Insurance Solutions Manager

23 hours ago

Québec, Quebec, Canada IA Financial Group Full time
About the Role

We are seeking a highly skilled and motivated Advisor Solutions Manager to join our national team. In this role, you will deliver proactive and reactive sales support to our selected advisors, forming a key part of a team that aims to provide exceptional service to our clients.

Key Responsibilities
  • Build strong relationships with all regions and team members to drive productivity and growth.
  • Triage incoming requests and ensure timely response times to meet the needs of our advisors.
  • Support advisors in accessing PPI's tools and resources to enhance their sales capabilities.
  • Maintain a high degree of industry and product knowledge to stay current on industry trends and initiatives.
  • Collaborate with other Advisor Solutions Managers to leverage strengths and provide a seamless support experience for our advisors.
  • Engage in actions that promote PPI's ESG commitments to our advisors, clients, and employees.
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.
  • Excellent English and French language skills, both oral and written.
  • Demonstrated time management skills and ability to prioritize tasks.
  • 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 and aptitude for adapting to new technologies.
About Us

IA Financial Group is a leading insurance marketing organization that provides value-added services and support to independent advisors and insurance companies. We are committed to delivering exceptional service and promoting a culture of innovation, inclusivity, and excellence.

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