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About the Role
As an Inside Sales Specialist, you will play a key role in supporting Sales Directors, associates, and MGA advisors by streamlining administrative and sales processes, facilitating communication, and helping drive business development initiatives. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company.
Responsibilities
- Act as the primary point of contact for administrative and sales support requests from advisors, Sales Directors, and internal team members.
- Process or direct requests efficiently, ensuring timely follow-up and resolution.
- Collaborate with internal stakeholders to coordinate responses and provide a seamless advisor experience.
- Communicate important business updates, sales initiatives, and announcements to advisors, Business Development Managers (BDMs), and MGA partners.
- Manage and maintain the inventory of sales concepts, presentations, and supporting sales materials.
- Distribute sales concepts and presentations to advisors as needed.
- Conduct follow-up activities related to sales campaigns, business initiatives, and major communications.
- Proactively reach out to newly contracted advisors to introduce available sales support services and resources.
- Track sales activities and outcomes, providing visibility and insights to the sales team.
- Produce customized advisor and sales contact lists to support business development activities.
- Maintain advisor segmentation information and ensure internal documentation remains accurate and up to date.
- Leverage internal tools and digital platforms to support advisor engagement, activity tracking, and case management.
Requirements
- Recognized for outstanding customer service and relationship-building skills.
- Excels at managing multiple priorities and adapting to changing business needs in a deadline-driven environment.
- Demonstrates strong organizational skills, accuracy, and attention to detail.
- Communicates effectively and collaborates well with internal teams, advisors, and business partners.
- Highly proficient with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Teams.
- Possesses knowledge of digital communication and marketing platforms such as Constant Contact or similar tools.
- Completed post-secondary studies in administration, finance, or a related field.
- Previous experience in the insurance industry is considered a strong asset.
- Advanced level of English proficiency required for communication, sales support, sharing business updates, and collaborating with advisors, MGA partners, and internal stakeholders.
Skills
- Customer service
- Relationship building
- Priority management
- Adaptability
- Organizational skills
- Attention to detail
- Effective communication
- Collaboration
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
- Digital communication platforms
- Marketing platforms
- Sales support
- Sales process management
- Business development
- Data tracking and analysis
- List production
- Advisor segmentation
- Internal documentation maintenance
- Leveraging digital platforms
- Advisor engagement
- Activity tracking
- Case management
Location
- Toronto / 26 Wellington Street East
Work Type
- Hybrid
Experience Level
- Not specified
Education Level
- Post-secondary studies in administration, finance, or a related field
Salary/Compensations
- $47,544 - $79,585 CAD
Benefits
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program
- Wellness days
- Personal development days
- Telemedicine services
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
About the Company
- iA Financial Group is a company with over 8,000 employees, serving over four million clients and 25,000 advisors in insurance, savings, and wealth management.
- With over $200 billion in assets and significant investment in technological innovation, iA Financial Group is a key player in the financial services industry in Canada and the United States.
- The company has a 125-year history of investing in its employees and surrounding itself with reputable leaders to drive innovation.
Equal Opportunity
- At iA Financial Group, we support and celebrate diversity.
- We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
- Assistance is available to make the recruitment process more accessible.