Business Development Coordinator

IA Financial Services; Toronto; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

PPI, an independent subsidiary of iA Financial, invites applications for a Business Development Coordinator to join the National Team. You will support advisor onboarding, coordinate events, track initiatives, and serve as the reference point for internal staff, Advisors and partners.

Responsibilities include managing onboarding emails, reporting with PowerBI, budgets, and national marketing programs; travel may be required.

Qualifications

• Minimum 3 years relevant administrative experience.
• Excellent knowledge of MS Office required.
• Knowledge of life insurance sales strongly desired.
• Must possess strong organizational skills and attention to details.
• Effective problem solver.

Responsibilities

• Support advisor onboarding processes such as preparing Welcome email, setting up PPI user access and notifying the appropriate teams.
• Assist in troubleshooting PPI access related issues such as PPI Advisor Portal, Bluesun Advisors, and Secure Messaging, etc.
• Provide support with inquiries and escalations from Advisors and Strategic Relationship Firms.
• Manage and track Marketing Allowance budgets and expenses, and coordinate with the Sales Teams and wholesalers to plan and execute all Marketing Allowance events.
• Utilize PPI analytics such as PowerBI to provide appropriate data and reports on advisor segmentation and other special projects to assist the Strategic Relationships Team in the development of sales and implementation plans.
• Assist in the analysis of national and regional sales data.
• Coordinate the local delivery and follow-up 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 events and initiatives such as PD Days, Regional PPI Days, annual Advisor Conferences, off-site sales meetings; coordinate with the Strategic Relationships Team and wholesalers to plan and execute all marketing allowance events.
• Maintain and update key contact list.
• Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.
• Provide general support during the onboarding process.
• 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.
• Understand and follow proper procedures and compliance guidelines, such as online security and personal information
• Additional responsibilities, duties and special projects as identified.
• 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.
• Some travel may be required.

Skills

MS Office

Organizational skills

Attention to detail

Problem solving

Job 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 .

Business Development Coordinator

A key member of the National Business Development Coordinator Team, you will work closely with the Strategic Relationships Team, to provide exceptional advisor experience to the Advisors.

In addition, you will be responsible for supporting Advisor-facing national and regional activities, tracking progress, and ensuring smooth operations within the Advisor Experience and Distribution departments. You will become the point of reference for internal staff, Advisors and external partners, by keeping event schedules and providing feedback, documentation and information. You are also responsible for maintaining effective communication with all teams and departments to keep them informed.

You will support Advisor onboarding, website user management and the implementation of national initiatives such as Marketing Allowance, Advantage Program, Advisor segmentation process, monitoring Advisor service levels in WealthServ and preparing various reports. You'll also be engaged in various departmental and national projects as needed. You will be responsible for responding to Advisor and wholesaler inquiries and connecting Advisors to internal services as required.

Key Responsibilities:

• Support advisor onboarding processes such as preparing Welcome email, setting up PPI user access and notifying the appropriate teams.
• Assist in troubleshooting PPI access related issues such as PPI Advisor Portal, Bluesun Advisors, and Secure Messaging, etc.
• Provide support with inquiries and escalations from Advisors and Strategic Relationship Firms.
• Manage and track Marketing Allowance budgets and expenses, and coordinate with the Sales Teams and wholesalers to plan and execute all Marketing Allowance events.
• Utilize PPI analytics such as PowerBI to provide appropriate data and reports on advisor segmentation and other special projects to assist the Strategic Relationships Team in the development of sales and implementation plans.
• Assist in the analysis of national and regional sales data.
• Coordinate the local delivery and follow-up 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 events and initiatives such as PD Days, Regional PPI Days, annual Advisor Conferences, off-site sales meetings; coordinate with the Strategic Relationships Team and wholesalers to plan and execute all marketing allowance events.
• Maintain and update key contact list.
• Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.
• Provide general support during the onboarding process.
• 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.
• Understand and follow proper procedures and compliance guidelines, such as online security and personal information
• Additional responsibilities, duties and special projects as identified.
• 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.
• Some travel may be required.

Job Knowledge / Work Experience:

• Minimum 3 years relevant administrative experience
• Excellent knowledge of MS Office required
• Knowledge of life insurance sales strongly desired
• Must possess strong organizational skills and attention to details
• Effective problem solver