Regional Sales Representative at Canada Life working closely with advisors to drive sales growth. Collaborating with sales team to deliver bottom line wealth sales growth and optimize advisor relationships in Toronto.
About the role
- Data-driven Sales Reporting Expert responsible for reporting solutions, analytics, and forecasting to enhance sales performance. Collaborating with various stakeholders in a dynamic commercial setting.
Responsibilities
- Develop and manage reporting solutions, dashboards, and analytics to support top management and sales teams
- Analyse pipeline quality, team performance, forecasting, and target setting
- Support commission governance and alignment with corporate strategy
- Maintain data consistency across systems through account allocation and hierarchy updates
- Design and deliver performance dashboards using tools like QlikView, QlikSense, and Power BI
- Provide ad-hoc analysis and insights to facilitate business decisions
- Drive automation and standardisation of reporting processes
- Collaborate across departments to promote actionable insights and improve business understanding
- Lead planning and performance management initiatives, including territory assignments and strategic projects
Requirements
- Bachelor’s degree in Finance, Economics, Mathematics, IT, or Business Administration
- 5 years of experience in financial analysis, preferably in telecom or tech sectors
- Strong understanding of sales processes and financial metrics
- Advanced skills in MS Excel, Access, PowerPoint, and SQL
- Experience with data warehouses, BI tools, and global database management
- High attention to detail, analytical thinking, and problem-solving abilities
- Excellent communication, relationship-building, and presentation skills
- Ability to work independently, manage priorities, and influence stakeholders
Benefits
- Opportunity to influence strategic sales decisions across multiple markets
- Exposure to advanced analytics tools and global commercial operations
- Collaborative work environment with cross-functional teams
- Involvement in high-impact projects like VBG Blueprint and territory planning
- Continuous learning and development through hands-on experience and stakeholder engagement
Job title
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Degree requirement
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