Sales Coordinator - Quebec

Description

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 - Quebec

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.

Core Responsibilities:

• Participate in special projects as necessary.
• Apply for CE accreditation with all regulatory bodies (Advocis, AIC, IIROC, etc.).
• 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.
• Prepare and distribute all forms of Advisor communication; manage various distribution lists for communication purposes.
• 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.
• 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.
• Utilize WealthServ to provide appropriate data on Advisor segmentation and other special projects to assist senior management.
• Coordinate with sales team and wholesalers to plan and execute all Marketing Allowance events.
• Prepare Welcome Kits for all new Advisors; prepare Advantage Advisor Kits.
• Assist the Vice-President, Sales in carrying out his responsibilities including assisting in coordinating and managing his schedule.
• 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.
• Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.
• Coordinate the production of sales presentations developed for national use with the corporate Communications team and assist in organizing the SharePoint library.
• Assist in the analysis of local sales data and look for improvements in sales practices.

Job Knowledge / Work Experience

• Strong interpersonal skills; desire to work in a team environment
• Proven organization and logistics skills
• Fluency in French, both oral and written, required
• Proven ability to handle confidential material with the highest level of discretion
• Positive attitude with ‘service’ focus
• Knowledge of life insurance sales strongly desired; knowledge of contracting processes desired
• Excellent knowledge of MS Office (Excel, Word and Outlook) required
• Effective problem solver with the initiative to be innovative and creative
• Strong written and oral communication skills
• Minimum 3 years’ experience in a related field required

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.