Inside Sales Specialist
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Job Description
Inside Sales Specialist optimizing sales processes within iA Financial Group's insurance-focused environment. Collaborating with financial advisors and internal teams to enhance sales performance and deliver support.
Responsibilities:
- 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
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