Business Development Director – Investment

Assumption Life; Manitoba; On-site; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits package

Bonus program

Pension plan

Volunteer day

Family & pet leave

Job summary

Assumption Life is seeking a Business Development Director to drive sales of individual investment solutions and related insurance products. The role focuses on MGAs and brokers across Alberta and British Columbia, with occasional involvement in Saskatchewan and Manitoba.

The candidate will leverage strong communication and networking skills, develop presentations, and build strategic relationships within the distribution network to achieve growth targets.

Qualifications

• Experience in financial services and insurance sales.
• Knowledge of MGA network is an asset.
• Excellent written and spoken English.

Responsibilities

• Achieve or exceed sales targets with calls, appointments and meetings.
• Develop and implement a long-term sales development strategy for the line of business.
• Maintain and develop relationships with MGAs and distributors.
• Present to advisors and educate on investment products to grow their business.
• Identify new advisors and distribution opportunities and provide business development support.

Skills

Sales

Negotiation

Networking

Communication

Presentation

Problem solving

Interpersonal skills

Work ethic

Education

University/college diploma in administration or related discipline

Tools

MS Office

Job description

As a Business Development Director, the individual is responsible for achieving sales objectives for individual investment solutions (and, to a lesser extent, insurance objective) for the MGAs and brokers that are assigned to him/her in the territory. Insurance sales objectives in this role, the Business Development Director must have strong business relationships as well a demonstrated customer focus.

The territory assignment may vary over time, among the Western provinces. The initial main assignment is to cover Alberta and British Columbia, and some occasional presence in, Saskatchewan and Manitoba for individual investment.

An in-depth knowledge of individual investment products is required. Basic knowledge of individual insurance products is an asset. The candidate must be a dynamic and enthusiastic individual with strong problem-solving skills. The candidate will play a key role in the sales and marketing team and will implement innovative solutions to achieve their goals.

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 products.
• Knowledge of the MGA network (an asset).
• Strong computer skills (MS Office).
• Superior skills in oral and written communication in English.
• 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.

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.
• 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.

• The chance to be part of a dynamic, high-performing team that adheres to the following ethical values: leadership, collaboration, trust and commitment;
• Training and development opportunities;
• A comprehensive benefits package including a competitive salary, bonus, pension and benefits;
• A paid volunteer day;
• Time off to care for family members and pets.