Regional Vice-president, Sales - North York, Canada - iA Groupe financier / iA Financial Group

iA Groupe financier / iA Financial Group

Verified Company

North York, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

PPI company overview:

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.

Regional Vice-President, Sales - Ontario**In this role you will be responsible for leading the regional Broad Market sales team to meet or exceed the sales revenue and manage sales expenses. You will lead the execution of regional direction for sales, case and practice management, removing barriers to resolve issues, and enhancing the experience for productive Advisors. You will be responsible for relationship management and business development strategies for the top 10-15 Advisors and relationship management for carrier wholesaler teams. You will work in collaboration with the High Net Worth (HNW), Wealth and Strategic Relationships sales teams and provide coaching and development to regional sales team members.

Key Responsibilities:

Achieve the regions' sales plan:
Assist in developing of national strategic sales plans and tactics based on company goals promoting sales growth and Advisor satisfaction
Participate in the budgeting process for establishing revenue targets for region in collaboration with Vice-President, Broad Market Sales
Working closely with the Director, Strategic Growth, accountable for the overall recruitment targets of the region
Advisor advocacy activities dispute resolution, exceptions, escalations etc.
Primary relationship manager for the top Advisors in the region and channel highly productive Advisor relationships
Collaborate with wholesaling teams to ensure region is receiving support from our carriers
Participate in high value Advisor events to build and maintain relationships in region
Oversee the implementation of effective Advisor training and development programs within the region
Manage Advisor debt within region
Supervise Advisors aligned to the RVP role (where required re: compliance) complete tier 1 supervision activities as required
Participate in community/industry engagements
Actively participate in community events to promote the PPI Advisor experience
Represent PPI at local industry events such as; ADVOCIS, FPSC etc.
Provide leadership, coaching, guidance and feedback to develop the skills and performance of the sales team; identify and address sales team training needs implement and monitor development plans
Establish performance standards/plans for each sales team member annually and regularly evaluate performance of sales team member

Job Knowledge / Work Experience:

Minimum of ten (10) years sales experience
Insurance and investments sales and advanced product knowledge/experience
Strong understanding of financial services industry and regulatory environment

Competencies Required:

Strategic planning and execution
Sales leadership development including coaching and mentoring of sales teams
Build and foster relationships (with highly productive Advisors and all stakeholders)
Industry and brand ambassador
Business Acumen
Results driven with a sense of urgency
Proactive and resourceful
Networking ability
Effective communication, presentation skills
Advisor Solution "triage" (problem solving and the ability to bring the right people/partners to the table to deliver on Advisor needs)
Ability to adapt to a continuously change in the environment and industry

Education, Certifications or Licenses:

College Diploma, University degree, or equivalent experience
CFP, CLM, CHS, CLU designation(s) is an asset
LLQP licensed in relevant province(s)
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies._

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