Business Development Manager - Quebec

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

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:

• Provide Sales support in the form of quoting or case development.

• 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:

• 5 years financial services industry experience

• Demonstrated sales experience

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

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

• Ability to prioritize tasks and self-manage

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

• Ability to adhere to compliance legislation and guidelines

• Knowledge of financial services industry

• Aptitude for and willingness to quickly adapt to new technologies

• 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, Certifications or Licenses:

• College Diploma, University degree, or equivalent experience

• Current life license or working toward

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

• Excellent French and English language skills, both oral and written due to frequent interactions with French and English-speaking colleagues, internal partners or clients across Canada.

We thank all candidates for applying, however only those selected for an interview will be contacted.  Your resume may be used for other vacancies.