Advisor Solutions Manager

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

Advisor Solutions Manager

In this role, you will deliver both proactive and reactive sales support to our selected advisors.  You will form a key part of a national team that has a goal to provide the right service to the right Advisor, at the right time.  When appropriate, you will refer complex cases to your local teams so that business may be facilitated by our local Business Development Team and advanced sales team members.  In this role you will also elevate our Unassigned Policy Program.

Key Responsibilities:

• Build strong working relationships and advocacy with all regions and team members

• Bring a positive mindset to our team and be ready to drive productivity with our advisors

• Triage incoming reactive requests and ensure timely response times

• Build Advisor ability to independently access PPI’s tools

• Support Inforce Illustrations when appropriate

• Support casework and quoting for the region when appropriate

• Maintain a high degree of industry and product knowledge, understanding the marketplace and remaining current on industry trends and initiatives

• Align various internal and external resources to enable Advisor sales growth, when appropriate

• Collaborate with other Advisor Solutions Managers across the country to leverage strengths and provide a seamless support experience for the Advisor

• 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

Education, Experience and Skills:

• 5 years financial services industry experience in a sales or sales support role

• College Diploma, University degree, or equivalent experience

• Current life license or working toward

• LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset

• Demonstrated time management skills

• Ability to prioritize tasks and self-manage

• Strong communication skills in virtual environments

• Proven ability to build strong relationships in multiple regions

• The ability to leverage our team to bring the right people/partners to the table to deliver on Advisor needs

• Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered and asset

• Ability to adhere to compliance legislation and guidelines

• Knowledge of financial services industry

• Aptitude for and a willingness to quickly adapt to new technologies

• Ability to manage emotion and impulses to absorb constructive feedback while remaining level-headed

• Ability to manage various personalities and situations

• Ability to track and work efficiently while being a team player to drive results for all of PPI

• For Quebec candidates, intermediate level of the English language is required as the individual will need to perform casework, deliver training, attend client meetings, network and build relationships with English speaking colleagues, internal partners and clients on a weekly basis at minimum

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