Support independent insurance advisors through proactive sales enablement, reactive request triage, and hybrid work from North York, Montreal, or Québec. This 12-month contract connects advisors with timely solutions.
As an Advisor Solutions Manager at PPI Management Inc., you will support selected advisors nationally through proactive and reactive sales assistance. You will identify complex cases, coordinate specialized regional support, and help advisors access PPI tools independently. The work requires industry knowledge, strong virtual communication, and resource alignment.
Key Responsibilities:
- Triage incoming reactive requests and ensure timely responses
- Build advisor ability to independently access PPI tools
- Support Inforce Illustrations when appropriate
- Align resources to enable advisor sales growth
- Maintain advisor activity and recruitment trackers
Requirements:
- Four-plus years in financial services sales or sales support
- Strong virtual communication and relationship-building abilities
- Ability to prioritize tasks and self-manage
- Knowledge of financial services and compliance guidelines
- Advanced English and French proficiency required
Bring financial services experience, advisor advocacy, and bilingual communication to PPI's national Sales Enablement team.
Advisor Solutions Manager Sales Support in Toronto employer: iA Financial Group
iA Financial Group is an exceptional employer that fosters a dynamic work culture focused on growth and performance. With a commitment to employee development, you will have access to extensive training programs and leadership opportunities, all while working in a collaborative environment that values accountability and top-tier customer service across Canada. Join us and be part of a team that not only drives success but also prioritizes your professional journey.
