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About the Role

The Senior Director, Advisory Services is responsible for designing and executing robust sales and business development strategies to increase member engagement and insurance product sales across Ontario and Atlantic Canada. This role focuses on coaching direct reports and advisors on best practices, compliance, reporting, and advanced insurance, investment, and retirement sales concepts to expand the OMAI brand and deliver a differentiated member experience.

Responsibilities

Analyze and assign annual sales goals and revenue targets by reviewing data analytics on sales, revenue, and premium trends.
Oversee sales management through business plans that guide advisory events and outreach initiatives.
Plan and attend meetings with the advisory team to provide in-field sales support and guidance.
Design and present product knowledge sales training covering group, individual, living benefits, retirement, and pension concepts and sales strategies.
Establish and oversee member retention strategies.
Advance APEXA contracting process for new and existing advisors.
Participate in the development of products, and advisory marketing and communications.
Influence and direct team activities, including participating in the hiring process, performance evaluation, and coaching of direct reports.
Analyze KPIs for advisory services to increase and maintain positive advisor NPS scores and optimize operational processes.
Oversee equitable and optimal allocation of resources and maintain a high level of compliance, accuracy, and sales process consistency.
Stay up to date on compliance with all industry regulations and contractual obligations.
Review salesforce reporting and optimization, and compliance tracking related to CEs and licensing for the advisory team.
Develop new advisor tools in collaboration with the department trainer.
Collaborate on Financial Literacy initiatives as required.
Establish new internal and external partner relationships to advance business development opportunities.
Work closely with internal and external stakeholders to build and drive awareness of OMAI products and services and increase penetration rate within membership.
Work closely with business partners and key internal stakeholders to identify new opportunities for member engagement.
Respond to member complaints and escalations related to OMAI products and services.
Mentor direct reports and the advisor team in member resolution and act on opportunities for improvements to sales, sales strategy, delivery, processes, and communications.

Requirements

University Degree in business, marketing, or commerce.
Strong Insurance Planning and Retirement knowledge with strong business acumen.
Experience in Insurance, Investments, Retirement, Pension, and financial planning/insurance/estate planning.
Active LLQP (Life License Qualification Program) license is required.
CFP/CLU is an asset.
Business Acumen: People Management, Advisory Sales, Distribution Experience, Insurance, Investment, pension product knowledge, creation of business policies, procedures, insurance operational knowledge, Marketing knowledge, Sales process and Pipeline, Presentation building and training experience.
Must be able to work a minimum number of days in the Toronto office.

Skills

Sales
Business Development
Data Analytics
Sales Planning
Marketing
Coaching
Compliance
Reporting
Insurance
Investments
Retirement Planning
Financial Planning Software Illustration Tools
Member Retention
APEXA Contracting
Product Development
Marketing Communications
Hiring
Performance Evaluation
KPI Analysis
Operational Process Optimization
Resource Allocation
Salesforce Reporting
CE Compliance
Licensing
Advisor Tool Development
Financial Literacy
Partner Relationship Management
Stakeholder Collaboration
Member Engagement
Complaint Resolution
Mentoring

Location

Toronto

Work Type

Hybrid

Experience Level

Senior

Education Level

University Degree

Salary/Compensations

$131,725 - $148,190

Benefits

Pension plan
Bonus program
Exceptional group benefits package
Spending account
Robust wellness program
Paid professional development
Continuous in-house learning

About the Company

The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients.
OMA Insurance (OMAI) is a wholly owned subsidiary of the OMA, operating as a licensed life insurance agency and property and casualty insurance broker.
We provide a wide range of insurance and retirement solutions for physician members.
Recognized as a Greater Toronto’s Top Employers for six consecutive years.

Equal Opportunity

The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas.
In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.