Fast Consultant- WFG Canada
Full Time
Sales and Marketing
As part of the World Financial Group (WFG) Distribution team, the FAST Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance, training, and communication; and to execute on WFG growth strategies. The FAST Consultant is a technical knowledge resource to enhance the recruit and new agent experience and improve recruit-to-licensing and licensing-to-sales ratios. Implement inbound and outbound call strategies to drive sales and increase engagement.
Responsibilities
- Meet annual growth and business targets set for WFG.
- Drive increased recruit-to-license and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments.
- Provide training and troubleshooting activities on contracting and licensing procedures, new business, underwriting procedures, sales concepts, and end-to-end sales processes.
- Provide orientation and training on WFG systems, websites, and other digital tools.
- Deliver messaging, updates, incentives, etc. regarding WFG supported products, services, and resources to drive growth and meet retention objectives.
- Support marketing, training, and sales event activities focused on enhancing the experience of new recruits and new agents.
- Achieve performance measures/metrics and adhere to quality standards that align with business objectives.
- Recommend and initiate improvements to processes and procedures.
Qualifications
- Two years of sales/distribution and financial services industry experience
- Understanding of the life insurance industry, securities business, agency operations, and Canadian regulations
- Outstanding relationship building skills to motivate and encourage recruits and agents
- Excellent oral/written communication, presentation, and listening skills
- Technical aptitude to learn and train others on WFG platforms
- Proactive and independent thinker able to take accountability for tasks and commitments
- Attention to detail and the ability to quickly adapt in a rapidly changing environment
- Problem-solving and decision-making skills
- Organizational skills to manage time and resources effectively
Preferred Qualifications
- Bachelor’s degree in a business field
- Bilingual: English/French – Spanish - Punjabi (oral and written) as required in some territories
- Understanding of WFG agency model, Company departments and functional areas
- Life license
- Mutual Fund license
Working Conditions
- Remote or hybrid office/remote environment
- Occasional travel to attend business meetings, training, or events. May include evenings and weekends.
- Valid driver’s license and vehicle required
This job description is not a contract of employment nor for any specific job responsibilities. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.