Description

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.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

Director, Sales - Atlantic

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 regional sales plan.

You will be responsible for relationship management for key Advisors and sales case and practice management for Advisors aligned to you. You will connect internally to the resources, tools and education to enhance the Advisors’ professional success and work in collaboration with your counterparts in the High Net Worth (HNW), Wealth and Strategic Relationships sales teams.

Key Responsibilities:

• Increase life insurance and living benefits sales amongst key Advisors to achieve both individual and regional sales objectives.

• Gain deep understanding of Advisor’s business and proactively support their efforts on matters including, but not limited to, business development, practice management, and succession planning.

• Develop trusted partnerships with Advisors to implement objective insurance planning solutions for their clients.

• Provide personalized education and training opportunities for key Advisors.

• Identify and recruit advisors and firms who fit the PPI profile while continuously contributing to the regional recruiting effort.

• Foster relationships with internal partners (Sales, Operations, Compliance, etc.) to collaboratively support Advisors.

• Build and leverage relationships with carrier wholesaling teams to ensure current understanding of their products in support of growth targets.

• Actively participate in industry events to promote the PPI brand and value proposition.

• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

Education, Experience and Skills:

• 8 Years of industry experience

• Life licensed

• CFP & CLU designations (or working towards)

• Previous insurance sales experience is an asset

• Deep understanding of family and business insurance landscape, product and concept knowledge

• Proficiency in industry tools and calculators (Life Design Analysis, Financial Planning Software, CompuLife, etc.)

• Clear and effective communicator – including verbal, written and presentation skills

• Organized with proven ability to deliver results

• Established capability to work within and actively contribute to a high performing team

• Professionally adaptable with time management skills to appropriately address Advisors’ needs

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