Managing Director, Advanced Advisor Practices

Waterloo - Canada

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from you. Our culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive outcomes. The Managing Director Advanced Advisor Practice is a critical sales role within our Individual Insurance this role you will be responsible for business development and account management for a select group of High Net Worth individual advisors and firms. This will include providing educational presentations case consultation sales strategies product and marketing support to drive sales for the Individual Insurance division of Equitable. You will act as a concierge or bridge between these firms and Equitable HO. This role will have a focus in the Independent Advisor one of the regions top employers and be part of something that truly makes a Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo ON or another assigned location within the Waterloo Region on an as needed basis. Sales related roles may be required to travel based on the youll do:Develop and maintain strong relationships with insurance focused or exceed sales targets and the number of productive advisor relationships for the Individual Insurance Product Line (Universal Life Whole Life Term and CI)Build and manage relationships with producers through 1 on 1 meetings seminars and case consultationjoint field work sales proposal design and point of sale assistance as requiredDeliver presentations to small and large groups of Advisors and youll bring:Demonstrated depth in Advance market experience and expectationsExcellent understanding of large case complexities and the unique and special needs of these advisors and firmsProven relationship management expertise in the HNW space Ability to work independently and as part of a larger teamPost-secondary education and/or applicable professional designation (i.e. CFP CLU CHFC TEP)Minimum 5 years of Insurance industry sales experience with experience in marketing to Insurance Specialists and Independent Advisors working in a high net worth market Previous sales and sales management experience requiredValid drivers license and well-maintained vehicle requiredExcellent negotiation skillsSuperior time management and organizational skillsHighly developed interpersonal analytical skillsFacilitation and presentation (written and oral) skillsProficiency using various office-based software including PowerPoint Outlook Word and ExcelWhats in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Competitive sales incentive program car allowance work travel expense program annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at Were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible for a sales incentive program plus a wide range of competitive youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: National Distributor & Industry Engagement Vice PresidentDepartment: Individual Sales Term: Permanent Full-TimeLocation:National

Required Experience:

Director

Required Experience:

Director