11 Nov
|
IA Groupe financier
|
Toronto
11 Nov
IA Groupe financier
Toronto
Support insurance advisors at PPI as a Business Development Coordinator, using organization, communication, and MS Office skills in a hybrid work setting.As a key member of PPI's National Business Development Coordinator Team, you will support exceptional advisor experiences. The position works closely with Strategic Relationships, Advisor Experience, and Distribution teams. You will coordinate onboarding, events, reports, programs, inquiries, and operational information for advisors, wholesalers, internal staff, and external partners.Key Responsibilities:Support advisor onboarding, access setup, and team notificationsResolve portal, Bluesun Advisors, and Secure Messaging issuesTrack Marketing Allowance budgets, expenses,
and eventsPrepare PowerBI reports and analyze sales dataCoordinate programs, conferences, materials, and CE documentationRequirements:Minimum three years of relevant administrative experienceExcellent knowledge of MS OfficeStrong organization, detail, and time management skillsEffective written, verbal, and interpersonal communicationCollege diploma, university degree, or equivalent experienceBring insurance administration, advisor support, reporting, and coordination skills to PPI's national business development team.
📌 Business Development Coordinator Insurance (Toronto)
🏢 IA Groupe financier
📍 Toronto