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1 Feb 2016

Full-Time Relationship Manager – Calgary/Prairies Ad Number: 25083

First Insurance Funding of Canada – Posted by Calgary, Alberta, Canada

Job Description

Position Summary:
Please note: you must reside in Alberta – Calgary preferred – to sufficiently fulfil the tasks of this positionReporting to the Vice President Western Canada, develop new loan volume for the company by solicitation of new insurance broking clients; to call on existing clients to retain and expand their loan volume; to educate brokers on our services, systems and procedures; to assist internal department as required; to gather data on competitors and monitor their activity within assigned territory; to promote company at insurance industry functions.

Essential Duties and Responsibilities:

  • Develop and maintain strong/profitable relationships with insurance brokers (clients) within assigned territory in order to exceed sales targets.
  • Maintain regular contact with clients by representing FIRST in a professional manner through office visitations, presentations, functions, conferences, phone calls and written correspondence.
  • Provide valuable assistance to clients by analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
  • Educate assigned brokers on FIRST services, credit policies and processes while working closely with assigned underwriting team to increase quality of business, approval and funding ratios.
  • Build internal working relationships with FIRST staff and provide assistance to Inside Sales, Marketing, Credit, Operations and Collection personnel as needed.
  • Use creativity and good judgment to provide the client with the best possible terms/program while minimizing the risk and maximizing returns to FIRST.
  • Analyze production reports to evaluate monthly loan volume, identify challenges, and target brokers for increased sales opportunities.
  • Be a strong advocate for assigned brokers, ensuring that opportunities and issues are brought forward to management.
  • Monitor local insurance trends and competitive developments and report to management as needed.
  • Promote other finance products/solutions and services by providing training/development opportunities for clients and attending client and trade functions.
  • Share best practices and product/process improvement ideas with peers and other segments of the business.
  • Establish and maintain contact management system and communicate weekly/monthly activity to management as directed.
  • Prepare reports, business plans, and business cases as required.
  • Ensure expenses are kept up to date; within budget and value maximization is attained for all expenditures.

Knowledge/ Skills/ Abilities Required:

  • Must reside in Alberta – Calgary preferred
  • Strong organizational and time management skills
  • Strong Presentation Skills
  • Minimum three years sales experience is desirable
  • Ability to travel up to 80% in assigned territory by vehicle and/or airline.
  • Excellent verbal and written communication skills
  • Ability to attend insurance related functions during or after normal work hours
  • Ability to interpret financial data
  • Knowledge of Microsoft Office (Outlook, Word, PowerPoint and Excel) a plus

Training/ Education/ Experience Qualifications: (Include licenses and certifications)

  • University/college degree is generally preferred

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.

This is an equal employment opportunity.

Job Type: Full-time

Job Location:

  • Calgary, AB

Required experience:

  • Minimum three years sales experience is desirable: 3 years

Required education:

  • Bachelor’s

How to Apply

Company: First Insurance Funding of Canada
Posted On: 2/1/2016
Ad Expires: 3/1/2016
External Link (URL): Visit the Web site
Contact Information:
Posted By: Tharshana Kailas (Reply to this ad)
Location: Toronto, Ontario, Canada
Job Location: Alberta - Calgary
Phone: 4162161770

Job Categories: Sales / Business Development. Job Types: Full-Time.


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