Digital Sales Enablement Specialist

Job Description

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: www.ppi.ca

Digital Sales Enablement Specialist

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

Advisor Support

• 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.

• Leverage Digital Tools to drive sales and opportunities for local sales team members.

• Enable and empower local sales team members and advisors to grow productivity with digital tools.

• Advocate and sponsor new tools and platforms that are being launched to the overall PPI organization.

• Act as a catalyst for change adoption and be a positive influence for change management in our regions adopting technology.

• Collaborate and communicate with key stakeholders on results and activity metrics with advisors to enhance regional relationships and communication.

• Build content and host sessions targeted at identified training opportunities and manage the follow-up and communication after the event.

Additional Project Work

• Provide training to operations and sales team members on all digital products as necessary and participate in the skills development of team members.

• Review technology training processes and tools to provide recommendations for process improvements related to tools and delivery mechanisms for both advisors and employees. 

• Identify best practices for internal technology training delivery to improve the overall effectiveness of advisor training initiatives. 

• Stay current with industry trends and best practices and share knowledge with the larger team and key stakeholders.

• Provide insight and perspective when needed on additional projects.

• 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:

• Bachelor’s Degree in a related field such as business administration, IT, adult learning, etc. preferred.

• Minimum 5 years’ experience in the insurance industry.

• Proven experience driving sales through the use of digital tools and training.

• Proven ability to be a strategic partner focusing on sales and business goals.

• Demonstrated understanding of insurance industry and marketplace products.

• Proven ability to work as a team and work independently as a self-starter to achieve team goals.

• Experience and proven ability to provide engaging training while presenting in person and through virtual platforms.

• Active listener and innovative forward thinker who adeptly identifies roadblocks to boost efficiency and production.

• Proven ability to communicate innovative solutions and tailor your message to customers with different skill levels.

• Excellent written and oral communication skills, including the ability to communicate effectively with a technical and non-technical audience.

• Excellent organizational skills with a proven ability to manage multiple priorities. 

• Bilingual in French and English is an asset

IT Experience and Skills

• 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.).

• Experience with or knowledge of digital devices (tablets, smartphones, laptops, desktops) and how they interact.

The expected salary range for this position starts at $70,000 and will be commensurate with the candidate’s experience and skill set.

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

Location(s)Calgary, Alberta

Other Possible Location(s)Edmonton, Alberta, Vancouver, British Columbia, Winnipeg, Manitoba
CompanyPPI Management Inc.

Posting End Date2025-01-31

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.