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Sales Director
2 months ago
Achieve sales revenue targets
Attract, recruit & select the right/productive advisors
Build and foster relationships with key advisors
Proactively support advisors and advisor firms develop their business through in-depth sales, marketing, and business solutions that focus on their objectives
Complete advisor needs triage – act as a liaison to services
Provide illustration and quote support for their respective advisors as required/when needed
Share accountability for the management of advisor debt for assigned branches
Represent and promote FH by attending various sales conferences and industry events, contributing on social media, participate at advisor tables
Be an industry and brand ambassador
Participate in the delivery of educational events and planning as required
Oversee the onboarding of new advisors What qualifications are required?
CFP, CLM, CHS, CLU designation(s) is an asset
LLQP license required
Mutual Funds license is an asset
College Diploma, University degree, or equivalent experience
Cantonese and/or Mandarin is an asset What competencies are required?
Strategic
Ability to network
Results driven
Ability to negotiate and influence
Knowledge of local market conditions (including competitor activities)
Business acumen
Proactive and resourceful
Communication skills – oral and written
Adaptable What should your experience look like?
5 years industry experience
Demonstrated sales leadership experience
Insurance and investments sales and basic product knowledge/experience
Proven experience with Microsoft programs such as Word, Excel, Power Point, and Outlook Benefits & Perks As a member of the FH family you can expect a professional yet engaging, supportive and family like environment – our company started with 4 employees An organization that lives and breathes its DRIVER Values. These are some of the benefits we provide: Excellent Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc…
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development Who are we? Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the ‘Our Story’ section, but we’re trying to keep it short here. If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application :)
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