Director, Advanced Sales - Quebec

iA Financial Group; Montreal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading company in the insurance sector seeks an experienced professional to manage relationships with high-producing advisors, focusing on insurance of persons sales. The role involves collaboration with sales teams and providing tailored solutions to meet client needs. Join a diverse and inclusive workplace that values innovation and career development.

Qualifications

• 8+ years of experience in insurance of persons sales.
• Deep knowledge of life insurance and living benefits policies.
• Mandatory insurance of persons license.

Responsibilities

• Develop and maintain relationships with high-producing advisors.
• Provide tailored solutions, including HNW cases.
• Collaborate with sales teams and provide subject matter expertise.

Skills

Communication

Interpersonal Skills

Relationship Building

Education

CFP

CLU

TEP

FEA

Tools

PPI Tools

Job description

Other Possible Location(s):

Quebec, Quebec

Job category:

Not Evaluated (Job Family)

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that connects independent advisors with insurance companies. We provide value-added services such as digital tools, education, marketing, and processing to help advisors grow their businesses with a socially responsible approach.

At PPI, you can make a meaningful difference supporting independent insurance advisors in providing financial security and peace of mind to Canadian families and businesses.

Joining PPI means becoming part of a diverse, inclusive, and equitable workplace that values different perspectives. Our culture is people-focused, inclusive, collaborative, and offers opportunities for learning, career development, and impactful work.

We foster innovation and excellence, working hard while ensuring a fun environment.

PPI offers a flexible hybrid work environment, allowing up to 3 days of remote work per week.

This role involves growing the business by increasing production and promoting insurance of persons sales, supporting the Mass Market and High Net Worth (HNW) regional sales plans. You will manage relationships with key advisors, especially in the HNW market, and handle case management for Mass Market advisors with HNW cases.

You will proactively connect with and support active advisors through case consultations, connecting them to internal resources, tools, and education to enhance their success. Collaboration with the Regional Vice-President, Advisory Advanced Sales, and PPI’s HNW team, as well as Mass Market and Strategic Relationships sales teams, is essential.

Key Responsibilities:

• Develop and maintain relationships with high-producing advisors.
• Provide tailored solutions, including HNW cases, understanding advisor and client needs.
• Collaborate with sales teams and provide subject matter expertise.
• Build relationships with support contacts at carriers and experts in tax and estate planning.
• Educate advisors and sales teams on identifying and developing HNW opportunities.
• Align actions with PPI’s ESG commitments to advisors, clients, and employees.

Education, Experience, and Skills:

• 8+ years of experience in insurance of persons sales.
• Deep knowledge of life insurance and living benefits policies.
• Mandatory insurance of persons license.
• CFP & CLU designations (or working towards).
• TEP, FEA desired (or working towards).
• Knowledge of tax and estate planning strategies with life insurance.
• Understanding of family and business insurance landscape and products.
• Proficiency with PPI tools and resources.
• Excellent verbal, written, and presentation skills.
• Advanced proficiency in English and French.
• Strong interpersonal and relationship-building skills.
• Organized, collaborative, adaptable, and able to communicate complex topics clearly.

We thank all applicants; only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Invest in your talent by joining our team

Discover why many choose iA!

Company Overview

iA Financial Group, with over 10,000 employees, has earned the trust of more than five million clients and 50,000 advisors. We manage over $235 billion in assets and are a key player in Canada and the U.S. financial industry. Our success stems from investing in our people and industry leaders, fostering innovation for over 130 years.

Our commitment to Diversity and Inclusion

We celebrate diversity and strive for an inclusive workplace for all, regardless of ethnicity, nationality, language, religion, gender, sexual orientation, age, marital status, family situation, or disability.

If you need assistance to access the recruitment process, please contact us. We are happy to help.