Director of Business Development, Investments

5 hours ago

City of Moncton, Canada Assumption Mutual Life Insurance Company Full time

As Business Development Director, you will lead sales of individual investment solutions (and some insurance) for the MGAs and brokers within your assigned territory. The role focuses mainly on Alberta, with occasional travel to BC, Saskatchewan, and Manitoba. Strong knowledge of investment products is essential; basic insurance knowledge is an asset. You'll build strong relationships, analyze opportunities, and implement innovative strategies to meet sales goals.QualificationsUniversity or college diploma in administration or in a related discipline.Minimum of five to seven years of experience in the field of financial services and insurance.Experience in selling investment and/or insurance products.Knowledge of the MGA network (an asset)Strong computer skills (MS Office).Excellent oral and written communication skills in English; French is considered an asset.Sales, negotiation and networking skills.Excellent interpersonal skills.A positive attitude and a strong work ethic.Ability to develop and facilitate presentations and workshops.Creativity and resourcefulness to identify new opportunities and establish rapid growth.Organizational, time management and problem solving skills.Experience with social media (LinkedIn, Twitter, Instagram, YouTube, etc.) considered an asset.LLQP, CFP, CLU or other industry designations would be assets.ResponsibilitiesAchieve or exceed goals on sales calls, appointments, meetings, and sales targets.Implement a long-term sales development strategy for the line of business.Maintain and develop relationships with our distributors, who are our MGAs and our advisors.Implement a sale and retention strategy with our distributors. This strategy will include appointments to discuss their needs, make presentations to advisors, etc.Produce weekly sales reports.Proactively contact existing advisors to educate them about individual investment products at Assumption Life and how they could use the product line to grow their business.Find new advisors and distribution opportunities.Provide support to advisors in terms of business development and to add value to our distribution networks.Participate in promotional events as an ambassador of Assumption Life.Additional InformationBe part of a dynamic team that values leadership, collaboration, trust, and commitment. Enjoy training and development opportunities, a competitive salary, bonuses, a robust pension plan, and more. Our vibrant downtown Moncton location offers a dynamic work environment, a gym in the building, and one paid day for volunteer work each year. #J-18808-Ljbffr

  • Director, BD – Investment

    5 hours ago

    City of Moncton, Canada Assumption Mutual Life Insurance Company Full time

    A leading insurance and investment firm located in downtown Moncton is seeking a Business Development Director to drive sales of individual investment solutions and insurance products within the assigned territories. The ideal candidate will have at least five years of experience in financial services, proven success in sales, and strong skills in...

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