Inside Sales Specialist

Inside Sales Specialist

Build the future with us

Are you driven by sales support and relationship management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As a 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. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

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What you’ll accomplish with us

As a Inside Sales Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

• Acting as the primary point of contact for administrative and sales support requests from advisors, Sales Directors, and internal team members.
• Processing or directing requests efficiently while ensuring timely follow-up and resolution.
• Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
• Communicating important business updates, sales initiatives, and announcements to advisors, Business Development Managers (BDMs), and MGA partners.
• Managing and maintaining the inventory of sales concepts, presentations, and supporting sales materials.
• Distributing sales concepts and presentations to advisors as needed.
• Conducting follow-up activities related to sales campaigns, business initiatives, and major communications.
• Proactively reaching out to newly contracted advisors to introduce available sales support services and resources.
• Tracking sales activities and outcomes, providing visibility and insights to the sales team.
• Producing customized advisor and sales contact lists to support business development activities.
• Maintaining advisor segmentation information and ensuring internal documentation remains accurate and up to date.
• Leveraging internal tools and digital platforms to support advisor engagement, activity tracking, and case management.

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What could accelerate your success in this role

We’re looking for someone who:

• Is 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.
• Is 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.
• Has completed post-secondary studies in administration, finance, or a related field.
• Brings previous experience in the insurance industry, which would be considered a strong asset
• Advanced level of English proficiency required, as the role involves to communicate, provide sales support, share business updates and sales materials, and collaborate with advisors, MGA partners, and internal stakeholders on a regular basis..

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Why you’ll love working with us

A work environment where learning and development merge with a collective pursuit of excellence;

AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;

A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

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Competitive Benefits

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and personal development days

Telemedicine services

Employee and Family Assistance Program (EFAP)

Ergonomic furniture program

Performance bonus

Discounts on iA products

And much more!

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Apply now and get ahead of your career, where your talent really belongs!

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Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!

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The typical hiring range for this position is between $47 544 and $79 585 CAD; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

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.

Please note that 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.