Director, Insurance Lending Sales
4 months ago
Core Part's of The Role Would Be:
Act as the subject matter expert on Insurance Lending (IFA & CSV) Foster an accountable and collaborative culture and demonstrates a strong ability for developing others to ensure sales and persistency goals are achieved or exceededBuild and enhance long-term relationships with select high performing Distribution Partners and uncovers mutually beneficial business opportunities that drive sales and persistencyActs as a key contributor by demonstrating an in-depth knowledge of strategic account management principles and extensive experience in the investments and insurance market to drive the annual business planning processLead, manage, motivate and coach a sales team on sales skills, strategy, individual development goals and participate in sales calls with members of the Sales TeamLead regular team calls to share strategic positioning and department and corporate messagingConduct regular performance reviews and provide timely and meaningful feedback throughout the year and address employee performance issues in consultation with the Vice PresidentCollaborate with members of the sales team to identify personal and career development goals in alignment with business strategy and guide in creating development plansEstablish sales targets, in collaboration with the Vice President; drive sales and persistency in the insurance lending market to achieve defined sales targetsProactively develop and enhance long-term relationships with Distribution Partners, who have demonstrated significant production and potential for future growth; conduct regular face-to-face meetings, using a consultative sales approach to uncover needs and mutually beneficial business opportunities, promote features and benefits of relevant insurance lending and wealth solutions productsMonitor sales results and activity and address opportunities and accordingly direct sales team members in the development of new markets and expansion of existing onesPromote cross-channel sales opportunities by fostering a strong referral cultureOversee implementation of strategic account management, direct application of principles and territory rotationPromote highly structured utilization of specific tools and processes that support Distribution Partners in building their businessCollaborate with peers and Senior Management to define and evolve strategic account management principlesManage recruiting and hiring, ensuring a strong pool of candidates through ongoing relationship managementAs a member of the sales management team collaborate on the development of a sales vision to maximize sales and persistency and strategic directionSolicit market intelligence from sales team members and collaborate with Senior Management to identify meaningful data for marketing strategy and product developmentIdentify and report potential compliance risk issues that may become apparent through regular contact with Distribution PartnersAttend industry events, represent, and promote the Equitable Bank and uphold the brand within Wealth and Insurance communities at largeLet's Talk About You
Post-secondary education10+ years face-to-face sales experience with 5+ years in the insurance industry5+ years sales management, coaching and leadership experienceDeep understanding of different insurance lending products and life insuranceEstablished network in the financial services industry, specifically in the insurance / MGA channelStrong written and verbal skillsSolid understanding of strategic account management principlesExtensive knowledge and understanding of insurance industry and insurance related products, financial and estate planning and insurance distribution channelsIn-depth knowledge of financial planning toolsExcellent understanding of regulatory and compliance issuesWhat we offer [For full-time permanent roles] Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan Maternity/Parental top-up while you care for your little one Generous vacation policy, personal days and even a moving day Virtual events to connect with your fellow colleagues Annual professional development allowance and a comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experienceThe incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 351 King Street East, Toronto, ON.-
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