Director, Business Development - Eastern ON

iA Financial Group (Industrial Alliance); Toronto; On-site; CAD 108,000 - 132,000; Full time

Job summary

PPI is seeking a Director of Business Development to lead growth across Eastern Ontario and Gatineau, expanding production and sales aligned with the Mass Market plan. You will manage key advisor relationships and drive practice management with resources and education to support their success.

You will collaborate with High Net Worth, Wealth and Strategic Relationships teams, promote the PPI brand at industry events, and ensure adherence to regulatory standards while fostering ESG commitments

Qualifications

• 8+ years of industry experience.
• Previous insurance sales experience is an asset.
• Deep understanding of family and business insurance landscape, product knowledge.
• Understanding of HNW market and advisory ecosystems.
• Clear and effective communicator – verbal, written and presentation skills.
• Organized with ability to focus on primary tasks.
• Adaptable with ability to respond quickly to advisor needs.
• Bilingual English/French is an asset.

Responsibilities

• Grow sales among primary aligned advisors across Eastern Ontario and Gatineau.
• Develop/strengthen relationships via Business Plan/KYA with succession, planning, marketing and practice management.
• Maintain Recruitment Tracker and Activity Tracker for advisor activities.
• Ensure compliance and regulatory standards through documentation and training.
• Provide education and training for key advisors.
• Foster relationships with DAS, Investments, Wholesalers and internal teams.
• Promote the PPI brand at industry events and ESG commitments.
• Attract advisors to join PPI as their MGA.

Skills

Relationship management

Communication skills

Bilingual English/French

Adaptability

Organizational skills

Strategic selling

Education

Life licensed

CFP & CLU (pursuing)

Tools

PPI tools

Job description

PPI company overview:

Description

PPI company overview:

PPI (an independent subsidiary of iA Financial)

is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

For more information about PPI visit: www.ppi.ca.

Director, Business Development - Eastern ON

In this role, you will be responsible for growing the business across Eastern Ontario and Gatineau, with the objective of increasing production and promoting sales to support the achievement of the Mass Market regional business development plan.

You will be responsible for relationship management for key advisors and sales case and practice management for advisors aligned to you. You will connect internally to the resources, tools and education to enhance the advisors’ professional success and work in collaboration with your counterparts in the High Net Worth (HNW), Wealth and Strategic Relationships sales teams.

Responsibilities

• Increase sales amongst primary aligned advisors.
• Complete Business Plan/KYA to understand advisor’s business and develop/strengthen relationships, including:
• Succession, Business Planning, Marketing, Prospecting, Practice Management, Compliance.
• Develop an understanding of advisors’ knowledge base and objectives to foster reliance and partnership for case work.
• Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.
• Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards.
• Provide education and training for key advisors.
• Foster relationships and support inside/outside PPI (DAS, Investments, Wholesalers, etc.).
• Actively participate in industry events to promote the PPI brand and value proposition.
• Attract selected advisors to join PPI as their MGA.
• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.

Job Knowledge / Work Experience

• 8+ Years of industry experience
• Previous insurance sales experience is an asset
• Deep understanding of family and business insurance landscape, product and concept knowledge
• Clear understanding of PPI tools and resources
• Understanding of HNW market
• Clear and effective communicator – including verbal, written and presentation skills
• Organized with proven ability to focus on primary tasks
• Adaptable with the flexibility to react quickly to Advisors’ needs
• Bilingualism (English/French) is an asset

Education, Certifications or Licenses

• Life licensed
• CFP & CLU designations (or working towards)

This role is for an existing position. The expected salary range for this position starts at $120,000 and will be commensurate with the candidate’s experience and skill set.