Head of Insurance and Distribution

Job Description

JOB PURPOSE :

Reporting to the EVP, iA Wealth, the Head of Insurance Distribution Strategy and Partnerships will lead the development and execution of distribution strategies across iA Wealth and PPI.

This collaborative role aims to optimize distribution channels, enhance revenue growth, and foster strong partnerships within the financial services industry.

MAIN DUTIES & RESPONSIBILITIES :

Distribution Strategy Development :

Analyze market trends, advisor / client needs, and competitive landscape to formulate effective distribution strategies.

Identify growth opportunities and recommend channel enhancements.

Collaborate with cross-functional teams to align distribution efforts with business goals.

Channel Optimization :

Oversee distribution channels, including brokers, agents, and digital platforms.

Evaluate channel performance, identify bottlenecks, and propose improvements.

Implement innovative approaches to enhance customer experience and drive sales.

Insurance Expertise Integration :

Bring broad insurance subject matter expertise to the management of iA Wealth’s insurance line of business.

Develop and implement the strategic direction of the insurance business line, integrating insurance into the overall wealth management strategy of the firm.

National Strategy and Advisor Engagement :

Drive the national strategy and framework for insurance distribution and advisor engagement.

Collaborate with senior management and specialists to ensure advisors are equipped to position insurance effectively for their clients.

Collaboration with MGA Partner :

Work closely with our MGA partner to ensure advisors receive optimal support for their clients and business.

Facilitate a holistic wealth management experience by driving the HNW insurance offering at iA Wealth.

Sales Enablement and Training :

Work directly with advisors to maximize revenue growth in insurance sales.

Develop advisor training initiatives to enhance their insurance expertise.

Promotion and Visibility :

Collaborate with Investia and iA Private Wealth (iAPW) to promote sales and the insurance consultant program.

Be visible in promoting the insurance offering among our advisor base through regional meetings, road shows, and national conferences.

JOB REQUIREMENTS : Sales Experience

Sales Experience

Strong leadership, negotiation, and communication skills.

Ability to collaborate effectively across departments and with external partners.

Education & Qualifications :

Bachelor’s degree in business, Finance, or related field (Master’s preferred).

Life Insurance License (LLQP) is required.

Certified financial planner (CFP) is an asset.

Experience :

Minimum 8 years of experience in distribution, sales, or strategic partnerships within the financial services sector.

Specific skills & abilities or areas of knowledge :

Insurance Sales, Estate & Financial Planning, Sales Enablement.

Advanced knowledge of both French and English is required to communicate daily with external advisors across the country.

Specificities :

Occasional Travel for Business Meetings.

Hybrid working.

Location(s) : Quebec, Quebec

Other Possible Location(s) : Montreal, Quebec, Toronto, Ontario

Company : iA Financial Group

Posting End Date : 2024-09-24

Company Overview :

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.

The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion :

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.

Please note that 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.

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