Insurance Lending Business Development Manager
1 month ago
**Join a Challenger**
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
**The Work**:
- Reporting into the Director Insurance Lending & Wealth Solutions, the primary purpose of the BDM is:
- Represents the Insurance Sales business as an expert consultant in matters related to the insurance world, the credit industry, product, regulatory and advice on insurance sales product solutions. Creates customized solutions by providing advice to meet the customers financial objectives
- Cultivates strong advisor relationships and educates advisors and field management on the benefits of incorporating Insurance Sales Expertise into their book of business.
- Partners with advisor to grow their book of business and revenue through Insurance Sales and cross-selling opportunities.
- Deliver bottom line Insurance Sales growth by meeting and exceeding sales objectives
- Develops a strong working relationship with their Internal Support Associate
- Ensures adherence to the processes & procedures in place for the EQB Insurance Sales process
- Follows all compliance and regulatory guidelines to ensure risk is mitigated and controlled
Productivity targets will be set by management at the beginning of each business year, and the Director Insurance Lending & Wealth Solutions will oversee all related activity to ensure that these goals are met.
The BDM must be highly knowledgeable about both Equitable Bank’s product suite, as well as the broader advisor channel in order to generate prospective leads and/or partnerships. This position requires exercising independent judgment to perform the responsibilities described herein.
**The Core Responsibilities**:
- ** Drive Sales Objectives (Deal and Sales Targets)**:
- Proactively builds 1:1 relationship with Advisors to educate them on the benefits of incorporating Insurance Sales into Advisor business
- Build out a yearly sales plan and approach to drive performance against deal & sales targets by:
- Participating in Monthly/Quarterly/Annual Campaigns to drive sales growth and activity and leverage marketing materials; ensure Advisor participation, log information in Dynamics etc.
- Expanding the referral network within a specific region to drive awareness of and sales growth in Insurance Sales
- Deliver industry leading advice and solutions to clients to help them fulfill their overall financial plan
- Help advisors identify opportunities in their book to help grow their business and revenue (future focus - focus on Advisor Segmentation plans)
- Create cross-sell opportunities by building and maintaining collaborative relationships with advisors, brokers and wholesaling partners
- Delivery of an exceptional client and advisor experience
**Educating Advisors, Clients and wholesaling partners on Insurance Sales**:
- Host educational meetings with advisors to encourage referrals and provide information on Insurance Sales Products.
- Host regular meetings with advisors.
- Build strong relationship management with Internal Case Associate.
- Focus on ensuring professional communication and adherence to service level agreements (this includes both external (advisors and clients) and internal (U/W, Internal Associate).
- Delivery of an exceptional client and advisor experience.
**Adhere to Activity and Compliance requirements**:
- Adherence to processes and procedures that relate to the EQB Insurance Sales Process.
- Efficiency scorecards (Future Focus).
- Dynamics Activity Management (meeting thresholds).
- Proper deal packaging.
- Develop and maintain a compliant environment and adhere to all processes and procedures that relate to AML / ATF.
**Let's Talk About You**:
- Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics.
- 3-5 years with prior sales / relationship management
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