Director of Business Development, Investments

Discover
The Opportunity

As Business Development Director, you will lead sales of individual investment solutions (and some insurance) for the MGAs and brokers within your assigned territory. The role focuses mainly on Alberta, with occasional travel to BC, Saskatchewan, and Manitoba. Strong knowledge of investment products is essential; basic insurance knowledge is an asset. You'll build strong relationships, analyze opportunities, and implement innovative strategies to meet sales goals.

What you'll do
Responsibilities

• Achieve or exceed goals on sales calls, appointments, meetings, and sales targets.
• Implement a long-term sales development strategy for the line of business.
• Maintain and develop relationships with our distributors, who are our MGAs and our advisors.
• Implement a sale and retention strategy with our distributors. This strategy will include appointments to discuss their needs, make presentations to advisors, etc.
• Produce weekly sales reports.
• Proactively contact existing advisors to educate them about individual investment products at Assumption Life and how they could use the product line to grow their business.
• Find new advisors and distribution opportunities.
• Provide support to advisors in terms of business development and to add value to our distribution networks.
• Participate in promotional events as an ambassador of Assumption Life.

What you'll need
Qualifications

• University or college diploma in administration or in a related discipline.
• Minimum of five to seven years of experience in the field of financial services and insurance.
• Experience in selling investment and/or insurance products.
• Knowledge of the MGA network (an asset)
• Strong computer skills (MS Office).
• Excellent oral and written communication skills in English; French is considered an asset.
• Sales, negotiation and networking skills.
• Excellent interpersonal skills.
• A positive attitude and a strong work ethic.
• Ability to develop and facilitate presentations and workshops..
• Creativity and resourcefulness to identify new opportunities and establish rapid growth.
• Organizational, time management and problem solving skills.
• Experience with social media (LinkedIn, Twitter, Instagram, YouTube, etc.) considered an asset.
• LLQP, CFP, CLU or other industry designations would be assets.

We're looking for
Core Skills

Maintaining Relationships
Building Relationships
Sales
Networking
Communication Skills
Time Management

A little bit about us
Assumption Life

At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.

Assumption Life is deeply committed to its community's development

Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 122 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.

An employer of choice

We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.

Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing [email protected]

Are you interested?
Work With Us

Be part of a dynamic team that values leadership, collaboration, trust, and commitment. Enjoy training and development opportunities, a competitive salary, bonuses, a robust pension plan, and more. Our vibrant downtown Moncton location offers a dynamic work environment, a gym in the building, and one paid day for volunteer work each year.

---