PPI company overview :
Shaping Dreams Into Legacies
PPI elevates independent financial advisors to the next level.
Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.
A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.
Unparalleled resources. At your command.
Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance.
We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.
To maintain PPI’s exacting level of service, we are looking for a Director, Advanced Sales - Northern Alberta to join our Edmonton office.
s - Northern Alberta
In this role, you will be responsible for growing the business with the objective of increasing production and promoting sales to support the achievement of the Broad Market and High Net Worth (HNW) regional sales plans.
You will be responsible for relationship management for key identified advisors with potential in the HNW market, and for case management for Broad Market advisors who have a HNW case.
You will also connect internally to the PPI Advisory team of experts and work collaboratively with the Vice-President, Advanced Sales - PPI Advisory on cases as required.
You will connect resources, tools and education to enhance the Advisors’ professional success and work in collaboration with your counterparts in Broad Market and HNW sales teams.
Develop and maintain relationships with a small, select group of key, consistently high production Advisors
Provide customized solutions for key Advisors, including HNW cases, understanding the needs of the Advisor and their clients
Collaborate with the rest of the sales team, specifically Vice-President, Advanced Sales and Director, Sales colleagues
Foster effective working relationships with support contacts at carriers, etc., including advanced tax and estate experts, if applicable
Provide education to Advisors and Sales teams on spotting HNW opportunities
Job Knowledge / Work Experience :
8 years of experience in industry
Previous insurance sales experience
Deep understanding of HNW market
Deep understanding of family and business insurance landscape, product and concept knowledge
Clear understanding of relevant PPI tools and resources
Clear and effective communicator including verbal, written and presentation skills
Organized with proven ability to focus on primary tasks
Adaptable with the flexibility to react quickly to Advisors’ needs
Education, Certifications or Licenses :
CFP & CLU designations (or working towards)
TEP, FEA desired (or working towards)
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.