‹ Leadership Opportunities

Vice President of Sales

Status: Completed


With more than 24 years of combined experience in sophisticated financial and tax-based solutions – plus running their own business – Ocean West Financial Group is adept at recognizing and supporting the decisions faced by owners of small and medium sized businesses.

As Advanced Insurance Specialists, Ocean West’s focus is on maximizing wealth, security and financial opportunity for entrepreneurs and business owners, using proven, sanctioned, Smart Insurance Strategies.

Ocean West Financial Group’s team of creative, disciplined financial professionals is committed to helping entrepreneurs and business owners unlock hidden value in their companies.

Consultants respect their clients and everything they’ve accomplished as successful entrepreneurs. They connect with these clients as friends and colleagues and enjoy working together with them and their existing team of advisors.

On behalf of our client, Ocean West Financial we are searching for a VP Sales who will report to the COO and CEO.


  • Continuously training sales advisor and support staff on presenting, processes, motivating clients, and business development
  • Educates sales team by establishing programs/seminars in the areas of new account sales and growth, sales of emerging products and multi-product sales, profitability, improved presentation strategies, competitive strategies, proper use and level of sales support, management of expenses and business/financial issues on contracts
  • Leading the sales team including leading sales meetings
  • Creating incentives, goals and projections
  • Assisting with development of sales and marketing materials
  • Contributing to the development of sales scripts and language
  • Monitoring and tracking sales progress on an individual
  • Assisting in the sales hiring process
  • Tracking results and progress use of the company’s CRM system
  • Develops specific plans to ensure revenue growth in all company’s products
  • Contributing to the continuous quality improvement of the company’s sales process
  • Formulate all sales policies, practices and procedures


  • A minimum of five years experience in sales and/or the life insurance industry
  • A minimum of two years experience as a sales manager
  • Preference will be given to professional designations such as CFP, CLU, CA
  • Proven ability to motivate and lead the sales team
  • Knowledge and experience in lead generation, including cold calling and direct selling
  • Knowledge of computers and software use – advanced knowledge of Microsoft Outlook, and intermediate knowledge of other Microsoft applications and Internet
  • Understanding of good client service principles and practice

Key Competencies:

  • Innovative
  • Experimental
  • Conceptual thinker
  • Excellent presentation skills, as well as written and verbal communication, and listening skills
  • Understanding of information management processes and proficiency with MS Office
  • Client service orientation
  • Socially-confident and outgoing
  • Takes initiative, quick learner, with the drive to improve processes and outcomes
  • Strong analytical and problem solving skills
  • Professional presentation
  • Reliable, honest and trustworthy
  • Flexible, able to work in a time sensitive environment, and under pressure
  • Confident decision making skills

Key Performance Indicators

  • Sales staff meeting or exceeding targets
  • Established, developed and maintained quality relationships with prospective clients and centre’s of influence
  • Effective presentation skills
  • Contributed to the development of the company and team – for example: participation in quarterly meetings
  • Displayed strong personal resilience and professionalism at all times

This position will offer a competitive salary dependent on experience and a comprehensive profit sharing and benefits program.

People First Solutions is one of Vancouver’s leading Executive Recruitment firms, dedicated to recruiting top talent.

If you possess the fundamental skills, experience and education required to be successful in this role we invite you to provide a cover letter and résumé in confidence to either Michael O’Brien or Bob Murray.

Michael O’Brien – michael@peoplefirstsolutions.com – 604 684-2288

Bob Murray – bob@peoplefirstsolutions.com – 604 684-2288