Business Development Manager

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  Represents the Insurance Sales business as an expert consultant in matters related to the insurance world, the credit industry, product, regulatory and advice on insurance sales product solutions.
• Creates customized solutions by providing advice to meet the customers financial objectives
• Cultivates strong advisor relationships and educates advisors and field management on the benefits of incorporating Insurance Sales Expertise into their book of business.
• Partners with advisor to grow their book of business and revenue through Insurance Sales and cross-selling opportunities.
• Deliver bottom line Insurance Sales growth by meeting and exceeding sales objectives
• Develops a strong working relationship with their Internal Support Associate
• Ensures adherence to the processes & procedures in place for the EQB Insurance Sales process
• Follows all compliance and regulatory guidelines to ensure risk is mitigated and controlled

The Work !

• Drive Sales Objectives (Deal and Sales Targets):
• Proactively builds 1:1 relationship with Advisors to educate them on the benefits of incorporating Insurance Sales into Advisor business
• Build out a yearly sales plan and approach to drive performance against deal & sales targets by:
• Participating in Monthly/Quarterly/Annual Campaigns to drive sales growth and activity and leverage marketing materials; ensure Advisor participation, log information in Dynamics etc.
• Expanding the referral network within a specific region to drive awareness of and sales growth in Insurance Sales
• Deliver industry leading advice and solutions to clients to help them fulfill their overall financial plan
• Help advisors identify opportunities in their book to help grow their business and revenue (future focus - focus on Advisor Segmentation plans)
• Create cross-sell opportunities by building and maintaining collaborative relationships with advisors, brokers and wholesaling partners
• Delivery of an exceptional client and advisor experience

• Host educational meetings with advisors to encourage referrals and provide information on Insurance Sales Products
• Host regular meetings with advisors
• Build strong relationship management with Internal Case Associate
• Focus on ensuring professional communication and adherence to service level agreements (this includes both external (advisors and clients) and internal (U/W, Internal Associate)
• Delivery of an exceptional client and advisor experience

• Adherence to processes and procedures that relate to the EQB Insurance Sales Process
• Efficiency scorecards (Future Focus)
• Dynamics Activity Management (meeting thresholds)
• Proper deal packaging
• Develop and maintain a compliant environment and adhere to all processes and procedures that relate to AML / ATF

Let's Talk About You !

• Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics;
• 3-5 years with prior sales / relationship management experience in the financial services industry, with familiarity in advisor practice management (Previous inside sales experience preferred)
• Successful completion of industry related courses such as CSC, IFIC, CFP, CIM, CFA (or working towards completion of industry related courses) is preferred
• Existing connections with financial advisors, investment advisors, and financial planners.
• Strong written and verbal skills. Bilingual: French and English is desirable
• Proficient on Microsoft Office – Word, Excel, and Power Point
• Self-directed and highly organized individual who can multi-task
• Mature, confident, personable, professional presence
• Strong presentation skills with a wide range of audiences