Sales Coordinator - Alberta

Iaawg; Calgary; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the financial services sector is seeking a Sales Coordinator to support their regional sales teams in Calgary. This role involves coordinating sales activities, managing marketing allowances, and providing excellent service to advisors. The ideal candidate will have strong organizational skills and a background in business, with the opportunity to work in a hybrid environment.

Qualifications

• Minimum 3 years’ experience in a related field required.
• Knowledge of life insurance sales strongly desired.

Responsibilities

• Coordinate sales activities and maintain effective communication with teams.
• Manage and track marketing allowance transactions.

Skills

Organizational Skills

Problem Solving

Communication

Interpersonal Skills

Time Management

Education

University / college graduation in a business-related program

Tools

MS Office

PowerBI

WealthServ

Job description

Sales Coordinator - Alberta page is loaded

Apply locations Calgary, Alberta time type Full time posted on Posted Yesterday time left to apply End Date : June 4, 2025 (19 days left to apply) job requisition id JR10023337

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

In this role, you will be responsible for supporting regional Mass 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 Manager, National Distribution Services 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., Symposiums) may be required.

Job Knowledge and 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, Certification 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.

Location(s)

Other Possible Location(s)

Company

PPI Management Inc.

Posting End Date

2025-06-04

Company Overview

• 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 25,000 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 with your needs.

iA Among Canada's Best Employers

As a reflection of our employees’ appreciation, iA Financial Group is once again among Canada's Best Employers according to Forbes for 2025, ranking 4th in the insurance sector.

About us

At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

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