Director Advanced Sales, Advisory - Alberta

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, Advisory - Alberta

Job Purpose:

In this role, you will be responsible for growing the High Net Worth (HNW) business with the objective of increasing production and promoting sales to support the achievement of the PPI Advisory regional sales plan by taking both a proactive and reactive approach.

You will be responsible for relationship management and responding to requests for support from active Advisors, and sales case and practice management for those Advisors aligned to them and will connect Advisors to internal resources, tools and education to enhance the Advisors’ professional success. You will work with the Vice-President, Advanced Sales - PPI Advisory, on cases, as needed and in collaboration with PPI’s HNW’s team of experts, including Advanced Marketing, Advanced Underwriting and the Planning Services teams, as well as with the Broad Market and Strategic Relationships sales teams.

Responsibilities:

• Develop and maintain relationships with a small select group of key, consistently high production Advisors

• Provide customized solutions for HNW cases, understanding the needs of assigned Advisors and their clients

• Collaborate with PPI Advisory and PPI Broad Market teams on HNW cases, providing subject matter expertise where required and requested

• Foster effective working relationships with counterparts at carriers, etc., including advanced tax and estate experts

• Provide education to Advisors and Sales teams on spotting HNW opportunities

Job Knowledge / Work Experience:

• 8+ years of experience in life insurance marketing and sales

• In-depth knowledge of life insurance policies available in the market

• Knowledge and understanding of tax and estate planning strategies with life insurance (tax liability, IFA, buy/sell agreements, charitable gifting)

• Knowledge and understanding of products and planning concepts available, as well as an understanding of inforce policy structure and features

• Strong communication and presentation skills

• Strong interpersonal and relationship building skills

• Confident and empathetic

• Ability to simplify and communicate complex topics and strategies

• Excellent English language skills, both oral and written due to frequent interactions with English-speaking colleagues, internal partners or clients across Canada. Speaking French is an asset

Education, Certifications or Licenses:

• Life licensed

• 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.