PPI company overview:

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent Advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance Advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment.  This role is eligible for working from home up to 3 days per week. 

For more information about PPI visit: www.ppi.ca

Regional Vice-President, Sales - Ontario

In this role you will be responsible for leading the regional Broad Market sales team to meet or exceed the sales revenue and manage sales expenses. You will lead the execution of regional direction for sales, case and practice management, removing barriers to resolve issues, and enhancing the experience for productive Advisors. You will be responsible for relationship management and business development strategies for the top 10-15 Advisors and relationship management for carrier wholesaler teams. You will work in collaboration with the High Net Worth (HNW), Wealth and Strategic Relationships sales teams and provide coaching and development to regional sales team members.

Key Responsibilities:

• Achieve the regions’ sales plan:

  • Assist in developing of national strategic sales plans and tactics based on company goals promoting sales growth and Advisor satisfaction

  • Participate in the budgeting process for establishing revenue targets for region in collaboration with Vice-President, Broad Market Sales

• Working closely with the Director, Strategic Growth, accountable for the overall recruitment targets of the region

• Advisor advocacy activities – dispute resolution, exceptions, escalations etc.

• Primary relationship manager for the top 10 - 15 Advisors in the region and channel – highly productive Advisor relationships

• Collaborate with wholesaling teams to ensure region is receiving support from our carriers

• Participate in high value Advisor events to build and maintain relationships in region

• Oversee the implementation of effective Advisor training and development programs within the region

• Manage Advisor debt within region

• Supervise Advisors aligned to the RVP role (where required re: compliance) – complete tier 1 supervision activities as required

• Participate in community/industry engagements

• Actively participate in community events to promote the PPI Advisor experience

• Represent PPI at local industry events such as; ADVOCIS, FPSC etc.

• Provide leadership, coaching, guidance and feedback to develop the skills and performance of the sales team; identify and address sales team training needs implement and monitor development plans

• Establish performance standards/plans for each sales team member annually and regularly evaluate performance of sales team member

Job Knowledge / Work Experience:

• Minimum of ten (10) years sales experience

• Insurance and investments sales and advanced product knowledge/experience

• Strong understanding of financial services industry and regulatory environment

Competencies Required:

• Strategic planning and execution

• Sales leadership development including coaching and mentoring of sales teams

• Build and foster relationships (with highly productive Advisors and all stakeholders)

• Industry and brand ambassador

• Business Acumen

• Results driven with a sense of urgency

• Proactive and resourceful

• Networking ability

• Effective communication, presentation skills

• Advisor Solution “triage” (problem solving and the ability to bring the right people/partners to the table to deliver on Advisor needs)

• Ability to adapt to a continuously change in the environment and industry

Education, Certifications or Licenses:

• College Diploma, University degree, or equivalent experience

• CFP, CLM, CHS, CLU designation(s) is an asset

• LLQP licensed in relevant province(s)

We thank all applicants for applying, however, only those selected for an interview will be contacted.  Your resume may be used for other vacancies.