Business Development Manager - Québec

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: www.ppi.ca

Business Development Manager - Québec

As a Business Development Manager, you will work closely with the regional Business Development Team to grow productivity in our Mass Market advisors by engaging in proactive business planning, case consultations, training, practice management and succession planning discussions. 

Business Development Managers are the primary contact for their aligned advisors and work in direct collaboration with their regional teams to ensure the right support is being given to the right advisor at the right time. They also provide secondary support to the Strategic Relationships team as needed.

Key Responsibilities:

• Proactively build and sustain strong working relationships with regional business development team and aligned advisors.

• Collaborate with the regional Advanced Markets team to support complex or large case opportunities

• Develop the deepest understanding of your primary aligned advisors and complete “Know Your Advisor” documents.

• Build out business plans with business goals for engaged advisors.

• Prepare and deliver presentations to numerous stakeholders, including training to advisors.

• Collaboratively contribute to the regional growth strategy by attracting new advisors to PPI

• Maintain and regularly update Activity Tracker and Recruitment 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 connecting with advisors for any support needed to settle their cases.

• 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

• 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

• Ability to evaluate how results are tracking to plan; identifying when to pivot to accomplish results

• Understanding of the regulatory environment in Quebec.

Education, Experience and Skills:

• College Diploma, University degree, or equivalent experience

• Current Insurance of Persons license

• LOMA courses, CHS, CLU, Pl. Fin.,

• Advanced level of the English and French language required as incumbent will need to handle case consultations, network and build relationships with English-speaking advisors and colleagues on a weekly basis

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.