Sales Director (Hybrid with Expected Travel)
Financial Horizons
- Markham, ON
- Permanent
- Full-time
- This role is supported by a hybrid work arrangement with some travel as required
- Achieve sales revenue targets
- Attract, recruit & select the right/productive advisors
- Build and foster relationships with key advisors
- Proactively support advisors and advisor firms develop their business through in-depth sales, marketing, and business solutions that focus on their objectives
- Complete advisor needs triage - act as a liaison to services
- Provide illustration and quote support for their respective advisors as required/when needed
- Share accountability for the management of advisor debt for assigned branches
- Represent and promote FH by attending various sales conferences and industry events, contributing on social media, participate at advisor tables
- Be an industry and brand ambassador
- Participate in the delivery of educational events and planning as required
- Oversee the onboarding of new advisors
- 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
- Cantonese and/or Mandarin is an asset
- Strategic
- Ability to network
- Results driven
- Ability to negotiate and influence
- Knowledge of local market conditions (including competitor activities)
- Business acumen
- Proactive and resourceful
- Communication skills - oral and written
- Adaptable
- 5 years industry experience
- Demonstrated sales leadership experience
- Insurance and investments sales and basic product knowledge/experience
- Proven experience with Microsoft programs such as Word, Excel, Power Point, and Outlook
- 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
- 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