iA Financial Group (Industrial Alliance)

Sales Associate, Inside Wholesaler, Investments

iA Financial Group (Industrial Alliance)

full-time

Posted on:

Location Type: Hybrid

Location: Québec • Canada

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About the role

  • Work closely with the sales director for your territory to develop a business plan to achieve sales targets.
  • Produce and deliver training to MGA advisors on iA products, sales concepts and illustration software.
  • Understand the business model of advisors and business development directors (BDC) within the MGA network.
  • Execute portfolio recommendations.
  • Prepare and run sales campaigns for iA products.
  • Solicit new business and maintain ongoing contact with advisors.
  • Use our CRM software to drive sales growth.
  • Create and revise presentations using PowerPoint.
  • Maintain regular touchpoints (in-person, virtual, phone, email, etc.) with assigned advisors to prospect, drive sales growth and increase awareness.
  • Propose, create and share growth ideas and concepts.
  • Attend conferences, trade shows, presentations and events organized for supporters during evenings and weekends as needed.
  • Review sales reports for a strategic prospect.

Requirements

  • Recognized for excellent interpersonal skills and the ability to influence and motivate business partners.
  • Demonstrates strong training capabilities, including leading, teaching, coaching and motivating others.
  • Strong organizational and planning skills with the ability to meet tight deadlines and delegate effectively.
  • Able to work independently as well as collaboratively within a team environment.
  • Experience in the individual insurance industry or brokerage environment and possession of a bachelor’s degree or college diploma.
  • Excellent written communication skills.
  • Knowledge of French is considered an asset.
Benefits
  • A work environment where learning and development merge with a collective pursuit of excellence.
  • A healthy, safe, fair and inclusive workplace where potential can be freely expressed and developed.
  • The opportunity to work in a hybrid environment, supported by flexible arrangements and access to inspiring, innovative workspaces.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales trainingbusiness planningportfolio recommendationssales campaignsCRM softwarepresentation creationsales reporting
Soft Skills
interpersonal skillsinfluencingmotivatingorganizational skillsplanning skillsindependent workteam collaborationwritten communication