Financial Horizons Group Looking for Regional Sales Coordinator (Insurance) – Hybrid at Winnipeg, MB Full Time

Are you a team player that enjoys the satisfaction of supporting others? Do you get excited about the opportunity to learn and train others on new systems? Are you a strong communicator with a knack for troubleshooting?

If you nodded ‘yes’ to those questions, you may just be the next Regional Sales Coordinator to join the FH family! Keep reading to see if this role is the right fit for you.

What will you be doing in this role?

Relationship Management

• Provide advisor triage support/troubleshooting and liaison with various departments
• Provide proactive training support on new and changing tools and technology
• Provide reactive training support to established advisors and their teams on various tools and technology (WealthServ, Conquest, BSA, commissions, carrier websites, reporting, etc.)
• Build and promote the self-serve model
• Sales campaign tracking and reporting in Salesforce
• Claims support for advisors including providing direction and support to advisors with carrier contacts and forms required
• Log and issue CE credits for advisors and follow up with carrier as required
• Assist advisors in locating application forms

Events Coordination

• Work in collaboration with the distribution and national events teams to coordinate regional and local events such as Regional Summits and local carrier sponsored events
• Responsible for regional advisor communications including carrier updates and events, carrier and FH contest updates, etc.
• Regional Marketing allowance

What qualifications are required?

• Hold or is working toward a financial services designation, such as CFP, CLU or CHS is an asset
• LLQP and Mutual Funds license is an asset
• College Diploma, University degree, or equivalent experience

What competencies are required?

• Customer service
• Judgement
• Time management
• Proactive and resourceful
• Communication skills – verbal and written
• Interpersonal skills
• Adaptability

What should your experience look like?

• 2 years customer service or inside sales experience
• Insurance and investments sales and basic product knowledge/experience
• Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
• Salesforce experience (or other CRM) is an asset

Benefits & Perks

As a member of the FH family you can expect a professional yet engaging, supportive and family like environment – our company started with 4 employees! An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

• 3 weeks of paid vacation
• Excellent Group Benefits plan
• Group Retirement Plan with employer matching
• Flexible and supportive Personal Days for employee or family illness, emergency etc…
• Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
• Market leading Wellness Credit program
• Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

Who are we?

Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a presence right across the country. There is a lot more to us under the ‘Our Story’ section, but we’re trying to keep it short here. If you’ve read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! 🙂