Department: Greatway
Location: Toronto
Here's the job opportunity...This position is a new vacancy.
The Distribution Account Manager is responsible for the strategic development of account relationships with ivari to optimize opportunities within accounts in achieving our revenue and expense objectives. Operating Nationally, this individual will be recognized as the primary face and liaison of ivari for the accounts they are assigned to both as it relates to Sales, facilitation with internal departments, internal/external communications as well as other B2B strategic initiatives.
You will:- Develop 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. This includes 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 Liason (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
What we are looking for...- A 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)
What we pay... $98,000-$132,000+ a competitive sales bonus target paid out on a quarterly basis.
Who you are...Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought, but valued. You know the importance of, and live by, our core values of...
- Bringing clarity and focus to your work
- Taking ownership and doing what you say you will
- Remaining flexible
- Collaborating with others
Does this sound like you? We're looking for great people to join our team!
