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 Sales Coordinator to join our Toronto office.
In this role, you will be responsible for supporting the Broad Market and Wealth sales teams in our Manitoba and Atlantic regions, including event planning, managing the local calendar of events, logistics, and on-the-ground support.
You will also support Advisor onboarding (including introduction of PPI website), website user management and the implementation of sales initiatives such as marketing allowance, Advantage program, Advisor segmentation process, monitoring and updating Advisor service levels in WealthServ and running reports. You will be responsible for responding to Advisor and wholesaler inquiries and connecting Advisors to internal services as required.
Coordinate the local delivery of national sales and marketing programs such as the Knowledge Program, including ongoing production coordination and dissemination of supporting collateral material. Assist in planning and executing all aspects of events such as PD Days, Regional PPI Days, annual Advisor Conference, off-site sales meetings.
Provide support for local and national Symposiums by ensuring on-site readiness of facilities, materials, speakers (including wholesalers), booth displays, hand-outs, etc. Communicate events appropriately to Advisors.
Coordinate with sales team and wholesalers to plan and execute all Marketing Allowance events.
Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.
Prepare Welcome Kits for all new Advisors; prepare Advantage Advisor Kits.
Set up Advisors to provide them with access to all relevant PPI systems – website, toolkit, WealthServ Broker Portal, HPN, etc. and educate Advisors on the use of the various systems as required.
Prepare and distribute all forms of Advisor communication; manage various distribution lists for communication purposes.
Utilize WealthServ to provide appropriate data on Advisor segmentation and other special projects to assist senior management.
Work with the Manager, National Sales Initiatives to coordinate the preparation and delivery of PPI marketing and sales material, arrange promotional item sourcing and production, and maintain/update sales-related information such as the events calendar on the Advisor secure website.
Assist in the analysis of local sales data and look for improvements in sales practices.
Coordinate the production of sales presentations developed for national use with the corporate Communications team and assist in organizing the SharePoint library.
Apply for CE accreditation with all regulatory bodies (Advocis, AIC, IIROC, etc.).
Assist the Vice-President, Sales in carrying out his responsibilities including assisting in coordinating and managing his schedule.
Participate in special projects as necessary.
Job Knowledge / Work Experience
Minimum 3 years’ experience in a related field required
Excellent knowledge of MS Office (Excel, Word and Outlook) required
Proven organization and logistics skills
Knowledge of life insurance sales strongly desired; knowledge of contracting processes desired
Effective problem solver with the initiative to be innovative and creative
Strong interpersonal skills; desire to work in a team environment
Strong written and oral communication skills
Positive attitude with ‘service’ focus
Proven ability to handle confidential material with the highest level of discretion
Bilingualism in French and English an asset
Education, Certifications or Licenses
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.