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iA Financial Group (Industrial Alliance) is a major Canadian insurance and wealth management organization serving clients in Canada and the United States. Founded in 1892 and publicly traded on the Toronto Stock Exchange, the company provides insurance and broader financial services built around client-focused planning and long-term financial needs. Its work spans the finance and insurance sectors, supported by a large team operating across North American markets.
Inside Sales Specialist - iA Financial Group (Toronto Hybrid)
Support advisors, sales leaders, and MGA partners through sales administration, communications, materials management, activity tracking, and business development coordination at iA Financial Group.
Description
- Serve as the primary contact for administrative and sales support requests from advisors, Sales Directors, and internal teams
- Process or route requests promptly and ensure consistent follow-up through resolution
- Coordinate with internal stakeholders to deliver timely responses and a smooth advisor experience
- Share business updates, sales initiatives, and announcements with advisors, Business Development Managers, and MGA partners
- Maintain inventories of sales concepts, presentations, and related sales materials
- Distribute sales concepts and presentations to advisors when required
- Follow up on sales campaigns, business initiatives, and major communications
- Contact newly contracted advisors to explain available sales support services and resources
- Monitor sales activities and results to provide the sales team with actionable visibility
- Create tailored advisor and sales contact lists for business development efforts
- Keep advisor segmentation data and internal documentation accurate and up to date
- Use internal tools and digital platforms to support advisor engagement, activity tracking, and case management
Requirements
- Demonstrated strength in customer service and relationship building
- Ability to balance competing priorities and adjust to changing business needs in a deadline-driven setting
- Strong organization, accuracy, and attention to detail
- Clear communication and effective collaboration with internal teams, advisors, and business partners
- Advanced proficiency in Microsoft Office, including Word, Excel, PowerPoint, Outlook, and Teams
- Familiarity with digital communication and marketing platforms such as Constant Contact or comparable tools
- Post-secondary education in administration, finance, or a related discipline
- Insurance industry experience is considered a strong asset
- Advanced English proficiency
Benefits
- A culture that combines learning and development with a shared commitment to excellence
- A healthy, safe, equitable, and inclusive workplace that supports individual growth
- Hybrid work with flexibility and access to inspiring, innovative workspaces
- Flexible group insurance coverage
- Competitive pension plan
- Employee stock purchase plan
- Vacation plus wellness and personal development days
- Telemedicine services
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
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