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Shaping Dreams Into Legacies

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation. A tireless supporter and advocate for Canada's insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

Unparalleled resources. At your command.

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

For more information about PPI visit :

To maintain PPI's exacting level of service, we are looking for a Sales and Marketing Coordinator to join our Vancouver office.

Sales and Marketing Coordinator

The Sales and Marketing Coordinator supports a broad range of local sales and marketing initiatives as directed by the Vice-President, Sales. In conjunction with the sales team and wholesalers, the incumbent is responsible for planning and coordinating all aspects of marketing events held for advisors. The Sales and Marketing Coordinator will work closely with the Manager, National Sales Initiatives to ensure that all communications and activities present a professional and on-brand appearance, as well as consistent messages that resonate with advisors and other audiences.


Coordinate the local delivery of national sales and marketing programs such as the Knowledge Program, including ongoing production coordination and dissemination of supporting collateral material. Assist in planning and executing all aspects of events such as PD Days, Regional PPI Days, annual Advisor Conference, off-site sales meetings.

Provide support for local and national Symposiums by ensuring on-site readiness of facilities, materials, speakers (including wholesalers), booth displays, hand-outs, etc. Communicate events appropriately to advisors.

Coordinate with sales team and wholesalers to plan and execute all Marketing Allowance events.

Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.

Prepare Welcome Kits for all new advisors

  • prepare Advantage Advisor Kits.

Set up advisors to provide them with access to all relevant PPI systems - website, toolkit, WealthServ Broker Portal, HPN, etc. and educate advisors on the use of the various systems as required.

Prepare and distribute all forms of advisor communication; manage various distribution lists for communication purposes.

Utilize WealthServ to provide appropriate data on advisor segmentation and other special projects to assist senior management.

Work with the Manager, National Sales Initiatives to coordinate the preparation and delivery of PPI marketing and sales material, arrange promotional item sourcing and production, and maintain/update sales-related information such as the events calendar on the advisor secure website.

Assist in the analysis of local sales data and look for improvements in sales practices.

Coordinate the production of sales presentations developed for national use with the corporate

Communications team and assist in organizing the SharePoint library.

Apply for CE accreditation with all regulatory bodies (Advocis, AIC, IIROC, etc.).

Assist the Vice-President, Sales in carrying out his responsibilities including assisting in coordinating and managing his schedule.

Participate in special projects as necessary.

Education, Experience and Skills

University/college graduation in a business related program desired

Minimum 3 years' experience in a related field required

Excellent knowledge of MS Office (Excel, Word and Outlook) required

Proven organization and logistics skills

Knowledge of life insurance sales strongly desired; knowledge of contracting processes desired

Effective problem solver with the initiative to be innovative and creative

Strong interpersonal skills; desire to work in a team environment

Strong written and oral communication skills

Positive attitude with ?service' focus

Proven ability to handle confidential material with the highest level of discretion

Bilingualism in French and English an asset

We thank all candidates for applying, however only those selected for an interview will be contacted.

Your resume may be used for other vacancies.

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