Our current job postings

Director, Sales - Quebec

  • Employer: PPI Management Inc.
  • Office: 7005, boul. Taschereau
  • Location: Brossard, Quebec
  • Other Possible Location(s): Verdun, Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10013992
  • Job type: Permanent Job Full time
  • Apply before: 2022-07-29

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 Director, Sales to join our Brossard or Montreal office.

Director, Sales – Brossard/Montreal

Job Purpose:

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 regional sales plan.

You will be responsible for relationship management for key Advisors and sales case and practice management for Advisors aligned to you. You will connect internally to the resources, tools and education to enhance the Advisors’ professional success and work in collaboration with your counterparts in the High Net Worth (HNW), Wealth and Strategic Relationships sales teams.

Responsibilities:

  • Increase sales amongst key Advisors and AGAs

  • Complete Business Plan/KYA to understand Advisor’s business and develop and strengthen relationships, including:

    • Succession, Business Planning, Marketing, Prospecting, Practice Management, Compliance

  • Develop an understanding of Advisors’ knowledge base and objectives to foster reliance and partnership for case work

  • Provide education and training for key Advisors

  • Foster relationships and support inside/outside PPI (DAS, Investments, Wholesalers, etc.)

  • Actively participate in industry events to promote the PPI brand and value proposition

Job Knowledge / Work Experience:

  • 8 Years of industry experience

  • Previous insurance sales experience is an asset

  • Deep understanding of family and business insurance landscape, product and concept knowledge

  • Clear understanding of PPI tools and resources

  • Understanding of HNW market

  • 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

  • Excellent French language skills, both oral and written due to frequent interactions with French-speaking colleagues, internal partners or clients

Education, Certifications or Licenses:

  • Life licensed

  • CFP & CLU designations (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,
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.