Teams at Beneva Inc.

Develop and manage relationships with independent insurance and financial advisors across an assigned territory. Drive Beneva product awareness and sales through consultative selling, business development, case consultation, presentations, events, CRM reporting, and relationship management. Provide product and service expertise, identify opportunities, support advisor businesses, monitor compliance concerns, and collaborate with sales and back-office teams. Maintain required licenses and industry credentials while traveling extensively throughout the territory.

Build and grow Beneva’s life insurance sales through relationships with independent advisors and MGA offices. Develop territory sales strategies, provide product and case consultation, deliver presentations, identify business opportunities, maintain CRM records, support compliance awareness, and coordinate with sales and back-office teams. The role requires financial product sales experience, life insurance licensing, consultative selling, strong communication skills, and travel within the assigned territory.

Définir et faire évoluer la stratégie d’engagement ESG et la politique de vote par procuration de Beneva. Analyser les résolutions d’actionnaires, formuler des recommandations sur les dossiers complexes, influencer les gestionnaires externes, produire des rapports ESG et représenter l’organisation auprès d’instances du secteur. Assurer une veille des normes et exigences réglementaires, ainsi que le suivi des indicateurs liés à l’investissement responsable.