Our current job postings

Business Development Manager - Quebec

  • Employer: PPI Management Inc.
  • Office: 6700, boulevard Pierre-Bertrand
  • Location: Quebec, Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10014267
  • Job type: Permanent Job Full time
  • Apply before: 2022-12-16

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 Business Development Manager to join our Quebec City office.

Business Development Manager – Quebec

In this role, you will contribute to growing the business with the objective of increasing production and promoting sales to support the achievement of the Broad Market regional sales plan by taking both a proactive and reactive approach.

You will proactively identify Advisors who have sales opportunities and develop relationships with new PPI Advisors. You will be responsible for relationship management and respond to requests for support from active Advisors and sales case and practice management for those Advisors aligned to them. You will connect Advisors to internal resources, tools and education to enhance the Advisors’ professional success and work collaboratively with the Directors, Sales on cases as needed.

Responsibilities

  • Increase insurance sales by providing consultative sales support and solutions to a primary group of Advisors in addition to supporting the Regional Director and Director, Sales for Advisors to which you are the aligned secondary relationship

  • Implement the sales/action plan in order to achieve growth objectives with primary Advisors including regular contact schedule, tracking of Advisor goals/targets; adapting where necessary to support growth, and implementing various techniques based on Advisor profile

  • Develop an understanding of Advisor’s business to identify opportunities

  • Maintain a high degree of industry and product knowledge, understanding the marketplace and remaining current on industry trends and initiatives

  • Prepare and deliver presentations to numerous stakeholders

  • Align various internal and external resources to enable Advisor sales growth

  • Achievement of personal sales/activity objectives as assigned

  • Collaborate with other Regional Business Development Managers, Advanced Markets teams and various business units as appropriate and needed

Job Knowledge / Work Experience:

  • 8+ years financial services industry experience

  • Demonstrated sales experience

  • Advanced knowledge of financial services industry

  • Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators

  • Ability to present effectively in both virtual and in person environments

  • Focus on a triage to find Advisor solutions

  • The ability to bring the right people/partners to the table to deliver on Advisor needs

  • Effective communication skills including verbal, in-person, written, and social platforms

  • Ability to manage emotion and impulses to absorb constructive feedback while remaining level-headed

  • Ability to manage various personalities and situations

  • Disciplined approach to deliver sales, recruitment and Advisor growth within broad market and strategic relationships

  • Ability to evaluate how results are tracking to plan; identifying when to pivot to accomplish results

Education, Experience and Skills

  • College Diploma, University degree, or equivalent experience

  • Current life license

  • LOMA courses, CHS, CLU, CFA, CSC, SWIM considered an asset

  • 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 a strong asset.

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.