Director, Advanced Sales

4 weeks ago

Vancouver, Canada iA Financial Group Full time
  • Job category: Not Evaluated (Job Family)

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.

To maintain PPI’s exacting level of service, we are looking for a Director, Advanced Sales to join our Vancouver office.

Job Purpose:

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 and High Net Worth (HNW) regional sales plans. You will be responsible for relationship management for key identified advisors with potential in the HNW market, and for case management for Broad Market advisors who have a HNW case.

You will also connect internally to the PPI Advisory team of experts and work collaboratively with the Vice-President, Advanced Sales - PPI Advisory on cases as required. You will connect resources, tools and education to enhance the Advisors’ professional success and work in collaboration with your counterparts in Broad Market and HNW sales teams.

Responsibilities:

  1. Develop and maintain relationships with a small, select group of key, consistently high production Advisors.
  2. Provide customized solutions for key Advisors, including HNW cases, understanding the needs of the Advisor and their clients.
  3. Collaborate with the rest of the sales team, specifically Vice-President, Advanced Sales and Director, Sales colleagues.
  4. Foster effective working relationships with support contacts at carriers, etc., including advanced tax and estate experts, if applicable.
  5. Provide education to Advisors and Sales teams on spotting HNW opportunities.

Job Knowledge / Work Experience:

  1. 8 years of experience in industry.
  2. Deep understanding of HNW market.
  3. Deep understanding of family and business insurance landscape, product and concept knowledge.
  4. Clear understanding of relevant PPI tools and resources.
  5. Clear and effective communicator – including verbal, written and presentation skills.
  6. Organized with proven ability to focus on primary tasks.
  7. Adaptable with the flexibility to react quickly to Advisors’ needs.

Education, Certifications or Licenses:

  1. Life licensed.
  2. CFP & CLU designations (or working towards).
  3. TEP, FEA desired (or working towards).

The expected salary range for this position starts at $10,000 and will be commensurate with the candidate’s experience and skill set.

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

Invest in your talent by joining our team

See why so many people choose iA

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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, write to us. Someone from our team will be happy to assist you.

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