Advisor Solutions Manager

3 months ago

Québec City, Canada IA Financial Group Full time

Description

PPI company overview:

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: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

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. 

Advisor Solutions Manager

In this role, you will deliver both proactive and reactive sales support to our selected advisors. You will form a key part of a national team that has a goal to provide the right service to the right Advisor, at the right time. When appropriate, you will refer complex cases to your local teams so that business may be facilitated by our local Business Development Team and advanced sales team members. In this role you will also elevate our Unassigned Policy Program.

Key Responsibilities:

Build strong working relationships and advocacy with all regions and team members

Bring a positive mindset to our team and be ready to drive productivity with our advisors

Triage incoming reactive requests and ensure timely response times

Build Advisor ability to independently access PPI’s tools

Support Inforce Illustrations when appropriate

Support casework and quoting for the region when appropriate

Maintain a high degree of industry and product knowledge, understanding the marketplace and remaining current on industry trends and initiatives

Align various internal and external resources to enable Advisor sales growth, when appropriate

Collaborate with other Advisor Solutions Managers across the country to leverage strengths and provide a seamless support experience for the Advisor

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 :

5 years financial services industry experience in a sales or sales support role

College Diploma, University degree, or equivalent experience

Current life license or working toward

LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset

Excellent English and French language skills, both oral and written due to frequent interactions with English and French-speaking colleagues, internal partners and clients across Canada

Demonstrated time management skills

Ability to prioritize tasks and self-manage

Strong communication skills in virtual environments

Proven ability to build strong relationships in multiple regions

The ability to leverage our team to bring the right people/partners to the table to deliver on Advisor needs

Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered and asset

Ability to adhere to compliance legislation and guidelines

Knowledge of financial services industry

Aptitude for and a willingness to quickly adapt to new technologies

Ability to manage emotion and impulses to absorb constructive feedback while remaining level-headed

Ability to manage various personalities and situations

Ability to track and work efficiently while being a team player to drive results for all of PPI

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

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