Inside Sales Specialist supporting advisors, sales leaders, and MGA partners at iA Financial Group. Managing sales administration, communications, materials, activity tracking, and business development support.
Responsibilities
Act as the primary point of contact for administrative and sales support requests from advisors, Sales Directors, and internal team members
Process or direct requests efficiently while ensuring timely follow-up and resolution
Collaborate with internal stakeholders to coordinate responses and provide a seamless advisor experience
Communicate business updates, sales initiatives, and announcements to advisors, Business Development Managers, and MGA partners
Manage and maintain inventory of sales concepts, presentations, and supporting sales materials
Distribute sales concepts and presentations to advisors as needed
Conduct follow-up activities related to sales campaigns, business initiatives, and major communications
Proactively reach out to newly contracted advisors to introduce available sales support services and resources
Track sales activities and outcomes, providing visibility and insights to the sales team
Produce customized advisor and sales contact lists to support business development activities
Maintain advisor segmentation information and accurate internal documentation
Leverage internal tools and digital platforms to support advisor engagement, activity tracking, and case management
Requirements
Recognized for outstanding customer service and relationship-building skills
Ability to manage multiple priorities and adapt to changing business needs in a deadline-driven environment
Strong organizational skills, accuracy, and attention to detail
Effective communication and collaboration with internal teams, advisors, and business partners
High proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Teams
Knowledge of digital communication and marketing platforms such as Constant Contact or similar tools
Completed post-secondary studies in administration, finance, or a related field
Previous experience in the insurance industry considered a strong asset
Advanced level of English proficiency
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 hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
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