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SalaryIs your definition of success driven by the quality of support you provide others? Are you a brand ambassador that actively builds and fosters relationships? Do you have a knack for generating leads and pursuing sales growth? Is advisor support something you were born to do?
If those were all 'yeses', then you may be our next Business Development Consultant - Market Access Program (BDC MAP) at the FH family of companies! Sound exciting? Keep reading!
Note: This role is supported by a remote work arrangement where the individual can work from home anywhere across Ontario.
What will you be doing in this role?
- Build and maintain relationships with MAP advisors in order to deliver effective ongoing support
- Build relationships with Canada Life Advisor Solutions Directors/Managers in the region
- Ensure successful and efficient onboarding of new MAP advisors including orientation to FH processes, procedures, key contacts etc.
- Complete quotes/illustrations for advisors, as required
- Case consultations, triage to specialists when required
- Provide training support to MAP advisors and their teams on various tools and technology (WealthServ, Conquest, BSA, commissions, carrier websites, reporting, etc.)
- Provide carrier product & illustration training, complete illustrations as required for MAP advisors
- Support educational events as required/Run training for MAP
- Facilitate training of their respective advisors so they are able to run/produce their own illustrations and/or quotes
- Provide advisor triage support and troubleshooting to various departments
- Communicate effectively with colleagues, insurance carriers, and advisors
- Partner and pair advisors with FH value proposition and teams
Other
- Use Salesforce to track activities, maintain KYA for aligned advisors, create/maintain an advisor pipeline
- Accountable for advisor debt management, escalate as required
- Provide tier one support for advisors working in collaboration with the compliance team
What qualifications are required?
- College Diploma, University degree, or equivalent experience
- LLQP license required
- Mutual Funds license is an asset
What competencies are required?
- Results driven with a sense of urgency
- Problem solving skills
- Planning and organizational abilities
- Proactive and resourceful
- Relationship building
- Communication and presentation skills
- Adaptability
What should your experience look like?
- Minimum of 3 years of progressive experience in the insurance and financial services industry
- Elevated knowledge of key permanent insurance concepts using the mass affluent/HNW market
- Maintain industry and product knowledge, keeping abreast of changes Proven experience with Microsoft programs such as Word, Excel, Power Point, and Outlook
Benefits & Perks
As a member of the FH family you can expect a professional yet engaging, supportive and family like environment – our company started with 4 employees! An organization that lives and breathes its DRIVER values.
These are some of the benefits we provide:
- 3 weeks of paid vacation
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc…
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?
Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the ‘Our Story’ section of our website, but we’re trying to keep it short here. If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! :)
