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Distribution Account Manager, Wfg Sales

2 months ago

Toronto, Canada IVARI Full time

**Welcome to**
**_ivari_**

Let us introduce ourselves. With 300 employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

At ivari, everyone is welcome It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

**Here’s the job opportunity**

We are looking for a Distribution Account Manager, WFG, responsible for the strategic development of account relationships with ivari to optimize opportunities within accounts in achieving our revenue and expense objectives. Operating nationally, this individual will be recognized as the primary face and liaison of ivari as it relates to sales, facilitation with internal departments, internal/external communications as well as other B2B strategic initiatives. The account manager will also play a crucial role as the Business Unit Compliance Liaison (BUCL) to ensure the department adjusts and adopts new best practices and regulatory changes.

**You will**
- Develop and execute distributor plan, identifying more profitable opportunities within this distributor and then developing action plans with sales and other area management
- Annually pre-plan, recommend, implement and champion account sales/marketing plans/tactics for WFG
- Develop and implement an account management process that outlines ivari sales and other support required. This includes event participation, budget allocation and contact rotation of all ivari personnel
- Oversee Marketing Allowance (MA) allocation & ongoing management
- Develop ongoing plan reviews with distributor executive and/or key management
- Oversee BIA management
- Manage distributor relationship mapping between distributors and the company to improve beyond the sales level
- Ensure WFG is fully aware of ivari key contact and appropriate department information
- Proactively review sales practices including paid to written ratio, Lapsation, Persistency, HI-Lo, advisor debts, compliance related investigations and overall market conduct
- Represent sales, distribution partners and advisors at various internal department projects and committees
- Work closely with compliance to identify any potential risks with the accounts as well as document processes and communicate with the assigned accounts for future compliance

**What we are looking for**
- A university graduate or equivalent work experience
- Minimum of 7 years individual life insurance, and related product distribution experience
- Integral knowledge of the Canadian life insurance middle market advisor
- Proven ability to seek and identify new business opportunities with a focus on the middle market
- Proficient with Microsoft Excel
- Proven ability to build on existing business
- Proven ability to develop and build on relationships with advisors/distributors
- Career accomplishments should include consistent attainment of revenue and growth goals, and consistent recognition as a top performer relative to peers
- Ability to forecast trends, which will drive distribution changes
- Business acumen and entrepreneurial spirit
- Excellent communication and presentation skills
- Sound compliance management
- Industry designation (CFP, CLU) an asset

**What's in it for you**

At ivari, it's important for us to keep our people motivated, recognized, and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.

We also offer health and dental benefits for the entire family from Day 1 But that’s just the beginning. When you join the ivari team you also get
- A fantastic vacation plan and time off
- A pension plan with 100% match by ivari
- Employee savings plan with 75% match to help you save even more
- Flexible and hybrid work arrangements
- Opportunities for professional development
- Recognition programs to cheer you on, motivate and reward
- Wellness programs to keep you healthy and happy

**Who you are**

Someone who enjoys a culture where everyone is genuinely respectful, and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of
- Bringing clarity and focus to your work
- Taking ownership and doing what you say you will
- Remaining flexible
- Collaborating with others

Does this sound like you? We’re looking for great people to join our team

Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.

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