Digital Sales Specialist

4 days ago

Calgary, Canada iA Financial Group Full time
ul>Other Possible Location(s): Halifax, Nova Scotia; strong> Not Evaluated (Job Family)

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: p>

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. p>

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.

In this role you will be responsible for supporting Advisors and Sales teams nationally by providing comprehensive technology training and support to leverage digital tools to drive sales and business performance.

As part of the Sales Enablement team, you will launch, train, and support digital tools while collaborating across PPI in an effort to drive Advisor productivity.

Key Responsibilities
  1. Proactively seek out opportunities alongside the local sales team to manage and grow the relationship with key advisors and their employees in an effort to drive sales.
  2. Leverage Digital Tools to drive sales and opportunities for local sales team members.
  3. Enable and empower local sales team members and advisors to grow productivity with digital tools.
  4. Advocate and sponsor new tools and platforms that are being launched to the overall PPI organization.
  5. Build content and host sessions targeted at identified training opportunities and manage the follow-up and communication after the event.
Additional Project Work
  1. Provide training to operations and sales team members on all digital products as necessary and participate in the skills development of team members.
  2. Review technology training processes and tools to provide recommendations for process improvements related to tools and delivery mechanisms for both advisors and employees.
  3. Identify best practices for internal technology training delivery to improve the overall effectiveness of advisor training initiatives.
  4. Provide insight and perspective when needed on additional projects.
  5. 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.
Education, Experience and Skills:
  1. Bachelor’s Degree in a related field such as business administration, IT, adult learning, etc. preferred.
  2. Proven experience driving sales through the use of digital tools and training.
  3. Proven ability to be a strategic partner focusing on sales and business goals.
  4. Experience and proven ability to provide engaging training while presenting in person and through virtual platforms.
  5. Excellent written and oral communication skills, including the ability to communicate effectively with a technical and non-technical audience.
  6. Bilingual in French and English is an asset.
IT Experience and Skills
  1. Existing knowledge and willingness to quickly adapt to new and current technologies, including, WealthServ and MS Office applications (Outlook, Word, Excel and PowerPoint), social networks (LinkedIn, Facebook for Business, etc.).
  2. Experience with or knowledge of digital devices (tablets, smartphones, laptops, desktops) and how they interact.

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