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About the Role
As a Sales Team Support Specialist, you will play a key role as a specialized resource for internal sales teams and our various distribution networks, handling complex cases, providing guidance, and facilitating issue resolution. This position is an opportunity to showcase your skills within a caring and trusted company focused on people and development.
Responsibilities
- Provide personalized, end-to-end service to various sales force stakeholders and ensure their requests are handled efficiently.
- Provide technical, administrative, and educational support related to processes, systems, tools, and products.
- Analyze complex cases, unusual situations, and exception requests, recommend appropriate solutions, and coordinate follow-up through to resolution.
- Support vice-presidents, regional directors, and other sales force partners by providing relevant information and documentation.
- Maintain a high level of expertise regarding processes, procedures, systems, products, and changes that may impact the sales force.
- Design, enhance, and deliver training sessions, learning capsules, reference tools, and other content to promote knowledge transfer and team autonomy.
- Identify pain points, trends, and recurring questions, and recommend improvements to processes, tools, and ways of working.
- Promote awareness and use of digital and electronic tools among the sales force.
- Bring significant or recurring issues to management’s attention and contribute to initiatives related to service evolution and the needs of the sales force.
Requirements
- College diploma in a relevant field and more than five years of experience in a related field.
- Extensive knowledge of individual insurance products, systems, processes, and administrative procedures.
- Excellent understanding of the realities, needs, and challenges faced by financial advisors and various distribution networks.
- Excellent analytical, problem-solving, and judgment skills, particularly when dealing with complex or unusual situations.
- High degree of autonomy, initiative, and thoroughness.
- Excellent ability to prioritize and manage multiple files simultaneously.
- Strong service orientation, active listening skills, diplomacy, and ability to build trusted relationships.
- Excellent communication skills and ability to explain technical or complex information in clear and accessible terms.
- Comfortable structuring, developing, and presenting content, as well as sharing knowledge in an engaging and educational manner.
- Proficient with the Microsoft Office suite, particularly PowerPoint, Word, and Excel.
- Advanced level of proficiency in both French and English.
Skills
- Service orientation
- Collaboration
- Problem-solving
- Analytical skills
- Judgment
- Autonomy
- Initiative
- Thoroughness
- Prioritization
- Time management
- Active listening
- Diplomacy
- Relationship building
- Communication
- Presentation skills
- Knowledge sharing
- Microsoft Office Suite (PowerPoint, Word, Excel)
- French proficiency
- English proficiency
Location
- Quebec / 1080, Grande Allee West
- Montreal / 1981 McGill College Avenue
- Toronto / 26 Wellington Street East
Work Type
- Hybrid
Experience Level
- More than five years of experience
Education Level
- College diploma
Salary/Compensations
- Between $66,862 and $96,093
Benefits
- Flexible group insurance
- Competitive pension plan
- Employee share purchase plan
- Vacation, wellness days, and personal development days
- Telemedicine
- Employee and Family Assistance Program
- Ergonomic office furniture program
- Performance bonus
- Discounts on iA products
About the Company
- iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
- We have earned the trust of our more than four million clients and 25,000 advisors.
- We are a key player in the financial services industry in Canada and the United States with over $200 billion in assets and half a billion invested in technological innovation.
- We invest in our employees, believing that supporting them and surrounding ourselves with reputable leaders will allow us to continue to innovate.
- At iA, we’re invested in you.
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.
- If you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.