Sales Associate

Industrial Alliance Insurance and Financial Services Inc; 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, wellness days, and personal;

Telemedicine services

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

Industrial Alliance Insurance and Financial Services Inc. in Toronto seeks a Sales Associate to promote iA’s investment products to independent advisors within the MGA network, focusing on the Asian market.

The role involves developing advisor relationships, delivering product training, and creating portfolio recommendations. You’ll use Salesforce and PowerPoint to support campaigns and growth, in a hybrid work environment with occasional events.

Qualifications

• Minimum five years of experience in life insurance, investment or financial services.
• Bachelor’s degree or college diploma; relevant education plus experience considered.
• Strong knowledge of investment products, distribution, and independent advisor/MGA environment.
• Excellent interpersonal, presentation, and communication skills.
• Proven ability to train, coach, and manage multiple priorities with tight deadlines.
• Experience using Salesforce and PowerPoint for client engagement and presentations.
• CSC or LLQP is an asset; Mandarin proficiency is an asset for Asian market focus.

Responsibilities

• Promote iA’s investment products and services to independent financial advisors within the MGA network.
• Develop and nurture relationships with advisors, Business Development Managers, and MGA teams.
• Deliver training to MGA advisors on iA products and sales concepts.
• Develop portfolio recommendations reflecting advisors’ and clients’ needs.
• Prepare, coordinate, and execute sales campaigns supporting iA priorities.
• Identify and pursue new business opportunities while maintaining advisor contacts.
• Use Salesforce to manage relationships, document activities, and support prospecting.
• Attend conferences, roadshows, and events, including occasional evenings and weekends.

Skills

Life insurance

Investment products

Relationship building

Presentation skills

Training and coaching

CRM Salesforce

PowerPoint

Education

Bachelor's degree

College diploma

Canadian Securities Course (CSC)

Life Licence Qualification Program (LLQP)

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?

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

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

• 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

We’re looking for someone who:

• 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!

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.