Business Development Manager - Brossard, Canada - iA Groupe financier / iA Financial Group

iA Groupe financier / iA Financial Group

Verified Company

Brossard, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

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.

Business Development Manager

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 selfmanage
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, inperson, written, and social platforms
Ability to manage emotion and impulses to absorb constructive feedback while remaining levelheaded
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 Englishspeaking colleagues, internal partners or clients across Canada.

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