Department: Brokerage

Location: Toronto

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.

ivari is part of Sagicor Financial Corporation, a leading financial services provider with over 185 years of history operating across the Caribbean, US, and Canada. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.

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 an existing vacancy.

The Distribution Account Manager is responsible for the strategic development of account relationships with ivari to optimize opportunities within accounts in achieving our revenue and expense objectives. Operating Nationally, this individual will be recognized as the primary face and liaison of ivari for the accounts they are assigned to both as it relates to Sales, facilitation with internal departments, internal/external communications as well as other B2B strategic initiatives.

You will:

• Develop and execute the Brokerage distributor plan, identifying more profitable opportunities and developing action plans with sales and other area management
• Annually plan, recommend, implement and champion account sales plans/tactics for and with distributors
• Develop and implement an account management process that outlines ivari sales and other support required. This includes event participation, budget allocation and contact rotation of all ivari personnel
• Oversee Marketing Allowance allocation & ongoing management
• Manage distributor relationship mapping between distributors and the company to improve beyond the sales level
• Assist with overall Brokerage Strategy implementation to stabilise and grow results
• Collaborate inter-departmentally with ivari Web, Operations, Underwriting, Marketing, and Advisor Experience teams on various projects, communications, and value-add solutions
• Ensure distributors fully aware of ivari key contact and appropriate department information
• Proactively review sales practices including paid to written ratio, Lapsation, Persistency, HI-Lo, advisor debts, compliance related investigations and overall market conduct
• Represent sales, distribution partners and advisors at various internal department projects and committees
• Work closely with compliance to identify any potential risks with the accounts as well as document processes and communicate with the assigned accounts for future compliance

What we are looking for…

• A university graduate or equivalent work experience
• Minimum of 7 years individual life insurance, and related product distribution experience
• Integral knowledge of the Canadian life insurance middle market advisor
• Proven ability to seek and identify new business opportunities with a focus on the middle market
• Proven ability to build on existing business
• Proven ability to develop and build on relationships with advisors/distributors
• Career accomplishments should include consistent attainment of revenue and growth goals, and consistent recognition as a top performer relative to peers
• Ability to forecast trends, which will drive distribution changes
• Business acumen and entrepreneurial spirit
• Excellent communication and presentation skills
• Sound compliance management
• Life licensed (preferred)
• Mutual fund licensed (an asset)
• CSC (an asset)
• Bilingual (English/French) is considered an asset

What we pay…

$98,000-$132,000 + a competitive sales bonus target paid out on a quarterly basis.

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…

• Bringing clarity and focus to your work
• Taking ownership and doing what you say you will
• Remaining flexible
• 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.

To apply, please email your resume to: human.resources@ivari.ca

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 emailhuman.resources@ivari.ca.

** ivari does not utilize AI in our recruitment process to screen, select, or assess applicants