About Sterling Capital Ltd.
Sterling Brokers has regional sales centers across Canada that are disrupting the Group Benefits and Retirement landscape.
The power of Sterling is our innovative platform that enables us to offer unique, streamlined solutions to our clients while integrating with the largest insurance carriers in Canada and global HRIS platforms. We are the largest independently owned and operated Third Party Administrator (TPA) and Broker in Canada, and fourth largest overall. Established in 2014, SCB is growing rapidly and looking for talented individuals to join our team.
Sterling is also supported in each region by our Brand Subsidiaries which are led by insurance professionals with more than 30 years of industry experience.
Our sales team is fully remote with some business related travel.
About the Role
Manage the entire sales process, from initial contact to the close of the deal. This role is supported by an Executive Account Management team.
Powered by Sterling, our regional insurance advisors work with local businesses where they are, recognizing the uniqueness of each region from coast to coast. By embracing the regional identities of major cosmopolitan centers of influence coupled with more remote small-town locations, our team is tailoring employee benefits that align with the specific characteristics that set apart each of our Canadian provinces. Solo entrepreneurs as well as those with hundreds of employees will be supported in this ecosystem.
What you'll do
- Through discovery meetings with your prospects you will learn about the prospects needs and present tailored solutions, effectively demonstrating the value of our insurance products and services.
- Collaborate with internal teams to ensure seamless implementation and delivery of solutions to clients. This role is support by a dynamic implementation team who will take the sale through implementation and onboarding ensuring a smooth and seamless transition for the client and their employees.
- Continuously expand your knowledge of our offerings and industry trends to stay ahead of the competition.
- Keep organized records and tracking progress toward business goals and quotas using Salesforce.
- Leverage Excel, Salesforce, and Salesloft to streamline your sales activities, track progress, and optimize your performance.
- Strategic planning with your manager to constantly fine tune your territory approach to improve overall sales results on a weekly, monthly, & quarterly basis.
- You will receive leads from a variety of sources (BDR’s, Marketing, Partnerships), but the expectation will also be to generate new business opportunities on your own as well.
- Collaborate with our internal GRS team to support client requirements for financial planning support services and or retirement/investment plans as part of their Group Benefits solution. This role is supported by a Group Retirement Planning team that specializes in this field.
Qualifications
Mandatory requirement: licensed insurance advisor - LLQP (Life, Accident and Sickness License) and E&O Coverage in force and in good standing in your home province of British Columbia.
Nice to have - Life, Accident and Sickness License in any additional Provinces or willing to be licensed in other provinces in the future.
Nice to have but not required – Segregated funds experience, CFP, CP, CEBS designations or other.
Please note: It is our company policy and an insurance regulation that you are licensed in the province in which the customers’ business is headquartered to earn commission income.
Proven experience as a successful Account Executive or in a comparable sales role within the insurance industry specifically in group benefits.
Experience working in a business-to-business sales environment with a multi-stage sales process.
Experience in selling to small to medium sizes businesses in British Columbia.
Strong track-record of independently generating leads, qualifying prospects, and closing deals.
Proficiency in utilizing Excel for data analysis and reporting.
Experience with Salesforce and Salesloft, or similar CRM and sales automation tools.
Excellent communication and negotiation skills, with the ability to build rapport and establish trust with clients.
Self-motivated and target-driven, with a passion for exceeding sales goals.
Strong organizational and time management abilities to effectively prioritize tasks and meet deadlines.