Sales Associate

• Job category: Sales and business development

Do you enjoy building and maintaining relationships and have experience in the life insurance/investment industry? We might have the perfect position for you!

As a Sales Associate, you will be responsible for promoting investment products and services to independent financial advisors through the independent advisor’s network (MGA). You will also be responsible for developing business relationships with them as well as with the administrative staff of the MGA offices.

More specifically, your key responsibilities will be:

1. Work in close collaboration with our territory Sales Directors in developing a game plan to achieve sales objectives;
2. Produce and deliver training to MGA advisors on iA products, sales concepts, and illustration software;
3. Understand the business model of the advisors and Business Development Managers (BDMs);
4. Develop/implement business plans to achieve sales objectives;
5. Prepare and drive sales campaigns on iA products;
6. Solicit new business and maintain contact with advisors;
7. Use CRM software to increase sales;
8. Create and revise presentations using PowerPoint software;
9. Hold regular touch points (in-person, virtual, phone, email, etc.) with the advisors assigned to you for prospection, reinforcement, and recognition;
10. Propose, create, and share growth ideas and concepts;
11. Attend planned conferences, road shows, presentations, and organized events for supporters during evening and weekend hours, as required;
12. Ensure coordination with BDMs;
13. Review sales reports for strategic prospecting.

Your career path looks like this:

1. Experience in the individual insurance industry/brokerage environment;
2. Bachelor’s Degree in a relevant field;
3. Good training skills: ability to lead, teach, coach, and motivate;
4. Excellent interpersonal skills: ability to deal effectively with a wide variety of people;
5. Able to influence and motivate our business partners;
6. Excellent organization and planning skills with a strong ability to meet tight deadlines;
7. Ability to work independently as well as in a team environment;
8. Excellent written communication skills;
9. 2-3 years of experience in the financial services industry;
10. Knowledge of Salesforce (asset).

Would you like to join a successful and stable company? Apply here!

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.