Sales Director PQ

IVARI•Montreal, QC

10d•Remote

About The Position

ivari is a company with 300+ employees across Canada, focused on life insurance. It is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada, offering a wide range of products and services including life and health insurance, annuities, pension administration and investment services. ivari is committed to diversity, inclusivity, and accessibility, aiming to attract, develop, and retain a diverse workforce. This position is an existing vacancy, and through a consultative selling approach, the Sales Director will achieve planned objectives within a specific territory, working closely with the sales team and advisors within the Greatway Financial distribution channel in the Quebec region.

Requirements

A university graduate or equivalent work experience
A minimum 5+ year’s financial services experience in the Individual Insurance Products industry with particular strength in the universal life marketplace
Integral knowledge of the Canadian life insurance industry
Proven ability to seek and identify new business opportunities with a focus on the middle market
Proven ability to build on existing business
Proven ability to develop and build on relationships with advisors
Having sound knowledge of middle market competition
Ability to anticipate needs and challenges of targeted advisors and understand full scope of their individual businesses
You have excellent communication and presentation skills
Bilingual (French and English)
Sound compliance management

Responsibilities

Work closely with the Sales VP, Managing Director and Account Management team to develop annual sales plans consistent with regional Greatway sales plan for life and critical illness products
Assist in keeping Greatway offices, within your assigned territory, up to date on advisor’s business planning, training and follow-up activity
Increase sales productivity of targeted advisor groups
Ensure business plans leverage all related ivari electronic processing tools and programs
Conduct select presentations on products, programs and practice management tools
Regularly network within regional branch offices to grow advisor base through identifying new prospects
Participate in select Professional Development (PD) days.
Implement and sustain a call rotation and activity level which allows you to focus on our key advisors while still supporting the different Greatway offices and staff
Work closely with Inside Sales Associates to ensure distributor and advisor sales and support needs are met
Develop and maintain industry knowledge and awareness of the needs of middle market advisors
You will work virtually out of your home base in Montreal (or vicinity)
Considerable travel will be required, mostly within the prescribed territory
Be prepared to represent ivari at various events after normal business hours including evenings and weekends
Document all sales activity and expenses in Salesforce
Develop an ‘appropriate’ work/life balance