Business Development Manager

Job Description

Description
PPI company overview:
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.

For more information about PPI visit:

Business Development Manager:
As a Business Development Manager, you will be a key member of our national Sales Enablement team. Working closely with our regional sales teams, Business Development Managers grow productivity in both our Mass Market advisors and our Strategic Relationship advisors by engaging in business planning discussions, case consults, practice management and succession planning discussions.

Business Development Managers are the primary contact for their aligned advisors and collaborate often with their regional teams to ensure the right support is being given to the right advisor at the right time.

Key Responsibilities:

• Proactively build and sustain strong working relationships with regional sales team and aligned advisors.
• Collaborate with the regional sales team for any complex or large cases.
• Know your primary aligned advisors better than anyone and complete "Know you advisor" documents.
• Build out business plans with business goals for engaged advisors.
• Prepare and deliver presentations to numerous stakeholders including training to advisors.
• 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.
• Monitor new business cases from submission through placement, proactively calling the advisor for any support needed to place the case.
• Engage in actions that encourage, reflect and align with PPI's ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.
• Achievement of personal sales/activity objectives as assigned.
• Maintain a high degree of industry and product knowledge.

Job Knowledge / Work Experience:

• 5+ years financial services industry experience
• Demonstrated experience as an effective relationship builder
• Demonstrated sales experience
• Demonstrated experience as a coach
• Demonstrated ability to leverage team resources to drive sales
• Ability to prioritize tasks and self-manage
• Ability to present effectively in both virtual and in person environments
• Ability to adhere to compliance legislation and guidelines
• Knowledge of financial services industry
• Aptitude for and willingness to quickly adapt to new technologies
• Effective communication skills including verbal, in-person, written, and social platforms
• Ability to manage emotion and impulses to absorb constructive feedback
• Ability to manage various personalities and situations
• Disciplined approach to deliver sales, recruitment and advisor growth within broad market and strategic relationships
• Ability to evaluate how results are tracking to plan; identifying when to pivot to accomplish results
• Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered and asset

Education, Experience and Skills:

• College Diploma, University degree, or equivalent experience
• Current life license or working toward
• LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.