Sales Coordinator

PPI company overview:

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.

PPI is pleased to provide employees with the flexibility of a hybrid work environment.  This role is eligible for working from home up to 3 days per week. 

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

Sales Coordinator

In this role, you will be responsible for supporting regional Broad Market, Wealth, and Advisory Sales teams.  Acting as the point of reference for internal staff, Advisors and external partners, you will coordinate sales activities, track progress, maintain schedules, provide feedback, documentation and information, and maintain effective communication with all teams and business units to ensure smooth operations within the team. 

You will also support Advisor onboarding, website user management and the implementation of Sales initiatives such as marketing allowance, Advantage Program, Advisor segmentation process, monitoring Advisor service levels in WealthServ and preparing various reports. 

Key Responsibilities:

• Organize and provide on-site and back-office support for various local and national events such as the Knowledge Program, Symposiums, webinars, etc. Communicate events appropriately and efficiently to all parties involves, such as internal staff, Advisors, wholesalers, and external vendors.

• Manage and track marketing allowance transactions, and coordinate with the Sales teams and wholesalers to plan and execute all marketing allowance events.

• Monitor local event budgets and expenses.

• Manage and streamline administrative tasks, facilitate communication between various departments such as Operations, Finance, and Marketing and Communications Teams.

• Provide timely and effective customer service to our Advisors, partners, and vendors.

• Support Advisor onboarding process such as preparing Welcome emails, setting up PPI user access and notifying the appropriate teams.

• Respond to Advisor and wholesaler inquiries and connect Advisors to internal services as required.

• Utilize WealthServ and PowerBI systems to provide reports and updates on local Sales productions and activities.

• Assist in troubleshooting PPI access related issues such as PPI Advisor Site, Bluesun Advisors, and secure messaging.

• Provide administrative support and collaborate with the National Sales Support Associate on various national initiatives.

• Assist in the preparation and organizing of promotional material or events, such as gifts for the Advantage Advisors, and year-end holiday events, etc.

• Gather and submit required documentation for CE accreditations. Effectively manage and track Advisor CE certification process and inquiries.

• Coordinate and assist the Vice-President, Sales in carrying out their responsibilities including assisting in coordinating and managing their schedule.

• Understand and follow proper procedures and compliance guidelines, such as online security and handling personal information.

• Participate in special projects and national initiatives as necessary.

• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

• Occasional travel to assist with various in-person events (i.e., Symposium) may be required.

 Job Knowledge / Work Experience

• Minimum 3 years’ experience in a related field required

• Knowledge of life insurance sales strongly desired; knowledge of contracting processes desired

• Excellent knowledge of MS Office (Excel, Word and Outlook) required

• Must possess strong organizational skills and attention to details

• Strong prioritizing and time management skills

• 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 focused mindset

• Proven ability to handle confidential material with the highest level of discretion

• Bilingualism in French and English an asset

Education, Certifications or Licenses

• University/college graduation in a business-related program desired

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