- Employer: iA Financial Group
- Office: 26 Wellington Street East
- Location: Toronto, Ontario
- Job category: Customer Service and Administrative Support
- Job ID: JR10023720
- Job type: Permanent Job
- Apply before: 2025-08-08
Description
The Inside Sales Specialist will be the point of contact for all administrative support for Sales Directors, Sales associates and MGA Advisors.
More specifically, your duties will be:
- Answering incoming new sales support related requests sent by Advisors or members of the team.
- Answering or forwarding to proper resources incoming admin related requests on a timely manner.
- Coordinating with other internal teams to ensure that inquiries from advisors will be answered in a timely manner.
- Keeping advisors, BDMs and MGAs informed of any relevant news.
- Managing inventory of sales concepts and presentations in collaboration with the team.
- Sharing sales concepts and presentations
- Follow ups with advisors and BDMs after sales activities and important announcements.
- Contact newly contracted advisors to explain your role and the support you can provide.
- Track results following sales activities and give visibility to the team.
- Produce customized list of advisors and sales contacts.
- Updating segmentation of advisors in internal documentation and processes.
What we are Looking For:
- Post Secondary Education in business/finance or a related subject.
- Strong ability to prioritize work and manage constant change in order to meet tight deadlines.
- Excellent Customer service skills.
- Advanced computer knowledge (Word, Excel, PowerPoint, Outlook).
- Mandarin (an asset)
- Some experience in email/digital marketing design (Constant Contact an asset, but open to other platforms).
- Strong organization skills.
- Experience in the Insurance Industry .
Invest in your talent by joining our team
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, 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 130 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.
Our commitment to Diversity and Inclusion
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, write to us. Someone from our team will be happy to assist you.
