Regional Vice-President, Business Development - AB

iA Financial Group•Edmonton, AB

5d•Hybrid

About The Position

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.

Requirements

Minimum of ten (10) years of financial services experience, with a focus on insurance and segregated funds.
Minimum of five (5) years of leadership experience in the insurance industry, preferably within the independent MGA or National Accounts channels.
Advanced product knowledge and experience with individual insurance and segregated funds.
Strong understanding of the financial services regulatory environment.
Experience attracting, recruiting and selecting independent advisors and staff.
Experience working with multiple carrier wholesaling teams and their leadership.
Strategic planning & execution
Sales leadership development including coaching and mentoring of sales teams
Build and foster relationships (with highly productive advisors and all stakeholders)
Industry and brand ambassador
Business Acumen – MGA model
Results driven with a sense of urgency
Proactive and resourceful
Strong Networking skills
Effective communication, presentation skills
Advisor Solution “triage” (problem solving and the ability to bring the right people/partners to the table to deliver on advisor needs)
Ability to adapt to a continuously change in the environment and industry
LLQP licensed in relevant province(s)

Nice To Haves

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

Responsibilities

Achieve the regional business plan
Assist in developing of Regional strategic sales plans and tactics based on company goals promoting sales growth and advisor satisfaction.
Participate in the budgeting process for establishing revenue targets for region in collaboration with Vice-President, Mass Market.
Provide leadership, coaching, guidance and feedback to develop the skills and performance of the sales team; identify and address sales team training needs implement and monitor development plans.
Establish performance standards/plans for each sales team member annually and regularly evaluate performance of sales team members.
Act as primary relationship manager for the top 10 - 15 highly productive advisor relationships in your region.
Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.
Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards.
Collaborate with wholesaling teams to ensure region is receiving support from our carriers.
Participate in high value advisor events to build and maintain relationships in region.
Oversee the implementation of effective advisor training and development programs within the region.
Engage in advisor advocacy activities – dispute resolution, exceptions, escalations etc.
Oversee and support their region and area advisor recruitment plans.
Manage advisor debt in collaboration with the VP, Mass market for your region.
Supervise advisors aligned to the RVP role (where required re: compliance) – complete tier 1 supervision activities as required.
Actively participate in community events to promote the PPI advisor experience.
Represent PPI at local industry events such as; ADVOCIS, FPSC etc.
Lead and engage the office and employees in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.