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 a National Sales Support Associate to join any of our PPI locations.

National Sales Support Associate

The National Sales Support Associate supports a broad range of national sales initiatives as directed by the Senior Vice-President, Sales, ensuring that all communications and activities present a professional and on-brand appearance, as well as consistent messages that resonate with advisors and other audiences.

The National Sales Support Associate will also provide administrative support to members of the Senior Management Team.

Key Responsibilities:

Sales Support

• Manage sales support initiatives for the Sales team and act as Sales liaison to other areas in PPI

• Coordinate cross-Canada activities (training and vacation back-ups) for Regional office Coordinators, Sales

• Manage Advocis sponsorship for PPI

• Monitor and respond to Chat facility on PPI’s public website and allocate leads to Sales team for action

• Identify/organize sales-related WealthServ user updates/access (tags, service levels, etc.) with Coordinators, Sales

• Support annual Advantage Program updates and new campaigns, ongoing NPC and MatchBook relationships, and Wealth Sales eNewsletter distribution

• Event planning and logistics for virtual and in-person Sales team meetings, and working with the Communications team for Advisor events, including virtual Market Talks, coordinating carrier sponsorship and involvement

• Manage the carrier marketing allowances, including allocation, administration and invoicing

• Support the preparation of annual Sales budgets

• Coordinate and post the Sales team blog

• Develop/monitor onboarding process in coordination with Regional Recruiters and teams

• Produce WealthServ, Power Bi, and production/target sales-related reports, as needed (TBC.)

Executive Assistance

• Provide event and general support, including CE and social media management, for the President & CEO and four direct reports (SVPs), as needed

Education, Experience and Skills:

• College Diploma, University degree, or equivalent experience

• Minimum of 3-5 years experience, preferably industry-related

• LOMA or LLQP is an asset

• Event planning experience an asset

• Strong familiarity and comfort level with Teams, Word, Excel, Power BI, etc.

• Proven ability to balance multiple tasks effectively, setting priorities while maintaining flexibility and providing accurate and efficient turnaround of responsibilities

• Effective Communication skills, both verbal and written

• Proven collaboration skills and demonstrated ability to build relationships at all levels of the organization

• Results driven with a sense of urgency

• Self-motivated, proactive and resourceful

• Demonstrated ability to adapt and flourish in environments of significant change and short deadlines

• Effective “triage” problem solving skills and the ability to contact the right areas to address an issue

• Bilingualism in English and French an asset

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