Sales Director, WFG ON

IVARI•Toronto, ON

5d•Hybrid

About The Position

This position is a new vacancy. Working closely with the World Financial Group (WFG) Distribution sales management team, you will be responsible for strategic business development exclusively within the WFG distribution sales channel for Ontario. You will target business development opportunities within this distributor and identify and manage revenue generation and sustain profitable growth.

Requirements

A university degree or equivalent work experience required
Integral knowledge of the Canadian life insurance and wealth management market
Minimum of 5 years’ wholesaling experience in the individual insurance products industry, with particular strength in the universal life marketplace
Proven ability to seek and identify new business opportunities, including advanced casework
Proven ability to build on existing business
Ability to develop and build relationships with advisors
Sound knowledge of market competition
Ability to forecast needs of producers/advisors and understand the full scope of their individual businesses
Excellent communicator and presenter

Nice To Haves

Previous use of Salesforce is an asset
Life license preferred but not required
Sound knowledge of the WFG distribution network preferred

Responsibilities

Identify and manage targeted advisors and qualified prospects within the defined sales territory
Work closely with WFG sales management team to develop annual sales plans for targeted advisors consistent with regional WFG sales plan
Increase the sales productivity of the targeted advisor group
Assist advisors to design solutions through training for a variety of concepts
Build and grow advisor relationships with a goal of delivering value add to the customer
Maintain client contact on an established or regular basis
Regularly network within the WFG branch offices to grow advisor base through identifying new prospects
Initiate, develop and maintain effective relationships with key internal business partners
Regularly liaise with head office managers on all matters relating to the account
Develop and maintain life, mutual fund and securities industry knowledge and awareness
Individual networking through associations and external sales peer groups
Ongoing professional development and through selected education programs and publications
Travel extensively
Be prepared to represent ivari at various WFG events after normal business hours, and many weekends
Regularly attend WFG regional and /or national sales conventions