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.
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.