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.

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📌 Business Development Specialist - Home Based (Toronto)
🏢 IA Financial Services
📍 Toronto