Department: Greatway
Reporting to: Managing Director, Greatway
Location: Greater Toronto Area
Welcome to ivari
Let us introduce ourselves. With 300 employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.
At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.
Here’s the job opportunity…
This position is a new vacancy.
Through a consultative selling approach, in a specific territory and working closely with your fellow sales team members, you will achieve planned objectives. This role will be responsible for working closely with our advisors within the Greatway Financial Distribution Channel in the Ontario region.
You will…
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Work closely with the Sales VP, Managing Director and Account Management team to develop annual sales plans consistent with regional Greatway sales plan for life and critical illness products
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Assist in keeping Greatway offices, within your assigned territory, up to date on advisor’s business planning, training and follow up activity
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Increase sales productivity of targeted advisor groups
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Ensure business plans leverage all related ivari electronic processing tools and programs
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Conduct select presentations on products, programs and practice management tools
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Regularly network within regional branch offices to grow advisor base through identifying new prospects
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Participate in select Professional Development (PD) days.
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Implement and sustain a call rotation and activity level which allows you to focus on our key advisors while still supporting the different Greatway offices and staff
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Work closely with Inside Sales Associates to ensure distributor and advisor sales and support needs are met
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Develop and maintain industry knowledge and awareness of the needs of middle market advisors
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You will work virtually out of your home base in Toronto (or vicinity)
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Considerable travel will be required, mostly within the prescribed territory
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Be prepared to represent ivari at various events after normal business hours including evenings and weekends
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Document all sales activity and expenses in Salesforce
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Develop an ‘appropriate’ work/life balance
What we are looking for…
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A university graduate or equivalent work experience
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A minimum 5+ year’s financial services experience in the Individual Insurance Products industry with particular strength in the universal life marketplace
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Integral knowledge of the Canadian life insurance industry
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Proven ability to seek and identify new business opportunities with a focus on the middle market
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Proven ability to build on existing business
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Proven ability to develop and build on relationships with advisors
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Having sound knowledge of middle market competition
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Ability to anticipate needs and challenges of targeted advisors and understand full scope of their individual businesses
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You have excellent communication and presentation skills
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Sound compliance management
What we pay…
$98,000 - $132,000 + a competitive sales bonus target paid out on a quarterly basis.
What's in it for you…
At ivari, it's important for us to keep our people motivated, recognized, and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.
We also offer health and dental benefits for the entire family from Day 1! But that’s just the beginning. When you join the ivari team you also get…
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A fantastic vacation plan and time off
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A pension plan with 100% match by ivari
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Employee savings plan with 75% match to help you save even more
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Flexible and hybrid work arrangements
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Opportunities for professional development
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Recognition programs to cheer you on, motivate and reward
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Wellness programs to keep you healthy and happy
Who you are…
Someone who enjoys a culture where everyone is genuinely respectful, and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of…
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Bringing clarity and focus to your work
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Taking ownership and doing what you say you will
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Remaining flexible
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Collaborating with others
Does this sound like you? We’re looking for great people to join our team!
Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.
A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email
[email protected]