Director, Business development

L'Union-Vie, Compagnie Mutuelle D'Assurance•Drummondville, QC

18d•Hybrid

About The Position

Reporting to the National Vice President, Business Development and Marketing, Individual Insurance and Investment, the successful candidate’s primary objective will be to develop the Individual Insurance and Investment business lines, principally in the specific territories assigned.

Requirements

A minimum of 3 to 5 years of experience in individual insurance and investment-retirement, specifically in business development
Significant experience in building strong business relationships with general agents and advisors is essential
Excellent knowledge of insurance and investment products
Strong aptitude for developing new business relationships
Strong aptitude for communication and interpersonal relations
Strong aptitude for technological innovations aimed at developing emerging markets
Strong aptitude for analysis and problem resolution
Self-driven with a commitment to surpassing goals
Available to travel frequently
Strong planning and organizational abilities with a high degree of autonomy
Driven by client success and performance results
Proficiency in MS Office suite and major sales software

Nice To Haves

Bachelor's degree in business administration, finance, actuarial science or other related disciplines is an asset
Licence to practice as a financial security advisor in life and health insurance is an asset or will be required as part of his/her duties
Bilingualism an asset (English and French), both spoken and written

Responsibilities

Develop and grow new business relationships, primarily in assigned territories
Develop in-depth knowledge and promotion of individual life insurance, living benefits and investment products
Ensure that annual sales targets and persistency requirements are met
Maintain and follow performance indicators to evaluate possible improvements
Develop and maintain a broad level of knowledge of UV Insurance technology tools available to partners
Act as a resource person for the team to support them in more complex analysis projects
Develop and customize sales concepts related to the target market
Drive adoption of company products and services among advisors and general agents
Coordinate and conduct a set number of one-on-one or group meetings with advisors and general agents
Develop, explain and personalize sales concepts and respond effectively to requests for information about our products
Engage high-potential advisors to establish new business relationships
Work closely with the Inside Sales Team and peers to support coordinated business development in a collaborative environment
Design, organize and conduct training sessions on our products, sales concepts and various company software
Assist advisors in the resolution of complex cases and in developing their business
Actively participate in promotional events
Represent UV Insurance in social or business activities organized by general agents, advisors or partners
Participate in the development, implementation and execution of activities necessary for achieving objectives
Participate in the development of positioning strategies for our insurance and investment products
Gather information from advisors and the network to improve the competitiveness and marketing of our products
Support team collaboration through active meeting participation
Contribute to change management efforts involving digital transformation, new product integration, and market development
Collaborate with the Privacy Officer in the implementation of security measures, policies, and other frameworks related to the protection of personal information
Ensure that security measures, policies, and other frameworks related to the protection of personal information are read, understood, and applied by the team
All other related tasks