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.
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.)
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.