Director Advanced Sales, Advisory - Alberta
- Employer: PPI Management Inc.
- Office: 6325 Gateway Blvd. NW
- Location: Edmonton, Alberta
- Job category: Not Evaluated (Job Family)
- Job ID: JR10013994
- Job type: Permanent Job Full time
- Apply before: 2023-04-03
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
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.
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:
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.