Advisor Relationship Director Ppi Management

Build strategic advisor relationships for PPI Management Inc. across Eastern Ontario and Gatineau, supporting insurance production, practice management, and sales. The role serves independent advisors.As Director, Business Development, you will foster reliance and partnership by understanding advisors’ knowledge, objectives, and business priorities. You will support succession, marketing, prospecting, compliance, and practice management while coordinating internal resources. The role requires collaboration with PPI’s DAS, Investments, Wholesalers, High Net Worth, Wealth, and Strategic Relationships teams. You will also promote PPI’s value proposition through industry events and provide advisor education and training.Key Responsibilities:
Increase production among primary aligned advisorsRecord advisor interactions in Activity TrackersUpdate recruitment records and advisor informationMaintain compliance through documentation and trainingFoster internal and external PPI relationshipsRequirements:
Life licensed with CFP or CLU designationEight or more years of industry experienceFamily and business insurance product knowledgeEffective verbal, written, and presentation skillsFlexibility to respond quickly to advisor needsApply advisor relationship management, insurance knowledge, and practice support skills to advance PPI’s regional business development plan.
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