Manager, Exclusive Service and VIP Sales Partnerships

iA Financial Group•Vancouver, BC

42d•CA$70,000 - CA$78,000•Hybrid

About The Position

The successful candidate will be responsible for supporting, developing, and maintaining privileged business relationships with high-potential advisors across various distribution networks, while ensuring proactive, personalized follow-up on their clients’ cases. In this role, you will deliver a distinctive service experience and work independently to resolve complex cases. Your proactive approach and strong work ethic will have a direct impact on the business line’s strategic objectives, particularly the growth of our business within the mid-market segment. This position offers an excellent opportunity to showcase your expertise and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

Requirements

6 to 8 years of experience in a similar role
College diploma (DEC) or equivalent
Strong experience in life insurance and life insurance products
Outstanding communication and negotiation skills
Excels at problem-solving and critical thinking
Autonomy, attention to detail, rigor, strong prioritization skills, and a proactive approach
Fully proficient in French is a strong asset
Advanced level of English

Responsibilities

Delivering a distinctive, end-to-end, personalized service experience.
Developing a strong understanding of the environment in which high-potential advisors operate and adapting your approach using available performance indicators.
Leveraging monitoring tools and dashboards to proactively identify urgent situations and potential issues in submitted cases.
Following up promptly with advisors when information is incomplete, inconsistent, or instructions are unclear.
Analyzing complex cases and recommending appropriate courses of action, including exception requests.
Managing complex files and making decisions on exception cases while ensuring timely and satisfactory resolution.
Coordinating with various stakeholders and business units to ensure proper follow-up and progress of files under your responsibility.
Identifying and recommending process improvements to enhance the client experience, reduce costs and turnaround times, and increase productivity.
Participating in special projects and additional initiatives that contribute to the team’s objectives.
Maintaining a high level of knowledge of processes, procedures, and cross-functional business updates.