Regional Vice-President, Business Development - AB
Core
Leading regional mass market business development to meet business plans by managing top advisor relationships and wholesaler teams.
Role type
Senior leadership IC business development manager (insurance)
Builds
Sales growth and advisor satisfaction for independent insurance advisors
Domain
Canadian financial services / insurance marketing
Deliverable
client delivery
Required skills
Strategic planning, sales leadership development, relationship management, business acumen (MGA model), recruitment, regulatory compliance, advisor training, dispute resolution
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 10-15 advisor relationships, oversee advisor recruitment and debt management, represent PPI at industry events, lead ESG initiatives
Seniority
Senior, hands-on IC with leadership scope