Regency Advisory Corporation Sales Representative Full Time in Saskatoon, SK

Regency Advisory Corporation

Branch Saskatoon SK CA

Sales Representative
Saskatoon, SK

Our new business is focused on providing a comprehensive set of services, under one roof, tailored specifically to the financial service needs of business…

Embarking in a new direction, Regency Advisory Corporation was founded in 2006 by a group of independent Financial Advisors.

The combined experience of these founding partners, which spans decades in the financial service industry, combined with a desire to provide the best possible services and products to our clients led us to the conclusion that we could address a glaring absence in the marketplace by initiating a new business venture. Our new business is focused on providing a comprehensive set of services, under one roof, tailored specifically to the financial service needs of business owners.

This innovative approach is supported by our commitment to move away from outdated Advisory models that rely on the sale of specific products in favour of a fee-based advisory role. This serves our clients better by allowing us to provide an innovative, comprehensive suite of financial planning services that expand upon and improve existing industry products and services. Our expanded services include an in-house Employee and Group Benefits Division, a Corporate Consulting division, and a Wealth Planning division, each of which utilizes our unique proprietary processes and products to develop a customized plan for each individual client.

Regency Advisors Prides ourselves in our Dedication to the Client, Our Expertise and Knowledge, and using Cutting Edge Technology to stay on the cusp of innovation.


  • Compensation: Base Salary + Highly Competitive Commission Plan!
  • Group Benefits
  • RSP
  • 3 weeks’ vacation
  • Paid Personal Time

Duties & Responsibilities

  • Support growth of business through generating leads and closing sales of new groups.
  • Actively generate leads through the support of Regency portals, as well through independent efforts
  • Explain the type and cost of services offered
  • Assist in the preparation and present new group contracts
  • Introduce Customer Service Representatives (CSR’s) and Retention Specialists (RS’s) to new groups and facilitate the development of the client/Regency relationship
  • Prepare quotations and requests for proposals for leads/opportunities
  • Perform renewal duties with the assistance of administration and customer service representatives
  • Assist Customer Service Representatives in the provision of client service
  • Promote the Company’s products, services and brand through attendance of public and community based events
  • Adhere to Service Level Agreements (SLA’s) and Company Code of Ethics and Business Conduct and meet target Key * Performance Indicators (KPI’s) as set out by Management
  • Utilize the Company CRM system as set out by Management

Qualifications and Skills

  • Proven track Record of achievement in Sales, and Account Management Experience.
  • Valid Driver’s licence and Reliable Vehicle – There is a need to be mobile and work in different locations as required.
  • Excellent command of the English language
  • Outstanding written and oral presentation skills
  • Organized and strategic mindset to work in a coordinated and efficient manner so that results are achieved within deadlines, to the required quality standards and cost effectively
  • Highly organized, ability to multi-task, work well under pressure, and ability to prioritize to meet deadlines
  • Provision of own IT equipment including mobile phone and computer
  • Strong computer proficiency (Word, Excel, PowerPoint)
  • Innovative
  • Team spirited and desire to contribute to overall organizational success

To Apply, please EMAIL resume and cover letter indicating salary expectations

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this job/classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Regency Advisory Corporation is an Equal Employment Opportunity Employer.

Job Type: Full-time

Job Location:

  • Saskatoon, SK

Required experience:

  • Sales: 5 years

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Saskatoon, SK, CA
Posted on: 2016-12-06
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