Business Development Consultant, Insurance
Jobgether
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Business Development Consultant, Insurance based in Canada. Join a high-energy insurance sales team and help drive business growth by building strong, lasting relationships with financial advisors. In this role, you will proactively connect with advisors, understand their business needs, and recommend insurance solutions that support their clients and sales objectives. Through consultative selling, strategic outreach, and targeted sales campaigns, you will contribute directly to territory growth and advisor engagement. You will use data and customer relationship management tools to identify opportunities, track performance, and strengthen collaboration across the sales team. This remote opportunity offers a supportive environment with ongoing training and professional development. It also provides a strong foundation for future career advancement into field-based insurance sales roles. Accountabilities - Conduct proactive outbound calls to financial advisors within an assigned mass-market territory, targeting a minimum of 60 calls per day and meeting established sales and appointment-booking objectives. - Build, maintain, and expand advisor relationships through consistent engagement, effective communication, and a strong understanding of their business priorities. - Apply a consultative, question-based sales approach to gather insights into advisors’ practices, identify opportunities, and tailor recommendations to their needs. - Present insurance products, services, and value-added solutions, clearly demonstrating their benefits and supporting advisors in achieving their sales goals. - Execute targeted sales campaigns, identify high-potential prospects, and develop actionable plans to increase business opportunities and territory performance. - Collaborate with field sales representatives and internal colleagues to share market intelligence, business leads, sales ideas, and best practices. - Maintain accurate advisor profiles, sales activities, and follow-up records in Salesforce to support effective relationship management and sales tracking.
- Monitor sales activity and progress against performance targets, adapting outreach strategies to maximize engagement and results. - Participate in ongoing training to deepen insurance product knowledge, strengthen consultative selling capabilities, and prepare for future career opportunities. Requirements - At least two years of experience in insurance or sales, with a demonstrated ability to develop relationships and generate business. - Proven success in proactive selling, outbound prospecting, and cold calling. - A college or university degree in a related field, or equivalent professional experience. - Strong interpersonal and relationship-building skills, with the ability to engage financial advisors confidently and establish credibility. - Excellent verbal communication and consultative selling abilities, including the capacity to ask effective questions, understand business needs, and present relevant solutions. - Strong organizational skills, initiative, and the ability to manage a high volume of calls and follow-ups in a target-driven environment. - Energy, creativity, and resilience when pursuing new business opportunities and working toward sales objectives. - Innovative marketing and problem-solving skills, with the ability to identify prospects and develop effective sales approaches. - Familiarity with Salesforce or other customer relationship management systems is an asset. - Working knowledge of Microsoft Office, particularly intermediate-level Excel skills, is preferred. - Bilingual proficiency is an asset. - A Life Licence Qualification Program (LLQP) designation, or progress toward obtaining it, is preferred.
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