Regional Vice-President, Business Development - ON
Core
Leading regional mass market business development to grow insurance and segregated fund sales for independent advisors.
Role type
Senior regional sales leader (mass market insurance)
Builds
Sales growth and advisor satisfaction for independent insurance advisors
Domain
Canadian financial services (insurance, segregated funds)
Deliverable
client delivery
Required skills
Strategic planning, sales leadership, relationship management, regulatory compliance, recruitment, budgeting, performance management, carrier wholesaling coordination, dispute resolution, community engagement
Preferred skills
CFP, CIM, CHS, CLU designations, LLQP license
Technologies
Recruitment Tracker, Activity Tracker
Responsibilities
Develop regional strategic sales plans, coach and evaluate sales team performance, manage top advisor relationships, oversee advisor recruitment and training, represent PPI at industry events, handle advisor debt and escalations
Seniority
Senior, hands-on IC with leadership scope
