Sales Director (Hybrid with Expected Travel)

at  Financial Horizons Group

Markham, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate24 Jun, 2024Not Specified28 Mar, 20245 year(s) or aboveProduct Knowledge,Clu,Mandarin,Excel,OutlookNoNo
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Description:

Were you born to achieve sales targets? Is advisor support something you do in your sleep? Have you relished the opportunity to be an industry and brand ambassador?
Were those easy questions? Then you may be our next Sales Director at the FH family of companies! Sound exciting? Keep reading!

WHAT QUALIFICATIONS ARE REQUIRED?

  • CFP, CLM, CHS, CLU designation(s) is an asset
  • LLQP license required
  • Mutual Funds license is an asset
  • College Diploma, University degree, or equivalent experienceCantonese and/or Mandarin is an asset
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WHAT SHOULD YOUR EXPERIENCE LOOK LIKE?

  • 5 years industry experience
  • Demonstrated sales leadership experience
  • Insurance and investments sales and basic product knowledge/experienceProven experience with Microsoft programs such as Word, Excel, Power Point, and Outlook
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Responsibilities:

  • 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 requiredOversee the onboarding of new advisors
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REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Marketing/Advertising/Sales

Sales / BD

Sales Management

Graduate

Is an asset

Proficient

1

Markham, ON, Canada