Relationship Manager

FIRST Canada; Vancouver; Hybrid; CAD 59,000 - 77,000; Full time

Job summary

A prominent finance company in Canada is seeking a Relationship Manager to develop payment solutions and expand loan volume by fostering strong relationships with insurance brokers. The role demands strong sales experience, organizational skills, and the ability to interpret financial data, alongside a university degree. This position not only offers competitive compensation but also promotes professional growth within a supportive and innovative workplace environment.

Benefits

Health benefits

RRSP plan with company match

Education reimbursement

Qualifications

• Minimum three years sales experience is desirable.
• Experience with a premium finance and/or specialist finance company preferred.
• Insurance industry sales experience preferred.

Responsibilities

• Develop and maintain strong relationships with insurance brokers.
• Analyze client needs and provide solutions to expand loan volume.
• Educate brokers on services and credit policies.

Skills

Organizational skills

Time management skills

Excellent verbal communication

Excellent written communication

Ability to interpret financial data

Education

University/college degree

Tools

Microsoft Office

Job description

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

• Health Benefits: including medical, dental, vision, life, and health spending account

• Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses

• Education Benefits: education reimbursement and on-demand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility

Job description Summary

Reporting to the VP Sales, the Relationship Manager will be responsible for developing payment solutions and new loan volume for the company by solicitation of new insurance broking clients. Retain and expand existing client’s loan volume. Educate brokers on our services, procedures and training platforms. Promote company at insurance industry functions.

What You’ll Do

• Develop and maintain strong/profitable relationships with insurance brokers (clients) within assigned territory in order to exceed sales targets.
• Maintain regular contact with clients by representing FIRST in a professional manner through office visitations, presentations, functions, conferences, phone calls and written correspondence.
• Provide valuable assistance to clients by analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
• Educate assigned brokers on FIRST services, credit policies and training platforms while working closely with assigned underwriting team to increase quality of business, approval and funding ratios.
• Build internal working relationships with FIRST staff and provide assistance to Inside Sales, Marketing, Credit, Operations and Collection personnel as needed.
• Use creativity and good judgment to provide the client with the best possible terms/program while minimizing the risk and maximizing returns to FIRST.
• Analyze production reports to evaluate monthly loan volume, identify challenges, and target brokers for increased sales opportunities.
• Be a strong advocate for assigned brokers, ensuring that opportunities and issues are brought forward to management.
• Monitor local insurance trends and competitive developments and report to management as needed.
• Promote other finance products/solutions and services by providing training/development opportunities for clients and attending client and trade functions.
• Share best practices and product/process improvement ideas with peers and other segments of the business.
• Establish and maintain contact management system and communicate weekly/monthly activity to management as directed.
• Prepare reports, business plans, and business cases as required.
• Ensure expenses are kept up to date; within budget, policy and value maximization is attained for all expenditures.
• Other job related duties as assigned.

Knowledge/Skills/Abilities required

• Strong organizational and time management skills

• Minimum three years sales experience is desirable
• Ability to travel up to 80% in assigned territory by vehicle and/or airline.
• Excellent verbal and written communication skills
• Ability to attend insurance related functions during or after normal work hours
• Experience in providing training to brokers on system platforms
• Ability to interpret financial data
• Knowledge of Microsoft Office (Outlook, Word, PowerPoint and Excel) a plus

Training/Education/Experience Qualifications

• University/college degree is generally preferred
• 3 years sales experience
• Experience with a premium finance and/or specialist finance company preferred
• Insurance industry sales experience preferred

Compensation

The estimated salary rangefor this role is $59,000 - $77,000, along with eligibility to earn production bonuses. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience