Business Development Coordinator
Core
Support independent insurance advisors by managing onboarding, tracking national/regional activities, coordinating marketing events, and providing operational support for the Advisor Experience and Distribution departments.
Role type
Business Development Coordinator (Administrative/Operations)
Builds
Advisor onboarding workflows, marketing event execution, and operational support for insurance advisors.
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
MS Office, data analysis, event coordination, budget management, stakeholder communication, problem solving, time management, confidentiality handling
Preferred skills
Life insurance sales knowledge, bilingualism (French/English), travel availability
Technologies
PowerBI, WealthServ, PPI Advisor Portal, Bluesun Advisors, Secure Messaging
Responsibilities
Support advisor onboarding (user access setup, welcome emails), troubleshoot portal access issues, manage marketing allowance budgets and events, analyze sales data using PowerBI, coordinate national/regional sales programs and conferences, maintain contact lists and documentation, respond to advisor inquiries.
Seniority
Mid-level, hands-on IC