Business Development Coordinator - ON
Core
Support independent insurance advisors in Ontario with onboarding, user management, event coordination, and data reporting to drive sales and service delivery.
Role type
Business Development Coordinator (Administrative & Operations)
Builds
Advisor onboarding workflows, marketing allowance events, and sales support programs for independent insurance advisors.
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
MS Office, data analysis, event coordination, stakeholder communication, process management, reporting
Preferred skills
Life insurance sales knowledge, bilingualism (French/English), PowerBI
Technologies
PowerBI, Bluesun Advisors, WealthServ, PPI Advisor Portal
Responsibilities
Support Advisor onboarding and user access management; coordinate marketing allowance events and budgets; analyze sales data and generate reports; manage event logistics and promotional materials; handle advisor inquiries and escalations.
Seniority
Mid-level, hands-on IC