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 Regional Vice-President, Sales to join our Toronto office.
Regional Vice-President, Sales
In this role you will be responsible for leading the regional Broad Market sales team to meet or exceed the sales revenue and manage sales expenses. You will lead the execution of regional direction for sales, case and practice management, removing barriers to resolve issues, and enhancing the experience for productive Advisors. You will be responsible for relationship management and business development strategies for the top 10-15 Advisors and relationship management for carrier wholesaler teams. You will work in collaboration with the High Net Worth (HNW), Wealth and Strategic Relationships sales teams and provide coaching and development to regional sales team members.
Achieve the regions’ sales plan
Assist in developing of national strategic sales plans and tactics based on company goals promoting sales growth and advisor satisfaction
Participate in the budgeting process for establishing revenue targets for region in collaboration with National Vice-President, Broad Market
Advisor advocacy activities – dispute resolution, exceptions, escalations etc.
Primary relationship manager for the top 10 - 15 advisors in the region and channel – highly productive advisor relationships
Collaborate with wholesaling teams to ensure region is receiving support from our carriers
Participate in high value advisor events to build and maintain relationships in region
Oversee the implementation of effective advisor training and development programs within the region
Oversee and support their region and area advisor recruitment plans
Manage advisor debt within region
Supervise advisors aligned to the RVP role (where required re: compliance) – complete tier 1 supervision activities as required
Participate in community/industry engagements
Actively participate in community events to promote the PPI advisor experience
Represent PPI at local industry events such as; ADVOCIS, FPSC etc.
Provide leadership, coaching, guidance and feedback to develop the skills and performance of the sales team; identify and address sales team training needs implement and monitor development plans
Establish performance standards/plans for each sales team member annually and regularly evaluate performance of sales team member
Job Knowledge / Work Experience:
Minimum of ten (10) years sales experience
Insurance and investments sales and advanced product knowledge/experience
Strong understanding of financial services industry and regulatory environment
Strategic planning & execution
Sales leadership development including coaching and mentoring of sales teams
Build and foster relationships (with highly productive advisors and all stakeholders)
Industry and brand ambassador
Results driven with a sense of urgency
Proactive and resourceful
Effective communication, presentation skills
Advisor Solution “triage” (problem solving and the ability to bring the right people/partners to the table to deliver on advisor needs)
Ability to adapt to a continuously change in the environment and industry
Education, Certifications or Licenses:
College Diploma, University degree, or equivalent experience
CFP, CLM, CHS, CLU designation(s) is an asset
LLQP licensed in relevant province(s)
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.