Strategic Sales Leader for High Net Worth Opportunities

2 weeks ago


Vancouver, British Columbia, Canada iA Financial Group Full time
Job Overview

We are seeking a highly experienced and skilled Director, Advanced Sales to join our Vancouver office.

Job Purpose

This role is responsible for growing the business by increasing production and promoting sales to support the achievement of regional sales plans. The successful candidate will be responsible for relationship management with key identified advisors in the High Net Worth market and case management for Broad Market advisors who have a High Net Worth case.

Main Responsibilities
  1. Develop and maintain relationships with a select group of high-production advisors.
  2. Provide customized solutions for advisors, including High Net Worth cases, understanding their needs and those of their clients.
  3. Collaborate with the rest of the sales team, specifically Vice-President, Advanced Sales and Director, Sales colleagues.
  4. Foster effective working relationships with support contacts at carriers, including advanced tax and estate experts if applicable.
  5. Provide education to advisors and sales teams on identifying High Net Worth opportunities.
Key Requirements
  1. At least 8 years of experience in the industry.
  2. A deep understanding of the High Net Worth market.
  3. A clear understanding of family and business insurance, product knowledge, and concepts.
  4. Clear and effective communication skills, including verbal, written, and presentation skills.
  5. Organized with proven ability to focus on primary tasks.
  6. Adaptable with flexibility to react quickly to advisors' needs.
Salary and Benefits

The estimated salary range for this position starts at $10,000 per year and will be commensurate with the candidate's experience and skill set. We offer a hybrid work environment, allowing for up to 3 days of remote work per week.

About Us

iA Financial Group is a leading provider of insurance, savings, and wealth management services to over 5 million clients and 50,000 advisors across Canada and the United States. Our company values diversity, inclusion, and employee well-being, offering a supportive and inclusive work environment.



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