Manager - Advisory Services

Administrative and Support Services
Toronto, ON
Feb 21, 2020

Our client is seeking a Manager, Advisory Services to formulate a plan and focus your team to solve the unsolvable, beat the unbeatable and come out on top. Your capacity to creatively strategize, motivate your team and elicit achievement makes you the right fit for this role. This role is responsible for managing the internal advisor + member experience business strategy and consultative sales approach.

The role: 

  • Managing the internal advisors
  • Supervising and providing day-to-day operational support on all areas of sales, administration, and operational requirements for the complete end-to-end member experience
  • Providing guidance to advisors on ensuring consistency with advice and process to members and their families                         
  • Supporting and monitoring advisor sales and business development activities
  • Providing coaching, feedback and conducting performance reviews
  • Supporting the Director, Insurance Advisory Services, to maintain a team understanding of operational and regulatory requirements, processes, sales tools and techniques
  • Monitoring all activities to ensure compliance and adherence to all industry and organization policies and procedures, as well as functional effectiveness business
  • Developing and maintaining solid partnerships with external and internal contacts to identify leverage opportunities to promote OMA Insurance offerings
  • Developing annual targets and associated reporting metrics to evaluate sales coaches success 
  • Incorporate best practices and learnings

Our Offer:

  • Fantastic opportunity to grow with the team and shape the strategic direction of the company
  • Paid professional development
  • Friendly and dynamic work environment


  • Undergraduate Degree in Business, Commerce or Bachelor of Arts
  • Minimum of 6 years experience in managing a team of sales professionals in financial services industry with a focus on life insurance sales
  • LLQP designation
  • Thorough knowledge of life and health insurance, both individual and group products, and acceptable insurance practices
  • Experience in consultative sales in a client-based environment, sales and marketing
  • Experienced in solving complex problems with innovative ideas and solutions
  • Proficiency in Microsoft Office tools (Word, Excel, PowerPoint)

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