29 Aug
|
Greatway]
|
Winnipeg
29 Aug
Greatway]
Winnipeg
OverviewDepartment: GreatwayLocation: TorontoResponsibilitiesDevelop and execute the Greatway distributor plan, identifying more profitable opportunities and developing action plans with sales and other area management.Annually plan, recommend, implement and champion account sales plans/tactics for and with distributors.Develop and implement an account management process that outlines ivari sales and other support required, including event participation, budget allocation and contact rotation of all ivari personnel.Oversee Marketing Allowance allocation & ongoing management.Manage distributor relationship mapping between distributors and the company to improve beyond the sales level.Assist with overall Greatway Strategy implementation to stabilize and grow results.Collaborate inter‐departmentally with ivari Web, Operations, Underwriting, Marketing, and Advisor Experience teams on various projects, communications, and value‐add solutions.Ensure distributors fully aware of ivari key contact and appropriate department information.Proactively review sales practices including paid to written ratio, Lapsation, Persistency, HI‑Lo, advisor debts, compliance related investigations and overall market conduct.Represent sales, distribution partners and advisors at various internal department projects and committees.Represent the Sales Business Unit for the Business Unit Compliance Liaison (BUCL)
committee and ensure business unit aligns with compliance and regulatory mandates and best practices.Work closely with compliance to identify any potential risks with the accounts as well as document processes and communicate with the assigned accounts for future compliance.QualificationsA university graduate or equivalent work experience.Minimum of 7 years individual life insurance, and related product distribution experience.Integral knowledge of the Canadian life insurance middle market advisor.Proven ability to seek and identify new business opportunities with a focus on the middle market.Proven ability to build on existing business.Proven ability to develop and build on relationships with advisors/distributors.Career accomplishments should include consistent attainment of revenue and growth goals, and consistent recognition as a top performer relative to peers.Ability to forecast trends, which will drive distribution changes.Business acumen and entrepreneurial spirit.Excellent communication and presentation skills.Sound compliance management.Life licensed (preferred).Mutual fund licensed (an asset).CSC (an asset).Compensation$98,000-$132,000+ with a competitive sales bonus target paid out on a quarterly basis.Who You AreBringing clarity and focus to your work.Taking ownership and doing what you say you will.Remaining versatile.Collaborating with others.EEO StatementOur commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.#J-18808-Ljbffr
📌 Distribution Account Manager - C$98,000 - C$132,000 A Year (Winnipeg)
🏢 Greatway]
📍 Winnipeg