Senior Solutions Engineer shaping enterprise deals for Motive’s AI - powered fleet - management platform. Delivering technical demos, designing solutions, and guiding strategic customer decisions in Canada.
About the role
- Advisor Solutions Manager providing proactive and reactive sales support to Canadian insurance advisors. Enabling advisor growth through triage, tools, illustrations, and coordinated financial-services resources.
Responsibilities
- Deliver proactive and reactive sales support to selected advisors
- Provide the right support to the right advisor at the right time
- Refer large and complex cases to regional teams for specialized support
- Act as a filter and intermediary by spotting new cases and ensuring appropriate support
- Build strong working relationships and advocacy with all regions and team members
- Triage incoming reactive requests and ensure timely responses
- Build advisor ability to independently access PPI’s tools
- Support Inforce Illustrations when appropriate
- Maintain industry and product knowledge and stay current on trends and initiatives
- Align internal and external resources to enable advisor sales growth
- Collaborate with Advisor Solutions Managers across the country for a seamless advisor support experience
- Maintain and update Recruitment Tracker and Activity Tracker
- Adhere to compliance and regulatory standards through documentation, training, and aligned behavior
- Engage in actions aligned with PPI’s ESG commitments
Requirements
- 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, and Excel considered an asset
- High degree of professionalism
- Ability to manage various personalities and situations
- Ability to track and work efficiently while being a team player to drive results
- Understanding of the regulatory environment within IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered an asset
- Advanced proficiency in English and French is required
- College Diploma, University degree, or equivalent experience
- Current life license or working toward
- LOMA courses, CHS, CLU, CFP, CFA, CSC, and SWIM considered an asset
Benefits
- Hybrid work environment with working from home up to 3 days per week
- Opportunities to learn and develop skills and career
- Diverse, inclusive and equitable workplace
- People-focused, inclusive and collaborative culture
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