Business Development Director - Investments

As Business Development Director - Investments , the individual is responsible for achieving the sales objectives for individual and group savings products in their territory.

In this role, the Business Development Director must maintain strong business relationships with brokers and general agents, in addition to having a strong customer focus.

In addition to a thorough knowledge of individual investment products, the candidate must be a dynamic and enthusiastic individual with strong problem-solving skills.

They will play a key role in the sales and marketing team in addition to representing Assumption Life to the general agents and brokers.

Responsibilities

• Meet or exceed goals on sales calls, appointments, meetings, and sales targets.
• Implement a long-term sales development strategy for the line of business.
• Maintain and develop relationships with our distributors, who are our MGAs and our advisors.
• Implement a sale and retention strategy with our distributors. This strategy will include appointments to discuss their needs, make presentations to advisors, etc.
• Produce weekly sales reports.
• Proactively contact existing advisors to educate them on Assumption's products and how they can use the product line to grow their business.
• Seek out new advisors and distribution opportunities.
• Provide support to advisors in terms of business development and to add value to our distribution networks.
• Participate in promotional events as an ambassador of Assumption Life.

Qualifications

• University degree in business or in a related discipline.
• Strong knowledge of the brokerage and general agent market in Ontario is a strong asset.
• Minimum of five years experience in the financial services industry, preferably in brokerage.
• Minimum of three years experience in selling financial products.
• Strong computer skills (MS Office).
• Superior skills in oral and written communication in English. A knowledge (oral and / or written communication) of French would be an asset.
• Sales, negotiation, and networking skills.
• Excellent interpersonal skills.
• Positive attitude and a strong work ethic.
• Ability to develop and facilitate presentations and workshops.
• Creativity and resourcefulness to identify new opportunities and establish rapid growth.
• Organizational, time management, and problem-solving skills.
• Experience with social media (LinkedIn, Facebook, Twitter, Instagram, YouTube, etc.) considered an asset.
• CIM, FCSI, CFA, CFP or other industry designations would be assets.

If this challenge matches your career aspirations and you would like to play a key role in the exciting development of our company, please apply no later than September 2, 2024.

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