Inside Sales Specialist

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iA Financial Group (Industrial Alliance)

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

📋 Description

• Providing accurate and efficient administrative and sales support to advisors and internal teams, particularly in relation to insurance and financial products, sales structures, regulatory documentation, and internal processes • Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams to ensure clear communication • Managing, maintaining, and distributing sales concepts, tools, and presentations related to financial solutions, including inventory management in collaboration with the sales team • Supporting advisor engagement and development by onboarding advisors, presenting available tools and support, and conducting follow‑ups after sales activities, training sessions, or strategic announcements • Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility to support sales performance and decision‑making • Producing customized lists of advisors, partners, and sales contacts, while maintaining up‑to‑date advisor segmentation based on business profile, potential, and client needs

🎯 Requirements

• Post‑secondary education in administration, finance, insurance, investments, or a related field • Strong customer service orientation, excellent organizational skills, and high accuracy • Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and the ability to use digital platforms such as Constant Contact or equivalent tools • Strong ability to prioritize effectively, adapt to constant change, and deliver precise work in a fast‑paced, high‑pressure sales support environment • Experience in the insurance and/or financial services industry, or in a support role related to these sectors (Asset)

🏖️ Benefits

• A work environment where learning and development merge with a collective pursuit of excellence • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed • The opportunity to work in a remote environment