Our current job postings

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: 2022-12-30

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 Advanced Sales, Advisory to join our Edmonton office.

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.


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 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.