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Strategic Business Development Manager
2 months ago
About IA Financial Group
IA Financial Group is a leading Insurance Marketing Organization that connects independent advisors with insurance companies across Canada. Our mission is to provide value-added services and support to help advisors grow their businesses with a socially responsible mindset.
Our Culture
We pride ourselves on being a diverse, inclusive, and equitable workplace that values different perspectives. Our culture is people-focused, inclusive, and collaborative, with opportunities to learn and develop skills, advance careers, and make a meaningful impact.
Our Team
We are a dynamic team of professionals who work hard and have fun along the way. We are committed to excellence and drive progress through innovative ideas and a commitment to excellence.
Our Benefits
We offer a hybrid work environment, allowing employees to work from home up to 3 days per week. This role is eligible for remote work arrangements.
About the Role
In this role, you will deliver proactive and reactive sales support to our selected advisors. You will be a key part of a national team that aims to provide the right service to the right advisor at the right time. When necessary, you will refer complex cases to your local teams to facilitate business growth.
Key Responsibilities:
- Build strong relationships and advocacy with all regions and team members
- Bring a positive mindset to our team and drive productivity with our advisors
- Triage incoming reactive requests and ensure timely response times
- Support advisors in accessing our tools and resources
- Support casework and quoting for the region when necessary
- Maintain industry and product knowledge to stay current on market trends and initiatives
- Align internal and external resources to enable advisor sales growth
- Collaborate with other advisor support specialists across the country to provide a seamless support experience
- Engage in actions that reflect and align with IA Financial Group's ESG commitments
Requirements:
- 5 years of experience in the financial services industry in a sales or sales support role
- College diploma, university degree, or equivalent experience
- Current life license or working towards one
- LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset
- Excellent English and French language skills, both oral and written
- Demonstrated time management skills
- Ability to prioritize tasks and self-manage
- Strong communication skills in virtual environments
- Proven ability to build strong relationships in multiple regions
- Ability to leverage the team to bring the right people/partners to the table to deliver on advisor needs
- Understanding of the regulatory environment within IIROC, MFDA, CU, and PM firms, as well as various provincial insurance regulators
- Ability to adhere to compliance legislation and guidelines
- Knowledge of the financial services industry
- Aptitude for and willingness to quickly adapt to new technologies
- Ability to manage emotions and impulses to absorb constructive feedback while remaining level-headed
- Ability to manage various personalities and situations
- Ability to track and work efficiently while being a team player to drive results for IA Financial Group