Senior Director, Insurance Programs and Services

Aviso Wealth:

If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Senior Director, Insurance Programs and Services to join our Insurance team.

This position will also lead the Insurance Sales team.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Supports the Credit Union Wealth senior leadership team on strategic matters and interacts with other lines of business and corporate divisions to develop a deep understanding of critical issues and manage high priority sales and strategic initiatives
• Manages and executes a partner, advisor and client focused strategic plan to accelerate business growth as part of the three-year business and operating plan
• Guide advisor development programs which include insurance planning and sales within mass market all the way to complex estate and business markets
• Prospect external partners for the insurance business and gain introductions for prospects through other division leaders in Aviso
• Establish and maintain strong business relationships with insurance companies, systems and software vendors, and manage a separate AGA relationship. Review and negotiate supplier contracts, including special requirements for our unique distribution model
• Manage marketing allowances, co-ordinate training and education delivery from insurance companies, including monthly webcasts. Handle communications relating to insurance strategy, including quarterly insurance success stories
• Lead a team regional insurance consultants in our National Account Managing General Agency (MGA). Work collaboratively with Regional Insurance Consultants (RICS) and the Insurance Business Development Manager to provide a full suite of MGA services to a growing number of insurance advisors
• Play a key role in delivering corporate insurance growth strategies by ensuring high service standards in the MGA back office, and by managing contracts and relationships with insurance suppliers and vendors

Requirements

Your experience and skills:

• University degree
• 12+ years of experience within the insurance industry
• Nominee eligible Insurance broker
• Life licensed within one or more jurisdictions across Canada
• In-depth knowledge and experience of life insurance agency operations, including National Account and MGA contracts, new business and policy service, agent contracting and policy transfers
• Ability to navigate through a complex, multi-level business environment to deliver results
• Ability to create value and capitalize on unrealized opportunities in the market
• Excellent written and oral communication skills, including understanding stakeholder needs and communicating credibly and effectively to your audience
• Critical thinker with ability to apply business expertise and logic to multiple situations
• Proven track record of building and maintaining strong relationships
• Demonstrates a history of enterprise level effectiveness with a track record of successfully executing key business initiatives
• Demonstrated ability to take a collaborative approach with a client centric philosophy
• Familiarity with insurance sales process and types of insurance products is preferred
• Understanding insurance commissions is an asset
• Familiarity with credit union wealth management is also an asset
• Business travel, as required
• Fluent communication skills in English are required and bilingual in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $160,000 - $180,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.