iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network.
Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.
With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.
The candidate will be responsible for promoting the sale of investment products to our MGA network and their advisors. They will provide training and on-
going support to the MGA’s and their offices. The candidate will develop relationships with advisors to continually increase sales in all investment products.
The product portfolio will consist of segregated fund investments held in RRSP, TFSA, RRIF, LIRA, LIF, RESP and unregistered funds, including annuities and GIC’s.
The candidate will have experience in selling investment products, and positioning them effectively to maximize sales.
Key responsibilities include the development of new relationships within the MGA network / insurance advisor community, a proven track record of strengthening existing relationships with insurance advisors and ensuring that the growth, persistency, and profitability objectives of the assigned territory are consistently achieved.
Developing the profile of Industrial Alliance in the region will be an important aspect of this role.
The candidate will :
Be responsible for the supervision of MGAs and coordinating with the Inside Sales Associate
Make sales calls to advisors at MGAs to ensure successful sales of IA investment products
Provide educational training, seminars, presentations and support to MGAs and their advisors to maintain and increase sales
Suggest and implement measures necessary to ensure quality control of the business sold by agencies
Review and assess sales targets on a weekly basis to identify opportunities and potential risks
New business growth, providing after-sale service, renewing and conserving a portfolio of approx. $35 million in group insurance contracts
Develop and execute a sales strategy (in collaboration with the RVP, Sales, Investment Division) and lead its execution, co-
ordinate activities with the Inside Sales Associate, monitor and report results
Promote the Industrial Alliance brand within the region, identify opportunities to build brand recognition regionally, collaborate with the RVP and the investment team, where appropriate
Assist with the planning and execution of regional events for insurance advisors
Comply with corporate business objectives, policies, procedures, practices, etc.
Propose relationship building activities
Conduct competitive intelligence by gathering information on competitor products, and activities
Provide strategic input into product development, administration, and regional client service
University graduate - Bachelor Degree and 5 to 7 years of relevant experience in insurance industry / brokerage environment
Investment experience knowledge of TFSA, RRSP, RESP, LIRA, RRIF, LIF, Unregistered Accounts
Knowledge of different investment styles and portfolio design
Highly developed communications and presentation skills
Ability to function well in pressure situations, flexibility and diplomacy
Established relationships in the advisor community (preferred)
Demonstrated ability to develop new relationships
Focus on new business development
Strong analytical skills
A self-starter who accepts ownership and accountability for results
Flexibility to travel for business opportunities throughout the province