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High Net Worth Sales Growth Expert

7 days ago

Vancouver, British Columbia, Canada iA Financial Group Full time

**Role Summary:**

iA Financial Group is seeking a seasoned professional to fill the position of Director, Advanced Sales. This role will focus on driving sales growth and expansion in the High Net Worth (HNW) market, leveraging our company's expertise and resources.

About the Company:

iA Financial Group is a leading financial services provider, with a strong reputation for delivering exceptional results and exceeding client expectations. Our company is committed to fostering a collaborative and inclusive work environment, where every individual has the opportunity to grow and develop their skills.

Key Responsibilities:

  • Develop and execute a strategic plan to drive sales growth and expansion in the HNW market.
  • Build and maintain strong relationships with key advisors in the HNW space, providing them with tailored solutions and expertise.
  • Collaborate closely with the Vice-President, Advanced Sales and other team members to ensure seamless execution and delivery.
  • Foster effective working relationships with carrier support contacts and advanced tax and estate experts as required.
  • Deliver educational content and training to advisors and sales teams on HNW market trends and best practices.

Requirements:

  • Minimum of 8 years of industry experience, with a deep understanding of the HNW market and its complexities.
  • Strong leadership and communication skills, with the ability to build trust and rapport with high-net-worth individuals and advisors.
  • Ability to work independently and as part of a team, with a strong sense of ownership and accountability.
  • Relevant certifications, such as Life License, CFP, CLU, TEP, or FEA, are highly desirable.