Are you a natural sales leader? Do you have vast experience in developing, implementing, and supporting strategic sales plans? Is fostering and building long-term working relationships with advisors something that comes naturally to you? Would you love the opportunity to lead, coach and develop a talented sales team?

Have you answered ‘yes’ to all of these questions? If so, then you may be the VP of Sales that we've been looking for! Read more to see if this role is right for you.

What will you be doing in this role?
Develop and execute on strategic sales plans and tactics based on company goals promoting sales growth and advisor satisfaction
Oversee the execution and achievement of the region’s strategic direction and sales plan – oversee quarterly branch sales reviews
Top tier advisor recruitment
Build and foster key relationships with our top advisors
Ensure delivery of advisor business development activity (e.g. developing advisor focused solutions and business plans; coaching, mentoring, and practice management activities)
Participate in the budgeting process for establishing revenue targets for the region
Collaborate with wholesaling teams to ensure branches are receiving support from our partner companies
Participate in high value advisor events to build and maintain relationships as requested
Oversee the implementation of effective advisor training and development programs across the region
Oversee and support branch advisor recruitment plans
Provide leadership, coaching, guidance and feedback to develop the skills and performance of the sales team; identify and address employee training needs
Provide support and development to the sales team ensuring that branch/regional sales targets and goals are met
Establish performance standards/plans for each employee annually and regularly evaluate performance of staff
Collaborate with carrier partners to execute on reward and recognition programs
Community/industry engagement
Actively participate in community events to promote the FH brand and value proposition
Represent FH at industry events such as; CALU, ADVOCIS etc.
Act as an advocate for advisors including dispute resolution, exceptions, carrier escalations etc.

What qualifications are required?
CFP, CLM, CHS, CLU designation(s) is an asset

LLQP license required
Mutual Funds license is an asset
College Diploma, University degree, or equivalent experience

What competencies are required?
Results driven
Strategic
Innovative
Relationship builder
Interpersonal skills
Problem solving skills
Client and service focused
Adaptability
Presentation skills
Communication skills - verbal and written
Positive team player

What should your experience look like?
10 years industry experience
Demonstrated sales leadership experience
Insurance and investments sales and basic product knowledge/experience
Strong understanding of financial services industry and regulatory environment
Leading a sales team through coaching and mentoring individuals
Technical abilities to create effective engaging content using multiple platforms and tools (i.e. Zoom, e-learning software, PowerPoint and more)

Benefits & Perks

As a member of the FH family you can expect a professional yet engaging, supportive and family like environment – our company started with 4 employees! An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

Excellent Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc.
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Market leading Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

Who are we?

Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the ‘Our Story’ section, but we’re trying to keep it short here. If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! :)%48777625% %%management%%

posted 30+ days ago