Director, Strategic Growth

PPI company overview:

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

For more information about PPI visit: www.ppi.ca

Director, Strategic Growth

Working with the Regional Vice-President, you will identify, attract, select, recruit, and onboard productive Advisors with growth potential, primarily in the broad market. You will manage and develop referral sources and recruitment relationships within their community of Advisors, both in-person and through social media, and leverage regional sales team leads. You will actively manage the end-to-end recruiting process and oversee the Advisor onboarding experience for your assigned region. You will introduce potential recruits/Advisors to PPI’s internal teams, tools and resources that will help attract them to PPI.

Key Responsibilities

• Represent PPI at various industry events, increasing PPI’s visibility at these events through sponsorship, booths, presentations/speaking engagements

• Build a strong social media presence for the purpose of attracting potential Advisors

• Present PPI’s complete offering to potential Advisors

• Recruitment of quality Advisors who meet or exceed PPI standards

• Assist in coordinating the onboarding of newly recruited Advisors, ensuring they are connected to the proper teams and individuals for contracting and training

• Lead and engage the office and employees in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees

Education, Experience and Skills

• Minimum 8 years of experience in wholesale marketing and the sale of life insurance, living benefits and segregated funds

• Undergraduate degree in a business-related program

• Industry designations (CFP, CLU, CHS, etc.) are considered an asset

• Strong knowledge of Advisor network in local market

• Previous experience in Advisor recruitment

• Knowledge and understanding of PPI’s complete offering and value proposition to Advisors including: services, lines of business, products, Stratosphere tools, sales and marketing tools, education, Advisor Agreement and incentives such as Advantage and Advantage Plus

• Strong written and verbal communication skills

• Intermediate level of English required as incumbent will be leading the prospecting, recruiting, training, networking and relationship building with internal English-speaking colleagues, carriers and prospective advisors on a weekly basis at minimum

• Strong presentation skills

• Strong interpersonal and networking/relationship building skills

• Persistent, accountable, and approachable

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.