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 an Regional Business Development Manager to join our Quebec City or Brossard office.
Regional 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.
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.