Director, Advisory Services

5 days ago

Toronto, Canada Ontario Medical Association Full time

Are you looking to join one of Greater Toronto’s Top 2024 Employers?

The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.

**Job summary**
The Director, Advisory Services is responsible for designing and executing robust sales and business development strategies that will increase member engagement, and insurance product sales across Ontario and Atlantic Canada. Through planning, data analytics, developing, executing sales and marketing activities, the Director will focus on coaching direct reports and advisors on best practices, compliance, reporting, advance insurance, investment, and retirement sales concepts to build and expand the OMAI (OMA Insurance) brand, products, services, partners, and operational capabilities while delivering of a differentiated member experience.

**How you will make a difference**
- Analyzing and assigning annual goals and revenue targets through reviewing data analytics on sales, revenue, premium trends by product, ensuring to track and report on year over year trends.
- Overseeing sales management through guiding advisory events, outreach/campaign initiatives in collaboration with direct reports. Have oversight of the business plan and business development strategy for all Advisory services.
- Planning and attending meetings with advisory team to provide in field support and guidance; monitor and enhance sales activities.
- Designing and presenting product knowledge sales training through concepts that include group, individual, living benefits, retirement and pension concepts and sales strategies. Proficient in the use of insurance, retirement, and financial planning software illustration tools.
- Establishing and overseeing member retention strategies
- Advancing APEXA contracting process for new and existing advisors. Participate in the development of products, and advisory marketing and communications.
- Influencing and direct team activities in collaboration with direct reports including participate in the hiring process, performance evaluation and coaching of direct reports.
- Analyzing KPIs for advisory to increase and maintain positive advisor NPS scores and optimize operational processes.
- Overseeing equitable and optimal allocation of resources; monitor and maintain a high level of compliance, accuracy, and sales process consistency. Stay up to date on compliance with all industry and regulations and contractual obligations.
- Reviewing salesforce reporting and optimization, compliance tracking as it relates to CEs and licensing for advisory team.
- Developing new advisor tools in collaboration with department trainer.
- Establishing new relationships with member section leader and membership at large. Work closely with internal and external stakeholders, including other key management personnel to build and drive awareness of OMA Insurance products, services and increase penetration rate within membership. Work closely with business partners and key internal stakeholders and others to identify new opportunities for member engagement.
- Responding to member complaints and escalations related to OMA Insurance products and services as part of the escalation process. Mentor direct reports and advisor team in member resolution, and act on opportunities for improvements to sales, sales strategy, delivery, processes, and communications.

**Requirements that are important to us**
- University Degree in business, marketing, or commerce
- Has strong knowledge in retirement, pension, and insurance, with strong business acumen.
- 6-9 years of relevant experience in Insurance, Investments, Retirement, Pension and financial planning and insurance estate planning.
- LLQP (Life License Qualification Program) is required.
- CFP (Certified Financial Planner certification) is an asset.

**The OMA has moved to a permanent hybrid work environment. As such, the individual in this position will be required to work a minimum number of days in our Toronto office.**

**What do we have to offer you?**
- A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
- A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
- An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
- A commitment to growth and development through paid professional development and continuous in-house learning
- A friendly and flexible hybrid work environment
- Competitive salary and bonus program
- Exceptional group benefits package, including a spending account and a robust wellness program
- An organization that

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