ResponsibilitiesReporting to the National Vice President, Business Development and Marketing, Individual Insurance and Investment, the successful candidate's primary objective will be to develop the Individual Insurance and Investment business lines, principally in the specific territories assigned.
Tasks- Develop and grow new business relationships, primarily in assigned territories;
- Develop in-depth knowledge and promotion of individual life insurance, living benefits and investment products;
- Ensure that annual sales targets and persistency requirements are met;
- Maintain and follow performance indicators to evaluate possible improvements;
- Develop and maintain a broad level of knowledge of UV Insurance technology tools available to partners;
- Act as a resource person for the team to support them in more complex analysis projects;
- Develop and customize sales concepts related to the target market;
- Drive adoption of company products and services among advisors and general agents;
- Coordinate and conduct a set number of one-on-one or group meetings with advisors and general agents;
- Develop, explain and personalize sales concepts and respond effectively to requests for information about our products;
- Engage high-potential advisors to establish new business relationships;
- Work closely with the Inside Sales Team and peers to support coordinated business development in a collaborative environment;
- Design, organize and conduct training sessions on our products, sales concepts and various company software;
- Assist advisors in the resolution of complex cases and in developing their business;
- Actively participate in promotional events;
- Represent UV Insurance in social or business activities organized by general agents, advisors or partners;
- Participate in the development, implementation and execution of activities necessary for achieving objectives;
- Participate in the development of positioning strategies for our insurance and investment products;
- Gather information from advisors and the network to improve the competitiveness and marketing of our products;
- Support team collaboration through active meeting participation;
- Contribute to change management efforts involving digital transformation, new product integration, and market development;
- Collaborate with the Privacy Officer in the implementation of security measures, policies, and other frameworks related to the protection of personal information;
- Ensure that security measures, policies, and other frameworks related to the protection of personal information are read, understood, and applied by the team;
- All other related tasks.
Education- Bachelor's degree in business administration, finance, actuarial science or other related disciplines is an asset;
- Licence to practice as a financial security advisor in life and health insurance is an asset or will be required as part of his/her duties.
Experience- A minimum of 3 to 5 years of experience in individual insurance and investment-retirement, specifically in business development;
- Significant experience in building strong business relationships with general agents and advisors is essential.
Skills, competencies or qualifications required- Excellent knowledge of insurance and investment products;
- Strong aptitude for:
- Developing new business relationships
- communication and interpersonal relations
- technological innovations aimed at developing emerging markets
- analysis and problem resolution
- Bilingualism an asset (English and French), both spoken and written;
- Self-driven with a commitment to surpassing goals;
- Available to travel frequently;
- Strong planning and organizational abilities with a high degree of autonomy;
- Driven by client success and performance results;
- Proficiency in MS Office suite and major sales software.
Particularities and Benefits- Flexible working hours of 35 hours per week, during the day;
- Group insurance;
- Remote working possible;
- Complimentary coffee;
- Preferred rates on insurance products;
- Full gym and group classes offered;
- Continuous training encouraged;
- Generous annual vacation policy;
- Personal days;
- Defined benefit pension plan;
- Health and wellness program;
- Certified as a Standard Healthy enterprise.
This job description is not a definitive description. Any other tasks may be requested depending on the needs of the company.
