Our current job postings

Director, Advanced Sales - BC

  • Employer: PPI Management Inc.
  • Office: 505 Burrard Street
  • Location: Vancouver, British Columbia
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10014069
  • Job type: Permanent Job Full time
  • Apply before: 2022-09-05

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 to join our Vancouver office.

Director, Advanced Sales – BC

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 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.

Responsibilities:

  • 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

  • Excellent English language skills required, (oral and written) - due to location and everyday interactions with English speaking clients, colleagues and internal partners

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 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.