Head of Insurance and Distribution Strategy
7 days ago
We are seeking a seasoned professional to lead our insurance distribution strategy and partnerships. As the Head of Insurance and Distribution Strategy, you will be responsible for developing and executing distribution strategies across our organization, optimizing distribution channels, and fostering strong partnerships within the financial services industry.
Key Responsibilities- Distribution Strategy Development:
- Analyze market trends, advisor/client needs, and competitive landscape to formulate effective distribution strategies.
- Identify growth opportunities and recommend channel enhancements.
- Collaborate with cross-functional teams to align distribution efforts with business goals.
- Channel Optimization:
- Oversee distribution channels, including brokers, agents, and digital platforms.
- Evaluate channel performance, identify bottlenecks, and propose improvements.
- Implement innovative approaches to enhance customer experience and drive sales.
- Insurance Expertise Integration:
- Bring broad insurance subject matter expertise to the management of our insurance line of business.
- Develop and implement the strategic direction of the insurance business line, integrating insurance into our overall wealth management strategy.
- National Strategy and Advisor Engagement:
- Drive the national strategy and framework for insurance distribution and advisor engagement.
- Collaborate with senior management and specialists to ensure advisors are equipped to position insurance effectively for their clients.
- Collaboration with MGA Partner:
- Work closely with our MGA partner to ensure advisors receive optimal support for their clients and business.
- Facilitate a holistic wealth management experience by driving the HNW insurance offering at our organization.
- Sales Enablement and Training:
- Work directly with advisors to maximize revenue growth in insurance sales.
- Develop advisor training initiatives to enhance their insurance expertise.
- Promotion and Visibility:
- Collaborate with our business partners to promote sales and the insurance consultant program.
- Be visible in promoting the insurance offering among our advisor base through regional meetings, road shows, and national conferences.
- Experience: Minimum 8 years of experience in distribution, sales, or strategic partnerships within the financial services sector.
- Education & Qualifications: Bachelor's degree in business, finance, or related field (Master's preferred). Life Insurance License (LLQP) is required. Certified financial planner (CFP) is an asset.
- Skills & Abilities: Advanced knowledge of both French and English is required to communicate daily with external advisors across the country. Insurance Sales, Estate & Financial Planning, Sales Enablement.
iA Financial Group is a leading financial services organization with a strong presence in Canada and the United States. We offer a wide range of insurance, savings, and wealth management products and services to our clients. Our company is committed to innovation, customer satisfaction, and employee development.
We are an equal opportunities employer and welcome applications from diverse candidates. If you need assistance or accommodations during the recruitment process, please contact us.
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