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. 

Business Development Manager – Northern Alberta

A key member of the Northern Alberta Sales Team, you will proactively build working relationships with Advisors to gain insight into their business to develop a plan to help them achieve their business goals. Utilizing your strong virtual and in-person communication skills and proactive mindset, you will drive and support sales within your region.  You will employ your excellent judgement skills and Advisor-first approach to leverage the team where needed and refer cases to other sales team members as appropriate to ensure Advisors have the right support at the right time. 

Key Responsibilities:

• Proactively build and sustain strong working relationships with Advisors and team members.

• Collaborate with the team to ensure that Advisors have the tools, support and solutions they need to achieve their business objectives.

• Develop an understanding of Advisor’s business to identify opportunities.

• 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.

• 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.

Job Knowledge / Work Experience

• 5 years financial services industry experience

• Demonstrated experience as an effective relationship builder

• 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 self-manage

• 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, in-person, written, and social platforms

• Ability to manage emotion and impulses to absorb constructive feedback while remaining level-headed

• 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, Experience and Skills:

• College Diploma, University degree, or equivalent experience

• Current life license or working toward

• LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset

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