Director, Advanced Sales - Northern Alberta
- Employer: PPI Management Inc.
- Office: 6325 Gateway Blvd. NW
- Location: Edmonton, Alberta
- Job category: Not Evaluated (Job Family)
- Job ID: JR10013929
- Job type: Permanent Job Full time
- Apply before: 2023-04-28
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, Advanced Sales - Northern Alberta
In this role, you will be responsible for growing the business with the objective of increasing production and promoting sales to support the achievement of the Broad Market and High Net Worth (HNW) regional sales plans. You will be responsible for relationship management for key identified advisors with potential in the HNW market, and for case management for Broad Market advisors who have a HNW case.
You will also connect internally to the PPI Advisory team of experts and work collaboratively with the Vice-President, Advanced Sales - PPI Advisory on cases as required. You will connect resources, tools and education to enhance the Advisors’ professional success and work in collaboration with your counterparts in Broad Market and HNW sales teams.
Develop and maintain relationships with a small, select group of key, consistently high production Advisors
Provide customized solutions for key Advisors, including HNW cases, understanding the needs of the Advisor and their clients
Collaborate with the rest of the sales team, specifically Vice-President, Advanced Sales and Director, Sales colleagues
Foster effective working relationships with support contacts at carriers, etc., including advanced tax and estate experts, if applicable
Provide education to Advisors and Sales teams on spotting HNW opportunities
Job Knowledge / Work Experience:
8 years of experience in industry
Previous insurance sales experience
Deep understanding of HNW market
Deep understanding of family and business insurance landscape, product and concept knowledge
Clear understanding of relevant PPI tools and resources
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
Education, Certifications or Licenses:
CFP & CLU designations (or working towards)
TEP, FEA desired (or working towards)
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,
Our employees are our best investment and we have much to offer them.
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 50,000 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.