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    Sales Director - Markham, Canada - Financial Horizons

    Financial Horizons
    Financial Horizons Markham, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Were you born to achieve sales targets? Is advisor support something you do in your sleep? Have you relished the opportunity to be an industry and brand ambassador?

    Were those easy questions? Then you may be our next Sales Director at the FH family of companies Sound exciting? Keep reading

    Note:

  • This role is supported by a hybrid work arrangement with some travel as required

    • What will you be doing in this role?

  • Achieve sales revenue targets
  • Attract, recruit & select the right/productive advisors
  • Build and foster relationships with key advisors
  • Proactively support advisors and advisor firms develop their business through in-depth sales, marketing, and business solutions that focus on their objectives
  • Complete advisor needs triage – act as a liaison to services
  • Provide illustration and quote support for their respective advisors as required/when needed
  • Share accountability for the management of advisor debt for assigned branches
  • Represent and promote FH by attending various sales conferences and industry events, contributing on social media, participate at advisor tables
  • Be an industry and brand ambassador
  • Participate in the delivery of educational events and planning as required
  • Oversee the onboarding of new advisors

    • What qualifications are required?

  • CFP, CLM, CHS, CLU designation(s) is an asset
  • LLQP license required
  • Mutual Funds license is an asset
  • College Diploma, University degree, or equivalent experience
  • Cantonese and/or Mandarin is an asset

    • What competencies are required?

  • Strategic
  • Ability to network
  • Results driven
  • Ability to negotiate and influence
  • Knowledge of local market conditions (including competitor activities)
  • Business acumen
  • Proactive and resourceful
  • Communication skills – oral and written
  • Adaptable

    • What should your experience look like?

  • 5 years industry experience
  • Demonstrated sales leadership experience
  • Insurance and investments sales and basic product knowledge/experience
  • 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:

  • 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 on-demand e-learning programs, Tuition reimbursement and Leadership development
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