Clearestate

Clearestate

Business Development Manager, Wealth Industry (Calgary / Edmonton)

Hybrid (Calgary, Alberta, CA)

Sponsorship not specified$140k-$160kDetected 19 days ago
AccessibilityBusiness DevelopmentCommunicationPublic Speaking

About the role

  • You will work alongside a team of dedicated, high-performing professionals, making a tangible impact on the success of ClearEstate and the lives of families in need.
  • Achieve business growth by nurturing relationships and creating new ones.

Responsibilities

  • Build and maintain relationships with strategic partners (financial advisors and credit unions) within the territory of Western Canada through sustained outreach, field presence, presentations, and training on the ClearEstate offering.
  • Educating on ClearEstate's value proposition to existing/prospective partners and their clients.
  • Enable partner engagement by providing ongoing support, marketing tools, and content.
  • Develop effective sales strategies to facilitate customer and partner expansion.
  • Collaborate with marketing and product teams on brand and product development initiatives, and communicate key partnerships insights to improve the ClearEstate platform, solutions and service offering.
  • Be the subject matter expert for ClearEstate services to assigned partners.
  • Own a personal quota within the assigned territory.

Requirements

  • Sales and/or business development experience.
  • You have a valid driver's license.
  • Bilingual (English and French) is an asset, but not required.

Skills

  • Promoting new and/or enhanced processes/tools.

Compensation

  • $75K base salary; $140,000 -$160,000 OTE.
  • The opportunity to be a part of something big and meaningful with a positive impact.
  • Opportunities for growth and access to a great network of professionals.
  • Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
  • Who You Are Passionate, organized, and self-driven.
  • Determined to achieve objectives.
  • Compensation: $75K base salary; $140,000 -$160,000 OTE.

Benefits

  • Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
  • Market-leading expense reimbursement policy.
  • Promotion of work-life balance with 4 weeks vacation and 6 flex days.

Company info

  • ClearEstate is redefining estate planning and settlement in Canada.
  • We're looking for driven individuals who want to make a real difference, helping people plan for life's most important moments.
  • Join us in transforming how families across North America navigate the estate process-with clarity, confidence, and care.
  • This role will focus on the expansion of ClearEstate's distribution through wealth and insurance advisors, as well as providing support for existing advisory partners and their clients.
  • ClearEstate's mission is to provide compassionate guidance in life's most important moments.
  • We empower families and executors with a transparent, tech-enabled approach to estate planning and settlement-offering clarity, confidence, and support every step of the way.
  • ClearEstate respects individual differences and guarantees equal opportunities and inclusion.
  • Therefore, all applications are treated equally and recruitment is based solely on skills and experience.
  • Accessibility accommodations offered upon request.
  • The opportunity to be a part of something big and meaningful with a positive impact.

Equal opportunity

  • A friendly work environment that has diversity and inclusion at the heart of our priorities.
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This listing is sourced directly from Clearestate's careers page and normalized into a canonical job model.