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.
For more information about PPI visit: www.ppi.ca
Director, Sales - BC
In this role, you will be responsible for growing the business with the objective of increasing production and promoting sales to support the achievement of the Mass Market regional sales plan.
You will be responsible for relationship management for key advisors and sales case and practice management for advisors aligned to you. You will connect internally to the resources, tools and education to enhance the advisors' professional success and work in collaboration with your counterparts in the High Net Worth (HNW), Wealth and Strategic Relationships sales teams.
Key Responsibilities:
Increase sales amongst primary aligned advisors
Complete Business Plan/KYA to understand advisor's business and develop and strengthen relationships, including:
+ Succession, Business Planning, Marketing, Prospecting, Practice Management, Compliance Develop an understanding of advisors' knowledge base and objectives to foster reliance and partnership for case work
Provide education and training for key advisors
Foster relationships and support inside/outside PPI (DAS, Investments, Wholesalers, etc.)
Actively participate in industry events to promote the PPI brand and value proposition
Attract select advisors to join PPI as their MGA
Engage in actions that encourage, reflect and align with PPI's ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees
Job Knowledge / Work Experience:
8+ Years of industry experience
Previous insurance sales experience is an asset
Deep understanding of family and business insurance landscape, product and concept knowledge
Clear understanding of PPI tools and resources
Understanding of HNW market
Clear and effective communicator - including verbal, written and presentation skills
Organized with proven ability to focus on primary tasks
Adaptable with the flexibility to react quickly to Advisors' needs
Education Certifications or Licenses:
Life licensed
CFP & CLU designations (or working towards)
The expected salary range for this position starts at $90,000 and will be commensurate with the candidate's experience and skill set.
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.
Invest in your talent by joining our team
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See why so many people choose iA!
Company Overview
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iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we're invested in you.
Our commitment to Diversity and Inclusion
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At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.
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