Advisor Solutions ManageriA Financial Group (Industrial Alliance) • Fredericton, New Brunswick, Canada
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Advisor Solutions Manager
iA Financial Group (Industrial Alliance)
- Fredericton, New Brunswick, Canada
- Fredericton, New Brunswick, Canada
Über
PPI company overview:
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: 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.
For more information about PPI visit:
Advisor Solutions Manager
In this role, you will deliver both proactive and reactive sales support to selected advisors. As a key member of our national Sales Enablement team, you will ensure that the right support is given to the right advisor at the right time.
You will refer large and complex cases back into the regional teams for specialized support and collaborate when needed. You will act as a filter and intermediary, spotting new cases and ensuring the right support is delivered to the right advisor.
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
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
Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.
Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards.
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
Job Knowledge / Work Experience:
4+ years financial services industry experience in a sales or sales support role
Demonstrated time management skills
Ability to prioritize tasks and self-manage
Strong communication skills in virtual environments
Proven ability to build strong relationships in a virtual environment
Proven ability to spot sales opportunities and align appropriate resources
Ability to adhere to compliance legislation and guidelines
Knowledge of financial services industry
Knowledge of Teams, Outlook, excel considered an asset
Ability to manage emotion and impulses to absorb constructive feedback
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
Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered and asset
Education, Certifications or Licenses:
College Diploma, University degree, or equivalent experience
Current life license or working toward
LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset
This role is for an existing position. The expected salary range for this position starts at $68,000 and will be commensurate with the candidate's experience and skill set.
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.
Sprachkenntnisse
- English
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