About the Role
The regional life associate's role is to ensure Wawanesa and its suite of insurance solutions are prominently featured to our contracted brokers and prospective brokers, to help Wawanesa Life win business. This is done through a proactive combination of advisor service, case consultation and relationship building. Through a primarily virtual and phone-based presence, the regional life associate will act as a representative of Wawanesa in all distribution activities.
Responsibilities
- Promote Wawanesa Life to advisors in a competitive marketplace.
- Support aligned external wholesalers (Regional Life Manager) within the assigned territory.
- Build relationships with advisors in the assigned territory (largely over the phone or virtually) while taking direction from the external wholesalers in the territory.
- Call on advisors to notify them of campaigns, promotions, sales opportunities.
- Develop stagnant or underperforming advisors and grow share of business from all advisors in the territory.
- Prospect for new advisor relationships through use of Wawanesa value proposition and centers of influence.
- Provide case consultations for advisors, including building quotes/illustrations, giving product advice and/or offering training/education.
- Work with internal partners (operations, administration, underwriting, etc.) to achieve desired production results.
- Proactively communicate and serve advisors in assigned territory, meeting minimum weekly proactive sales calls/meetings.
- Develop advisor reporting to help identify opportunities in the assigned territory.
- Book required minimum number of meetings for external wholesalers.
- Provide marketing material support to advisors and external wholesalers.
- Act as a representative of Wawanesa Life in place of external wholesalers at events when they are unavailable.
- Help members whose advisors have retired or left the business, with their insurance needs or questions.
Requirements
- Prior insurance sales experience
- LLQP designation (or willing to complete)
- Post-secondary education in a related discipline
- Industry designations (CFP, CLU, CHS, etc.) considered an asset
- Strong communication, organizational, and relationship-building skills
- Proficiency in Microsoft Office platform and Salesforce
- Comfortable in a high-paced, results-oriented environment
Skills
- Microsoft Office platform
- Salesforce
- Communication
- Organizational skills
- Relationship-building skills
Location
- Toronto (North York), ON
- Kitchener, ON
- Ottawa, ON
Work Type
- Hybrid
- Remote
- Onsite
Education Level
- Post-secondary education in related discipline
Salary/Compensations
- $70,000 - $80,000
Benefits
- Annual bonus plan
- Leave of absence top-up programs
- Generous vacation time
- Personal days
- Premium free benefits
- Pension plan
About the Company
- Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada’s largest mutual insurers, 100% owned by its members, with more than $4.1 billion in annual revenue and $12.5 billion in assets.
- Headquartered in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance.
- In March of 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy.
- Wawanesa proudly serves more than 1.8 million members and is home to more than 3,000 employees across Canada.
- The company actively gives back to organizations that strengthen communities, donating more than $4 million annually to charitable organizations, including more than $2 million each year in support of people on the front lines of climate change.
Equal Opportunity
- We are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce.
- We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas.
- We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to jobs@wawanesa.com.
- All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.
- Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.
