Sales Associate

iA Financial Group (Industrial Alliance); Toronto; Hybrid; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and个人

Telemedicine services

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group in Canada seeks a Sales Associate to support the Asian market, promoting investment products to independent advisors through the MGA network. You will partner with the territory Sales Director to build relationships with advisors and administrative teams across MGA offices.

You will deliver training on iA products, develop portfolio recommendations, and lead campaigns to support growth. Strong communication and CRM skills are essential.

Qualifications

• Five years of experience in life insurance, investments, or financial services.
• Bachelor’s degree or college diploma or equivalent experience.
• Knowledge of investment products, distribution, and MGA environment.
• Strong interpersonal and relationship-building abilities.
• Excellent presentation, training, coaching, and communication skills.
• Proven ability to manage multiple priorities and meet deadlines.
• Experience with Salesforce or similar CRM.
• Ability to create and deliver professional presentations.

Responsibilities

• Develop and execute a business plan with the Territory Sales Director to meet sales objectives.
• Promote iA’s investment products and services to independent financial advisors in the MGA network.
• Build and maintain relationships with advisors, Business Development Managers, and MGA office staff.
• Deliver training to MGA advisors on iA products and sales concepts.
• Develop portfolio recommendations reflecting advisor and client needs.
• Coordinate and execute sales campaigns aligned with iA priorities.
• Identify new business opportunities while maintaining contact with existing advisors.
• Use Salesforce to manage relationships and identify opportunities for growth.
• Attend conferences, roadshows, and events, including occasional evenings and weekends.

Skills

Interpersonal skills

Sales experience

Presentation skills

Communication skills

Organization skills

Mandarin (asset)

Education

Bachelor’s degree

Tools

Salesforce

PowerPoint

Job description

Build the future with us

Are you passionate about helping clients feel confident and secure about their future? Do you enjoy building strong business relationships and have experience in the life insurance, investment, or broader financial services industry?

Description

Build the future with us

Are you passionate about helping clients feel confident and secure about their future? Do you enjoy building strong business relationships and have experience in the life insurance, investment, or broader financial services industry?

As a Sales Associate supporting the Asian market, you will play a key role in promoting iA’s investment products, including segregated funds, high-interest savings accounts (HISAs), and guaranteed investment certificates (GICs), as well as our services to independent financial advisors through the Managing General Agency (MGA) network.

Working closely with your territory Sales Director, you will develop and nurture relationships with advisors, Business Development Managers, and administrative teams within MGA offices. Your knowledge of the industry, understanding of client needs, and ability to communicate effectively will contribute directly to business development and sales growth.

This position is a great 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

• Work closely with the territory Sales Director to develop and execute a business plan designed to achieve sales objectives.
• Promote iA’s investment products and services to independent financial advisors within the MGA network.
• Build and maintain strong business relationships with advisors, Business Development Managers, and administrative teams in MGA offices.
• Develop a strong understanding of advisors’ business models, needs, client segments, and growth opportunities.
• Deliver training to MGA advisors on iA products and sales concepts.
• Develop portfolio recommendations that reflect advisors’ and clients’ needs.
• Prepare, coordinate, and execute sales campaigns supporting iA products and business priorities.
• Proactively identify and pursue new business opportunities while maintaining regular contact with existing advisors.
• Use Salesforce to manage business relationships, document activities, identify opportunities, support strategic prospecting, and contribute to sales growth.
• Maintain regular contact with assigned advisors through in-person meetings, virtual meetings, telephone calls, and email communications.
• Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
• Review sales reports and business data to identify opportunities and prioritize prospecting activities.
• Attend conferences, roadshows, presentations, and other organized events, including occasional evening and weekend activities, as required.
• Contribute to the development of iA’s presence and relationships within the Asian market.

What Could Accelerate Your Success In This Role

• Has a minimum of five years of experience in the life insurance, investment, or financial services industry.
• Holds a bachelor’s degree, college diploma, or a combination of education and relevant industry experience.
• Has strong knowledge of investment products, financial services distribution, and the independent advisor or MGA environment.
• Is known for their excellent interpersonal skills and ability to establish trusted, long-term business relationships.
• Demonstrates strong presentation, facilitation, training, coaching, and communication skills.
• Has strong organizational and planning skills and can effectively manage multiple priorities and tight deadlines.
• Demonstrates strong written and verbal communication skills.
• Has experience using Salesforce or a comparable customer relationship management platform.
• Has strong proficiency with Microsoft PowerPoint and is comfortable creating and delivering professional presentations.
• Is available to attend occasional conferences, roadshows, presentations, and business events outside regular working hours.
• Has completed the Canadian Securities Course (CSC) or the Life Licence Qualification Program (LLQP), which would be considered an asset.
• Has proficiency in Mandarin, which would be considered a significant asset given the role’s focus on developing and supporting relationships within the Asian market.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• AI is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth.
• 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.

Competitive Benefits

• Flexible group insurance plans
• Competitive retirement savings plan
• Employee share purchase plan
• Vacation program, wellness days, and personal development days
• Telemedicine services
• Employee and Family Assistance Program
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products
• And much more!

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

The typical hiring range for this position is between 65 000$ and 80 000$ CAD per year (+ bonus); the base salary offered may vary depending on the knowledge, skills, years of experience, and internal equity related to the role. This position also offers an attractive incentive compensation program and a comprehensive benefits package. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect current market conditions.