Sales Coordinator - BC
- Employer: PPI Management Inc.
- Office: 505 Burrard Street
- Location: Vancouver, British Columbia
- Job category: Not Evaluated (Job Family)
- Job ID: JR10016888
- Job type: Temporary Job Full time
- Apply before: 2023-06-09
PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.
At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.
When you join PPI, you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.
Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.
For more information about PPI visit: www.ppi.ca.
Sales Coordinator - BC
In this role, you will be responsible for supporting regional Broad Market and Wealth sales teams 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. This is a contract role of approximately 14 months.
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 with various duties, including but not limited to 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
Education, Certifications or Licenses:
University/college graduation in a business related program desired
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,
Our employees are our best investment and we have much to offer them.
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 50,000 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.