Our current job postings

Business Development Manager

  • Employer: PPI Management Inc.
  • Office: 126-6325 Gateway Blvd. NW
  • City: Edmonton
  • Province: Alberta
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10010475
  • Job type: Permanent Job Full time
  • Apply before: 2021-11-08

Description

PPI company overview:

Shaping Dreams Into Legacies

PPI elevates independent financial advisors to the next level.

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.  A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

Unparalleled resources. At your command.

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

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

To maintain PPI’s exacting level of service, we are looking for a Business Development Manager to join our Edmonton Office. 

Business Development Manager

The Business Development Manager is responsible for supporting PPI advisors in the sale of life insurance products and increasing overall production in their assigned territory through a team-coordinated approach to sales opportunities, a focus on maximizing existing business relationships and by developing new advisor relationships.

Responsibilities:

  • Proactively meet with identified Advisors to build rapport, understand their business, and use PPI resources (KYA, Toolkit, Advisory, SPN, etc.) to help them grow their business

  • Assist in delivering the Knowledge Program and conduct all necessary follow-up

  • Manage Wholesalers to function as an extension of PPI support to Advisors

  • Develop and manage the relationship with Wholesalers to ensure they understand and support PPI’s business offering to our advisors, are effective in delivering the PPI message, are comfortable and confident in using PPI tools and are encouraged to refer advisors to PPI

  • Develop and maintain positive consultative relationships with assigned financial advisors

  • Promote insurance products and increase production for an assigned sales and marketing office

  • Provide case consultation to advisors.  Utilize software tools to demonstrate comparative product advantages, etc.

  • Organize and conduct seminars, education workshops and product and sales concepts meetings for Advisors in small groups and one-on-one sessions

  • Assist Business Operations with underwriting for complex and/or difficult cases

  • Provide assistance to advisors regarding information dissemination and clarification between the carriers and advisors

  • Coach sales support staff to develop their understanding and skills in the areas of case consultation, insurance products, etc.

  • Recruit new advisors in conjunction with the Vice-President, Sales of the assigned area

  • Contribute to the success of the sales office by taking the initiative to support colleagues and co-workers in their job responsibilities as necessary

Education, Experience and Skills

  • Undergraduate degree in a business-related program desired

  • Minimum of 5 years’ experience in a sales role related to life insurance, living benefits, segregated funds or related products

  • Must hold a valid Life license

  • Industry designations (CFP, CLU, ChFC) desired

  • Proven sales and marketing skills

  • Knowledge of the local market

  • Effective problem solver with the initiative to be innovative and creative with developing new ideas and concepts

  • Exemplary interpersonal skills with a proven ability to develop and maintain relationships

  • Excellent written and oral communication skills

  • Proven ability to handle confidential material with the highest level of discretion

  • Proficiency with MS Office software, particularly, Excel, Word PowerPoint and Outlook

We thank all candidates for applying, however only those selected for an interview will be contacted.  Your resume may be used for other vacancies.


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.