• Conduct market research to identify new opportunities • Engage with clients and other partnerships • Organise and maintain customer databases, ensuring accurate records of interactions • Coordinate appointments, meetings, and sales presentations efficiently

Role Description Equitable is looking for a Group Sales and Service Support to join our Group Sales team. This role works collaboratively with members of the Group Sales team to provide service to the Eastern provinces. In this role, you will provide administrative support to the team, while ensuring a positive experience for our group plan sponsors and advisors. What you’ll do: - Submit request to quote to the underwriting department and correspond with advisors for outstanding information - Assist Group Account Executives (GAEs) with the renewal process by ordering requested reports and submitting sold rates - Prepare group terminations and order requested reports - Provide support to our advisors and clients via email and phone - Answer inquiries relating to commissions and ensure advisor errors & omissions/required licensing is up to date - Assist with agent of record (AOR) changes - Monitor and investigate late premium payments through interactions with advisors and plan administrators - Complete inforce transmittals - Support national regions as required to meet overall goals and balance workloads - Assist in the process of data collections, efforts to improve processes, or to make processes consistent between regional offices Qualifications - Post-Secondary education or equivalent - Previous customer service experience - Comprehensive understanding of group insurance is an asset - Strong analytical, organization, time-management and decision-making skills - Superior communication skills, including effective listening and the ability to communicate clearly both verbally and in writing - Ability to work in a fast-paced environment with tight deadlines and changing priorities - Experience using Word, Excel, and ability to learn and apply new system applications Benefits - Career Growth: Regular learning sessions and development opportunities - Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching - Time Away: Competitive vacation plus one paid volunteer day each year - Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach Company Description At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

• Responsible for leading, building, and expanding a high-performing team of Mortgage Loan Officers (MLOs) • Drive aggressive growth, oversee recruiting pipelines, and ensure ongoing production performance • Strengthen FourLeaf’s presence through strategic business development • Create a scalable sales culture, expand market penetration, and manage execution of sales strategies • Monitor and manage production performance to ensure targets are met • Build strategic relationships with business partners and develop opportunities to expand into new markets • Organize educational sessions, seminars, and workshops for members and referral partners • Maintain strong understanding of team engagement and proactively address retention risks

• Responsible for leading, building, and expanding a high‑performing team of Mortgage Loan Officers (MLOs) across the region. • Drive aggressive growth, oversee recruiting pipelines, ensure ongoing production performance, and strengthen FourLeaf's presence through strategic business development. • Accountable for creating a scalable sales culture, expanding market penetration, and managing day‑to‑day execution of sales strategies. • Recruit, Build, and Scale a High‑Performing MLO Team. • Manage recruiting strategy, pipeline development, and hiring of Mortgage Loan Officers throughout the region. • Build sustainable recruiting channels and maintain a consistent pipeline of qualified candidates. • Lead onboarding, performance ramp‑up, and integration of new MLOs to ensure early and ongoing production success.