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About the Role
As a Sales Director, Investments (External Wholesaler), you will play a key role in building effective relationships with Independent Financial Advisors in the MGA channel and leading sales development activities in Ontario to increase our market share. This position requires frequent travel within the province of Ontario, and the selected candidate will work from a home office.
Responsibilities
- Act as an advisor to Independent Financial Advisors and deliver training on iA segregated funds, GICs, HISA, sales concepts and software, both in person and virtually.
- Work to achieve or exceed the sales objectives set by management.
- Build new relationships and develop existing relationships to their full potential.
- Develop and implement a marketing plan for the region to achieve growth objectives.
- Leverage in-depth knowledge of products and the investment industry, along with interpersonal skills, to increase sales and retain assets.
- Create and revise presentations using PowerPoint.
- Respond to inquiries by telephone, email, written correspondence or in person in a timely and professional manner.
- Attend planned conferences, road shows, presentations and organized events during the day and evening, as required.
Requirements
- Strong presentation and public speaking skills, with the ability to clearly communicate value propositions and influence diverse audiences.
- Excellent interpersonal abilities and ability to build and maintain effective relationships with a wide variety of advisors and business partners.
- Strong organizational and planning skills, with the ability to manage competing priorities and meet tight deadlines in a dynamic environment.
- Recognized for leadership and ability to influence and motivate others while delegating effectively when needed.
- Approximately 5 years of relevant sales experience, preferably within an insurance company, mutual fund firm or financial institution.
- Solid investment knowledge.
- Thrives both independently and in a team environment, consistently demonstrating autonomy, accountability and collaboration.
- Bilingualism or proficiency in an additional language is a strong asset.
Skills
- Sales development
- Relationship building
- Presentation skills
- Public speaking
- Interpersonal skills
- Organizational skills
- Planning skills
- Leadership
- Investment knowledge
- PowerPoint
Location
- Ontario
- Toronto
Work Type
- Home office
- Frequent travel
Experience Level
- Approximately 5 years of relevant sales experience
Education Level
- Bachelor’s degree
- CSC, CIM, LLQP or another professional designation considered a strong asset
Salary/Compensations
- Between $134,795 and $176,918 CAD per year
Benefits
- Annual bonus based on sales objectives
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program, wellness days, and personal development days
- Telemedicine services
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
About the Company
- iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
- Earned the trust of over four million clients and 25,000 advisors.
- Offers insurance, savings, and wealth management.
- Over $200 billion in assets and half a billion invested in technological innovation.
- A key player in the financial services industry in Canada and the United States.
- Believes in supporting employees and surrounding themselves with reputable leaders to continue to innovate.
- Invested in you, one person at a time.
Equal Opportunity
- At iA Financial Group, we support and celebrate diversity.
- We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
- If you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.