Director, Advanced Sales - Quebec

iA Financial Group; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading insurance marketing organization is seeking an experienced professional to enhance relationships with high-net-worth advisors. This role emphasizes collaboration, education, and tailored solutions to support advisors in providing financial security. The ideal candidate will have extensive experience in insurance sales and a strong understanding of the insurance landscape.

Qualifications

• Minimum 8 years in insurance of persons sales.
• Deep knowledge of life insurance and living benefits policies.

Responsibilities

• Develop and maintain relationships with high-performing advisors.
• Provide tailored solutions for advisors and their clients.
• Collaborate with sales teams and support contacts at carriers.

Skills

Relationship Building

Communication

Organizational Skills

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 sits between independent advisors and insurance companies. We provide digital tools, education, marketing, and processing support to help Advisors grow their business with a socially responsible mindset.

Joining PPI means making a meaningful difference by supporting independent insurance advisors in providing financial security to Canadian families and businesses.

We value diversity, inclusion, and equity, fostering a culture that is collaborative, people-focused, and supportive of professional development. Our work environment is flexible, with options for hybrid work up to 3 days per week.

This role focuses on growing the business by increasing production and promoting insurance of persons sales, supporting regional sales plans. You will manage relationships with key advisors, especially in the HNW market, and assist Mass Market advisors with HNW cases.

Your responsibilities include proactively engaging with advisors, providing case consultations, and connecting them to internal resources and education. Collaboration with sales teams and experts is essential.

Key Responsibilities:

• Develop and maintain relationships with high-performing advisors.
• Provide tailored solutions for advisors and their clients, including HNW cases.
• Collaborate with sales teams and support contacts at carriers.
• Educate advisors and sales teams on HNW opportunities.
• Support ESG commitments in interactions with advisors and clients.

Education, Experience and Skills:

• Minimum 8 years in insurance of persons sales.
• Deep knowledge of life insurance and living benefits policies.
• Mandatory insurance of persons license.
• CFP & CLU designations or in progress.
• TEP, FEA desired or in progress.
• Understanding of tax and estate planning strategies.
• Strong knowledge of family and business insurance landscape.
• Proficient with PPI tools and resources.
• Excellent verbal, written, and presentation skills in English and French.
• Proven relationship-building skills and organizational ability.
• Flexible 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.

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Company Overview

iA Financial Group employs over 10,000 people and serves more than five million clients and 50,000 advisors. With assets exceeding $235 billion, we are a major player in North American financial services, committed to supporting our employees and fostering innovation.

Our commitment to Diversity and Inclusion

We celebrate diversity and strive for an inclusive workplace for all, regardless of background or ability. For accessibility support during recruitment, contact us for assistance.