Inside Sales Specialist

iA Financial Group (Industrial Alliance)

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.

Posted 6/12/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$51,000 - CA$65,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

administrative supportsales supportinventory managementsales analysisreportingcustomer serviceonboardingtrainingfinancial productsregulatory documentation

Soft Skills

organizational skillscommunicationprioritizationadaptabilityaccuracyengagementteam collaborationproblem-solvingtime managementattention to detail