Lead the Contracting Solutions team at PPI, an independent subsidiary of iA Financial. This hybrid role emphasizes strategic initiatives and process optimization for advisor and MGA transitions.
At PPI, the Manager for Contracting Solutions will oversee key aspects of contracting activities, from onboarding advisors to driving automation. You will act as a subject matter expert, ensuring operational efficiency while developing team skills through coaching and mentoring.
Key Responsibilities:
• Manage specialized contracting for multi-advisor arrangements
• Mentor and develop Contracting team members
• Provide expert guidance on complex transfer scenarios
• Ensure compliance and timely execution during integrations
• Identify improvement opportunities in service delivery
Requirements:
• 10+ years relevant life insurance experience
• Advanced knowledge of contracting and licensing
• Familiarity with Apexa and Wealthserv systems
• Robust written and verbal communication skills
• Proven ability to adapt in changing environments
Utilize your skills in leadership and technology to impact PPI's contracting framework positively.
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📌 PPI Manager for Complex Contracting (Ontario)
🏢 Iaawg
📍 Ontario