About the role

Sales support specialist supporting iA Financial Group’s insurance advisors and distribution networks. Resolving complex cases, delivering training, and improving sales processes and tools.

Responsibilities

Provide personalized, end-to-end service to various sales force stakeholders and ensure their requests are handled efficiently.
Provide technical, administrative, and educational support related to processes, systems, tools, and products.
Act as a resource to facilitate understanding of administrative and operational requirements.
Analyze complex cases, unusual situations, and exception requests; recommend appropriate solutions and coordinate follow-up through to resolution.
Support vice-presidents, regional directors, and other sales force partners with relevant information and documentation.
Participate in meetings when expertise is required.
Maintain expertise regarding processes, procedures, systems, products, and changes impacting the sales force.
Help ensure information is communicated clearly and consistently.
Design, enhance, and deliver training sessions, learning capsules, reference tools, and other content.
Identify pain points, trends, and recurring questions and recommend improvements to processes, tools, and ways of working.
Promote awareness and use of digital and electronic tools among the sales force.
Contribute to a structured approach to team support and follow-up.
Bring significant or recurring issues to management’s attention and contribute to service evolution initiatives.

Has a college diploma in a relevant field and more than five years of experience in a related field.
Has extensive knowledge of individual insurance products, systems, processes, and administrative procedures.
Has an excellent understanding of the realities, needs, and challenges faced by financial advisors and various distribution networks.
Is recognized for their excellent analytical, problem-solving, and judgment skills, particularly when dealing with complex or unusual situations.
Demonstrates a high degree of autonomy, initiative, and thoroughness, as well as an excellent ability to prioritize and manage multiple files simultaneously.
Stands out for their strong service orientation, active listening skills, diplomacy, and ability to build trusted relationships with stakeholders at various levels.
Has excellent communication skills and the ability to explain technical or complex information in clear and accessible terms.
Is comfortable structuring, developing, and presenting content, as well as sharing knowledge in an engaging and educational manner.
Is proficient with the Microsoft Office suite, particularly PowerPoint, Word, and Excel.
Has an advanced level of proficiency in both French and English, as the successful candidate will be required to communicate daily via email and phone with English-speaking clients and partners across Canada.

A work environment where learning and development come together with a shared pursuit of excellence.
Artificial intelligence is in everyone’s hands, helping you increase your personal effectiveness while contributing to the organization’s growth.
A healthy, safe, equitable, and inclusive environment where everyone can freely realize and develop their potential.
The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.
Competitive benefits
Flexible group insurance
Competitive pension plan
Employee share purchase plan
Vacation, wellness days, and personal development days
Telemedicine
Employee and Family Assistance Program
Ergonomic office furniture program
Performance bonus
Discounts on iA products