Ppi Advisor Relationship Director
iA Financial Group (Industrial Alliance)
Lead advisor growth for PPI across Eastern Ontario and Gatineau, connecting independent insurance advisors with tools, education, and support.As Director, Business Development, you will help PPI increase Mass Market production while promoting its value proposition to advisors. You will provide relationship management, sales case support, and practice management for aligned advisors. Your work connects resources across PPI and supports advisor professional success.Key Responsibilities:
Connect advisors with PPI resources, tools, and educationRecord advisor activities and interactions in trackersProvide documentation and training supporting compliance standardsParticipate actively in industry eventsAttract selected advisors to PPI as their MGARequirements:
Eight or more years of industry experienceKnowledge of family and business insurance productsUnderstanding of PPI tools and resourcesLife licensed with CFP or CLU designation, or pursuing oneOrganized, adaptable, and focused on primary tasksApply advisor support, insurance knowledge, and business development capabilities to strengthen PPI relationships and growth in the assigned territory.
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Connect advisors with PPI resources, tools, and educationRecord advisor activities and interactions in trackersProvide documentation and training supporting compliance standardsParticipate actively in industry eventsAttract selected advisors to PPI as their MGARequirements:
Eight or more years of industry experienceKnowledge of family and business insurance productsUnderstanding of PPI tools and resourcesLife licensed with CFP or CLU designation, or pursuing oneOrganized, adaptable, and focused on primary tasksApply advisor support, insurance knowledge, and business development capabilities to strengthen PPI relationships and growth in the assigned territory.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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