• Employer: PPI Management Inc.
• Office: 505 Burrard Street
• Location: Vancouver, British Columbia
• Job category: Not Evaluated (Job Family)
• Job ID: JR10024087
• Job type: Permanent Job
• Apply before: 2025-09-05

JOB KNOWLEDGE / WORK EXPERIENCE:

• 8+ Years of industry experience
• Previous insurance sales experience is an asset
• Deep understanding of family and business insurance landscape, product and concept knowledge
• Clear understanding of PPI tools and resources
• Understanding of HNW market
• Clear and effective communicator – including verbal, written and presentation skills
• Organized with proven ability to focus on primary tasks
• Adaptable with the flexibility to react quickly to Advisors’ needs

EDUCATION CERTIFICATIONS OR LICENSES:

• Life licensed
• CFP & CLU designations (or working towards)
  The expected salary range for this position starts at $90,000 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.

• Increase sales amongst primary aligned advisors
• Complete Business Plan/KYA to understand advisor’s business and develop and strengthen relationships, including:
• Succession, Business Planning, Marketing, Prospecting, Practice Management, Compliance
• Develop an understanding of advisors’ knowledge base and objectives to foster reliance and partnership for case work
• Provide education and training for key advisors
• Foster relationships and support inside/outside PPI (DAS, Investments, Wholesalers, etc.)
• Actively participate in industry events to promote the PPI brand and value proposition
• Attract select advisors to join PPI as their MGA
• 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