Business Development Consultant - Markham, Canada - Financial Horizons Group

Financial Horizons Group
Financial Horizons Group
Verified Company
Markham, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

beBee Recruiter
Description
Is your definition of success driven by the quality of support you provide others? Are you a brand ambassador that actively builds and fosters relationships? Do you have a knack for generating leads and pursuing sales growth? Is advisor support something you were born to do? Are you fluent in English and Mandarin?


If those were all 'yeses', then you may be our next
Business Development Consultant at the FH family of companies Based out of our Markham office, this role can also be supported by a hybrid work arrangement.

Sound exciting? Keep reading


What will you be doing in this role?:
***Recruiting and Onboarding

  • Drive opportunities for outside sales through prospecting and lead generation
  • Provide training support to advisors and their teams on various tools and technology (WealthServ, Conquest, BSA, commissions, carrier websites, reporting, etc.)
  • Ensure successful and efficient onboarding of new advisors including orientation to FH processes, procedures, key contacts etc.
  • Own the coordination of the onboarding process with contracting
Relationship Management

  • Provide advisor triage support and troubleshooting to various departments
  • Provide consistent connections and touchpoints with Signature/Select advisors to maintain deep level of advisors priorities and business objectives to align with FH advisor value proposition
  • Provide advisor advocacy activities including basic inquiries to carrier partners
Sales Growth

  • Provide reactive support for Elite advisors, and proactive support in coordination with outside sales to develop and move Signature/Select advisors into Elite level
  • Proactively Identify advisors with growth potential and refer to outside sales Provide training on sales concepts and trends working in collaboration with outside sales for Signature/Select and growth advisors
  • Provide carrier product & illustration training, complete illustrations as required for Select and above advisors
  • Understand Signature/Select advisors' practice on an intimate level to identify opportunities for growth
  • Partner and pair advisors with FH value proposition and teams
  • Provide basic case consultation support
  • Identify succession opportunities and assist in transitioning business for Signature and Select advisors
  • Execute and deliver the region's strategic direction and sales plan
  • Participate in quarterly branch/territory (COS) sales reviews
Other

  • Local onsite event coordinator (branch specific)
  • Branch specific advisor communications for aligned Sales Director (i.e. contests)
  • Use Salesforce to track activities, maintain KYA for aligned advisors, create/maintain an advisor pipeline
  • Accountable for advisor debt management, escalate as required
  • Provide tier 1 support for advisors under supervision as required working in collaboration with compliance team

What qualifications are required?:


  • College Diploma, University degree, or equivalent experience
  • LLQP license required
  • Mutual Funds license is an asset
  • Fluency in English and Mandarin required
  • Cantonese an asset

What competencies are required?:


  • Results driven with a sense of urgency
  • Problem solving skills
  • Planning and organizational abilities
  • Proactive and resourceful
  • Relationship building
  • Communication and presentation skills
  • Adaptability
***:
What should your experience look like?:

  • Minimum of 3 years of progressive experience in the insurance and financial services industry
  • Elevated knowledge of key permanent insurance concepts using the mass affluent/HNW market
  • Maintain industry and product knowledge, keeping abreast of changes
  • Proven experience with Microsoft programs such as Word, Excel, Power Point, and Outlook

Benefits & Perks:


As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees An organization that lives and breathes its DRIVER values.


These are some of the benefits we provide:

  • 3 weeks of paid vacation
  • Excellent Group Benefits plan
  • Group Retirement Plan with employer matching
  • Flexible and supportive Personal Days for employee or family illness, emergency etc
  • Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
  • Wellness Credit program
  • Personal and Professional programs that allow you to grow, learn and develop including ondemand elearning programs, Tuition reimbursement and Leadership development

Who are we?:

English/Mandarin key requirement
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