Location
We are considering applicants from across Ontario, with a preference for candidates located within the Greater Toronto Area, Kitchener Waterloo, London, Ottawa or Hamilton to support in-office collaboration and in-person work with partners.
About the Opportunity
This role is ideal for someone earlier in their sales career (~2-4+ years) who wants accelerated responsibility, a steep learning curve, and meaningful earning potential as part of a high-growth startup environment. We follow a B2B consultative sales approach including tasks such as: live platform demos, leading webinars, in person training and we value relationship management over transactional selling. We value long-term relationships over transactional selling.
You'll join a small, high-performing regional pod, where you'll get strong support. If you thrive in environments where you can build, experiment, and see your impact directly on business growth, you'll love this role.
What You'll Do
- Advisor Relationship Management
- Identify, build and maintain strong relationships with new group and wealth management advisors both within and outside of your territory.
- Deeply understand advisors' business models and help them grow their group retirement business.
- Deliver clear, compelling pitches and materials advisors can use with their employer clients.
- Provide ongoing support and coaching to help advisors generate and advance opportunities.
- Stay consistently visible to advisors through outreach, meetings, events, and follow-ups.
- Lead advisor education, including lunch-and-learns, webinars, and our GRS Sales Bootcamp series.
- Advance deals with employers from discovery and demos to proposals, contracting, and plan launch.
- Support active opportunities from existing advisor relationships, ensuring a smooth path to plan kickoff.
- Present to senior decision-makers, such as business owners and HR leaders, often alongside the advisor.
- Work with our Implementation and Account Management teams to ensure smooth onboarding and a strong employer experience.
- Keep your pipeline and activity current in HubSpot so forecasts are accurate.
Who You Are
- Entrepreneurial Drive. You show initiative, resilience, and creativity in solving problems. You are ambitious by nature and are eager to grow quickly and take on responsibility.
- Socially Confident. You engage advisors with confidence, build rapport quickly, and keep momentum going. You're comfortable when you don't have every answer. You know enough to open the door and you figure out the rest along the way.
- Empathy. You listen deeply, connect authentically, and adapt to others' needs.
- Self-Directed. You thrive with autonomy, staying motivated and accountable without close supervision. You run a thoughtful discovery process.
- Strong Communicator. You confidently present ideas clearly and persuasively, tailoring your style to the audience. You are able to handle objections and clearly articulate Common Wealth's value.
Requirements and Nice to Have
- Required: Valid driver's licence and a vehicle to travel within your region for advisor meetings, employer presentations, and events
- Nice to have: Background in group benefits, retirement services, or financial services. Existing relationships with group benefits or wealth advisors
Benefits
- Join a mission-driven company transforming retirement in Canada
- Competitive base salary of $80,000 to $90,000, plus commission, with on-target earnings of approximately $120,000
- Medical, dental, and vision benefits
- 5% employer match into our group retirement plan
- 4 weeks of vacation
