Business Development Director, Advice Canada

The Canada Life Assurance Company•Rancho Cucamonga, CA

8d•$78,900 - $128,900

About The Position

Advice Canada is our dedicated, coast-to-coast support team, committed to helping independent advisors and their business succeed. As the advisor sales support team for Financial Horizons and Quadrus Investment Services Ltd., Advice Canada brings together local relationship managers and with the robust value proposition of a leading Canadian MGA and leading Mutual Fund Dealer to deliver high-quality, personalized service. We say to advisors “Your goals are our goals”. That’s why our local Advice Canada relationship manager takes the time to understand each advisor’s business and connects them with the right experts, solutions, and opportunities. Backed by Financial Horizons’ commitment to independent, carrier-agnostic advice, we provide access to leading insurance and wealth solutions across all major carriers—ensuring advisor’s business and their clients’ needs are always met with best-in-class support. 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 please submit application to be our next Business Development Director for Advice Canada family of companies!

Requirements

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
LLQP license required
College Diploma, University degree, or equivalent experience
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

Nice To Haves

CFP, CLM, CHS, CLU designation(s) is an asset

Responsibilities

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
Support advisors in advanced insurance and wealth concepts in coordination with our Strategists
Represent and promote FH by attending various sales conferences and industry events, contributing on social media, participate at advisor tables
Participate in the delivery of educational events and planning as required
Work with our 24 carrier partners to influence insurance and wealth growth
Be a coach/mentor with your aligned Business Development Consultant (BDC)
Be an industry and brand ambassador