Director, Sales

4 weeks ago

Toronto ON, Canada Iaawg Full time

Director, Sales – Southwestern Ontario page is loaded Director, Sales – Southwestern Ontario Apply locations Toronto, Ontario Missisauga, Ontario time type Full time posted on Posted Yesterday job requisition id JR10020328 Job Description PPI company overview:

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week. 

For more information about PPI visit:

Director, Sales – Southwestern Ontario

In this role, you will be responsible for growing the business with the objective of increasing production and promoting sales to support the achievement of the Broad Market regional sales plan.

You will be responsible for relationship management for key Advisors and sales case and practice management for Advisors aligned to you. You will help recruit new Advisors to PPI by working with our Strategic Growth team. You will connect internally to the resources, tools and education to enhance the Advisors’ professional success and work in collaboration with your counterparts in the High Net Worth (HNW), Wealth and Strategic Relationships sales teams.

Responsibilities:

  • Increase sales amongst key Advisors and AGAs

  • Complete Business Plan/KYA to understand Advisor’s business and develop and strengthen relationships, including:

    • Succession, Business Planning, Marketing, Prospecting, Practice Management, Compliance

  • Develop an understanding of Advisors’ knowledge base and objectives to foster reliance and partnership for case work

  • Engage in recruitment of more Advisors to PPI

  • Provide education and training for key Advisors

  • Foster relationships and support inside/outside PPI (DAS, Investments, Wholesalers, etc.)

  • Actively participate in industry events to promote the PPI brand and value proposition

Job Knowledge / Work Experience:

  • 8 Years of industry experience

  • Previous insurance sales experience is an asset

  • Deep understanding of family and business insurance landscape, product and concept knowledge

  • Clear understanding of PPI tools and resources

  • Understanding of HNW market

  • Clear and effective communicator – including verbal, written and presentation skills

  • Organized with proven ability to focus on primary tasks

  • Adaptable with the flexibility to react quickly to Advisors’ needs

Education, Certifications or Licenses:

  • Life licensed

  • CFP & CLU designations (or working towards)

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Location(s) Toronto, Ontario Other Possible Location(s) Missisauga, Ontario
Company PPI Management Inc. Posting End Date 2024-06-07 Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.

iA Among Canada's Best Employers

As a reflection of our employees' appreciation, iA once again ranked among the top employers in Canada for 2024 by Forbes. iA Financial Group is also one of the top 5 best employers in the insurance industry

About us

At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

Spontaneous Application

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