Hybrid Sales Associate — Financial Products & Advisor Growth

iA Financial Group; Calgary; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Calgary is looking for a Sales Associate to promote investment products and maintain relationships with independent financial advisors. The role requires excellent interpersonal skills and a Bachelor's Degree or College Diploma. You'll collaborate with Sales Directors, promote products, and deliver training while enjoying a hybrid work environment that emphasizes development and collaboration.

Benefits

Learning and development opportunities

Healthy and inclusive environment

Flexible work arrangements

Qualifications

• Driven by helping clients feel confident about their future.
• Experience in individual insurance or brokerage environment.
• Ability to meet tight deadlines and delegate effectively.

Responsibilities

• Collaborate with Sales Directors to achieve sales objectives.
• Promote products and execute sales campaigns.
• Deliver training to advisors on products and sales concepts.
• Analyze business models and provide portfolio recommendations.
• Utilize CRM systems to support sales efforts.
• Represent the company at various events.

Skills

Excellent interpersonal skills

Training capabilities

Organizational skills

Ability to influence and motivate

Strong written communication skills

Ability to work independently

Education

Bachelor’s Degree or College Diploma

Job description

A leading financial services provider in Calgary is looking for a Sales Associate to promote investment products and maintain relationships with independent financial advisors. The role requires excellent interpersonal skills and a Bachelor's Degree or College Diploma. You'll collaborate with Sales Directors, promote products, and deliver training while enjoying a hybrid work environment that emphasizes development and collaboration.