Support advisor experience at PPI through organized onboarding, reporting, and communication while working hybrid from home up to three days weekly. Coordinate national activities and help independent insurance advisors access the services, information, and support they need.

As Business Development Coordinator, you will work with the Strategic Relationships Team and Advisor Experience and Distribution departments. Your work includes advisor onboarding, website user management, event coordination, Marketing Allowance tracking, and advisor service monitoring. You will also support national initiatives, projects, inquiries, and reporting that keep teams and external partners informed.

Key Responsibilities:

- Support advisor onboarding, welcome emails, user access, and team notifications
- Resolve PPI portal, Bluesun Advisors,



and Secure Messaging access issues
- Respond to advisor and Strategic Relationship Firm inquiries
- Track Marketing Allowance budgets, expenses, and events
- Maintain contact lists, schedules, documentation, and communications

Requirements:

- Minimum three years of relevant administrative experience
- Excellent knowledge of Microsoft Office
- Robust organizational skills and attention to detail
- Effective problem-solving ability
- Knowledge of life insurance sales strongly desired

Bring administrative coordination, advisor support, reporting, and communication skills to PPI's national Business Development Coordinator team.

📌 Business Development Coordinator Advisor Experience (Canada)
🏢 IA Financial Services
📍 Canada