Sales Associate

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

Build the future with us

Are you driven by helping clients feel confident and secure about their future and eager to contribute to the purpose of a company that values trust and growth? As a Sales Associate, you will play a key role in promoting investment products and services to independent financial advisors through the MGA network, while building and maintaining strong business relationships.

Do you enjoy creating lasting connections and have experience in the life insurance or investment industry? We might have the perfect position for you! This role offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As a Sales Associate you’ll be at the core of our mission. Here are the main responsibilities:

• Collaborate with Sales Directors and BDMs to develop and implement business plans that achieve sales objectives.
• Promote iA products and execute sales campaigns while soliciting new business and sharing growth ideas.
• Deliver training to advisors on products, sales concepts, and tools, and maintain regular touchpoints for support and reinforcement.
• Analyze advisor business models and provide portfolio recommendations to support strategic decisions.
• Leverage CRM systems and create impactful presentations to optimize sales efforts.
• Review sales reports to identify opportunities and refine prospecting strategies.
• Represent the company at conferences, roadshows, and events, including occasional evenings and weekends.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their excellent interpersonal skills and ability to influence and motivate business partners.
• Stands out for their strong training capabilities, including leading, teaching, coaching, and motivating others.
• Demonstrates strong organizational and planning skills with the ability to meet tight deadlines and delegate effectively.
• Is recognized for their ability to work independently as well as collaboratively within a team environment.
• Has experience in the individual insurance industry or brokerage environment and holds a Bachelor’s Degree or College Diploma.
• Has excellent written communication skills.

Why you’ll love working with us

• 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.

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!