Develop and execute territory sales strategies to build advisor relationships, promote Beneva products, provide case consultation, deliver presentations and events, report activities via CRM, collaborate with MGA and internal sales teams, maintain licenses/designations, attend training, and travel frequently within the territory.

Build Beneva’s individual insurance sales and brand awareness across Alberta by developing advisor relationships within assigned MGAs. Provide consultative product guidance, case consultation, presentations, business-building support, CRM reporting, and territory sales strategy. Coordinate with internal sales teams, monitor advisor activity for compliance concerns, support events and training, and maintain required professional credentials and licenses. The role requires significant travel throughout the territory and focuses on independent financial advisors.