Regional Sales Associate supporting the sales team at Canada Life with activity management and case support. Collaborating on sales processes and ensuring effective communication.
Responsibilities
Support the sales team by providing activity management and case support
Work closely with the outside wholesaler and inside wholesaler
Clearing the path & support on wholesale opportunities
Reporting on Salesforce opportunities
Preparing for special events and campaigns
Facilitating weekly team meetings
Ensuring data integrity by inputting and maintaining advisor related information
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