• Balancing (Ledger/Billing)
• Customer Inquiries
• Enthusiasm

• Sales
• Customer Service & Support
• Finance & Accounting
• Internal Wholesaler
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

Formation minimale

Maîtrise

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

15 heures par semaine

Présence au bureau

2 jours par semaine