Our current job postings

Agency Services Consultant

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • City: Toronto
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10011097
  • Job type: Permanent Job Full time
  • Apply before: 2022-01-03

Description

PPI company overview:

Shaping Dreams Into Legacies

PPI elevates independent financial advisors to the next level.

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.  A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

Unparalleled resources. At your command.

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

For more information about PPI visit: www.ppi.ca

To maintain PPI’s exacting level of service, we are looking for an Agency Services Consultant to join our Toronto, Calgary or Quebec office.

Agency Services Consultant

A key member of the Agency Services Team, the Agency Services Consultant works closely with the Director, Agency Services to provide expertise and support to the business unit by assisting staff in resolving complex issues, providing training where required, and ensuring department procedures are updated, improved and followed by staff. 

The Consultant will work with Agency Services Leaders to ensure service standards are being met as well as assist the Agency Services team members in resolving issues and inquiries arising from advisor licensing contracting. 

Responsibilities:

  • Coach, mentor and provide ongoing development of the Agency Services staff through needs assessments, providing feedback and training as required.

  • Assist Team Leaders with new hire training, where required.

  • Complete audits to identify training opportunities.

  • Prepare weekly reports for the management team indicating identified team tasks and results.

  • Assist the Agency Services team in the investigation of and facilitate the resolution of inquiries and/or issues relating to advisor contracting, licensing and commissions, including communicating with the insurance carriers, advisors and appropriate departments within PPI.

  • Communicate with the Apexa team regarding issues preventing successful advisor contracting.

  • Maintain a high degree of industry, process and systems knowledge, providing answers as the subject expert when requested by agency staff or other areas -.

  • Regularly review procedures and work with the Director, Agency Services to identify and implement process improvements.

  • Assist the Director, Agency Services with projects impacting the Agency Services team.

  • Additional responsibilities, duties and special projects as identified.

  • Some travel may be required.

Education, Experience and Skills:

  • A minimum of 5 - 7 years of insurance contracting experience is critical

  • In-depth knowledge of Apexa is required

  • Creative problem solver with highly developed critical thinking skills

  • Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities

  • Proven accuracy, attention to detail and data entry skills

  • Excellent written and verbal communication skills

  • Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment

  • Ability to represent self, office and organization in a professional, positive manner at all times

  • Ability to handle sensitive and confidential information in a professional manner

  • Bilingualism considered an asset

  • Knowledge of Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

We thank all candidates for applying, however only those selected for an interview will be contacted.  Your resume may be used for other vacancies.


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.