Sales Director, WFG ON
Department: WFG
Location: Greater Toronto Area
Here's the job opportunity...This position is a new vacancy.
Working closely with the World Financial Group (WFG) Distribution sales management team, you will be responsible for strategic business development exclusively within the WFG distribution sales channel for Ontario. You will target business development opportunities within this distributor and identify and manage revenue generation and sustain profitable growth.
You will...- Identify and manage targeted advisors and qualified prospects within the defined sales territory
- Work closely with WFG sales management team to develop annual sales plans for targeted advisors consistent with regional WFG sales plan
- Increase the sales productivity of the targeted advisor group
- Assist advisors to design solutions through training for a variety of concepts
- Build and grow advisor relationships with a goal of delivering value add to the customer
- Maintain client contact on an established or regular basis
- Regularly network within the WFG branch offices to grow advisor base through identifying new prospects
- Initiate, develop and maintain effective relationships with key internal business partners
- Regularly liaise with head office managers on all matters relating to the account
- Develop and maintain life, mutual fund and securities industry knowledge and awareness
- Individual networking through associations and external sales peer groups
- Ongoing professional development and through selected education programs and publications
- You will be expected to travel extensively
- Be prepared to represent ivari at various WFG events after normal business hours, and many weekends
- Regularly attend WFG regional and /or national sales conventions
What we are looking for...- A university degree or equivalent work experience required
- Integral knowledge of the Canadian life insurance and wealth management market
- Minimum of 5 years' wholesaling experience in the individual insurance products industry, with particular strength in the universal life marketplace
- Proven ability to seek and identify new business opportunities, including advanced casework
- Proven ability to build on existing business
- Ability to develop and build relationships with advisors
- Sound knowledge of market competition
- Ability to forecast needs of producers/advisors and understand the full scope of their individual businesses
- Previous use of Salesforce is an asset
- Life license preferred but not required
- Sound knowledge of the WFG distribution network preferred
- Excellent communicator and presenter
What we pay...$98,000 - $132,000 + a competitive sales bonus target paid out on a quarterly basis.
What's in it for you...At ivari, it's important for us to keep our people motivated, recognized, and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.
We also offer health and dental benefits for the entire family from Day 1! But that's just the beginning. When you join the ivari team you also get...
- A fantastic vacation plan and time off
- A pension plan with 100% match by ivari
- Employee savings plan with 75% match to help you save even more
- Flexible and hybrid work arrangements
- Opportunities for professional development
- Recognition programs to cheer you on, motivate and reward
- Wellness programs to keep you healthy and happy
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!
