Required skills: What do you need to succeed?
· Business acumen, product knowledge (insurance and wealth) and an understanding of the market, competition and industry.
· Strong sales management and business development skills.
· Strong prospecting and recruitment skills.
· Strong mentoring, coaching, performance management and influencing skills.
· Problem solving, analytical and decision-making skills.
· Strong communication (presentation, written and verbal) and relationship building skills.
· Ability to support an advisor in defining and accessing their target market.
· Previous experience leading sales teams.
· Forward thinking, goal-oriented with focus on achieving targets.
· Strong working knowledge of the regulatory environment.
· Ability to manage a successful performance management process in a sales culture.
· Committed to ongoing personal and professional development.
Qualification and educational requirements:
· Minimum 2 years of related experience within the financial services industry.
· Must hold a valid Life Insurance Agent’s license in the province your District is located.
· Must hold a valid Mutual Fund license or obtain it within the first 90 days.
· Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission, within the first 6 months in the role.
· Must be in good standing with applicable regulators.
· Proficient with various technologies – i.e., Salesforce.com, Financial Planning software, Microsoft applications.