Regional Associate (4793)

Job Posting

Regional Associate
Organization:  Benefits by Design
Province:  British Columbia
Location:  Port Coquitlam

Job Description

At BBD we have promoted people internally and now it’s time to grow our team. Benefits by Design is committed to providing a workplace built around wellness initiatives and high employee engagement. Externally, one of our highest priorities is providing excellent service and creating long-lasting relationships. In summary, we put people first. Now for the small print:

Duties and responsibilities

Personal Benefit/Workplace Solution Product Sales & Marketing

  • Responsible for marketing and growth of personal benefits and workplace solution products.
  • Responsible for understanding the products being promoted and what client needs they satisfy.
  • Responsible for getting the data necessary to run campaigns on specific client groups who would benefits from specific products. (eg. Gather data on all retirees leaving a plan over age 70 for marketing purposes).
  • Work with product specialists, Regional Directors, Account Managers, Communications Department and others of important product updates and campaigns.
  • Work with product specialists to make sure product information is up-to-date and ensure products are being set-up and distributed properly.
  • Liaise with other Regional Associates and Communications Department on marketing and sales campaigns and generating promotional materials. (This includes print materials, webinars, presentations etc.)
  • Support Regional Directors with product support, and presentations related to personal benefits and workplace solutions. This includes on-site meetings where necessary.

Core Benefit Sales & Marketing

  • Connect with inactive advisors (advisors whom we have had no contact in past 12-18 months) and qualifying their current potential.
  • Establish and build relationships with advisors that are not the primary focus of Regional Directors.
  • Expand our network of partners both internally and externally.
  • Follow up on quote proposals (process to be determined based on individual region). Work with CORE team and Partnership Development teams to improve closing ratios and reach sales goals.
  • Responsible for working with Account Managers and Client Service Representatives to increase product sales to existing clients and development of sales reporting capacity as outlined below.

Administrative Functions & Regional Director Support

  • Help with planning and execution of events and meetings (BBD-U, Partner Forums, Sales Meetings etc.)
  • Responsible for continuous improvement and maintenance of the monthly sales report and annual ‘green line report’. Coordinate sales bonus payouts and reporting as part of sales and performance tracking.
  • Help with reporting, including ensuring accuracy and systems such as RD portal and CRM are functioning properly.
  • Help Regional Directors with advisor/employer meeting preparation materials.
  • Email advisors sales materials and respond to other inquiries. Monitor emails and calendars of Regional Directors as agreed upon.

Measure Results

Measure results through the sales report and other reporting that may develop for products
Develop goals and criteria for measuring success in sales volume for various products
Report findings in an understandable fashion

If you've got a positive attitude, are a strong team player and have an interest in sales, you could be the newest Western Regional Associate! The Regional Associate position is designed to help expand the reach of BBD’s products with new and existing client relationships in a team-based environment. This role will have some focus around administrative assistance but will be centered around Personal Benefit, Core Benefit, Workplace Solution Product Sales & Marketing.

Want to learn more about Benefits by Design? Check out our social media using #BBDWorkplace - Benefits By Design is not your average group insurance administrator; we are in the business of health, wellness and having FUN! We know when we need to work and we know when a dose of fun is called for. In addition to administering excellent group benefits, working at BBD includes plentiful potlucks, work-out buddies, encouragement and friendly faces every day. If you are interested in becoming apart of our team, please send us your resume before November 27, 2017

Job Type: Full-time



  • Excellent computer skills with solid MS office and web skills
  • Excellent interpersonal and communication skills (written and verbal)
  • Excellent organizational skills
  • Strong problem solving and analytical skills
  • Capable of performing well in a deadline-driven environment with cyclical work and frequent interruptions.
  • Positive attitude, strong team player and customer focused
  • Demonstrated ability to work independently and in a group
  • Completion of the Life Licence Qualification Program (or in process)
  • Post-secondary education an asset
  • Requires  relevant work experience or equivalent in office or marketing role

Working conditions

This is an office-based role that requires flexibility and some travel. This is a full time role, 35 hours per week.

Physical requirements

Minimal lifting, working from a seated position for periods of time however, alternative desk options are available including treadmill and standing desks!

Direct reports

This role currently has no direct reports