Collaborate with Analytics to close data gaps, analyze results, provide feedback, and recommend improvements
Build a client- and sales-centric atmosphere focused on retention and loyalty
Maintain advisor and financial planner understanding of wealth, life, and health benefits products and market trends
Build relationships with Individual Distribution, Dealer leaders, and compliance partners
Drive advisor development, sales activity, productivity, progression, and conversion objectives
Identify team strengths and gaps and develop capability and skills
Represent team change requirements and advocate for timely training and process improvements
Requirements
8+ years of sales leadership experience
Strong knowledge and understanding of Distribution, Insurance and Wealth business
Demonstrated ability to coach, develop and manage advisors in a performance-driven sales environment
Excellent interpersonal skills and ability to collaborate across all levels of the organization
Ability to work effectively in a complex, matrixed environment
Strong partnerships across distribution, recruiting, learning, operations, compliance, and other cross-functional teams
Strong analytical, organizational, and presentation skills
Ability to translate data into insights and recommendations
Excellent written and verbal communication skills
Flexibility and ability to adapt to a frequently changing regulatory environment
Relationship-building skills with key external and internal business partners
Strong sales and service orientation
Knowledge and experience of industry compliance standards and practices
Licensing requirements listed as preferred, not required: successful completion of the Canadian Securities Course (CSC) or IFIC; Life, Accident and Sickness licensed; MFDA Branch Manager status, including successful completion of the Branch Manager’s Course and minimum 2 years relevant experience
Benefits
Flexible benefits package that adapts to your life from day one
Pension, Stock and Savings programs
Fitness and Wellness programs
Personal growth and career development opportunities
Positive, dynamic, and collaborative work environment
Flexible work from both the office and virtually based on business, client, and employee needs
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