Sales Representative

iA Financial Group (Industrial Alliance); Saint-Eustache; Hybrid; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Start-up assistance (AMF/PQAP)

Multidisciplinary team

Continuing education

Employee benefits

Marketing tools

Technology tools

Job summary

iA Financial Group is seeking proactive and meticulous individuals to pursue a career as Financial Security Advisors. You will support clients to achieve their financial goals, acquire product knowledge, and build a client base in a flexible, self-directed environment.

The role offers the benefits of self-employment with ongoing support, extensive tools, and a multidisciplinary network. A flexible schedule, training through AMF and PQAP certifications, and access to marketing resources help

Qualifications

• Excellent social and communication abilities are essential.
• Ability to confidently present and explain financial topics.
• Strong interest in finance and advisory services.
• Ability to simplify complex concepts for clients.
• Comfort with taking on challenging client needs.
• Attention to clients' goals and expectations.
• Motivation to continuously learn and grow in finance.
• Rigorous, disciplined work style and planning skills.
• Demonstrated integrity in client interactions.
• Solid planning skills and client-focused approach.

Responsibilities

• Acquire solid understanding of our financial product range.
• Develop a business and marketing strategy to grow your client base.
• Assess and define clients' protection and savings needs.
• Contribute to clients' financial goal achievement.
• Provide advisory services tailored to clients' needs.
• Follow up with clients by phone, email, and in person.
• Stay informed about product and strategy trends.

Skills

Good social skills

Communication skills

Confidence

Interest in finance

Explain complex topics

Take on challenges

Attentiveness to others

Desire to learn

Rigorous and disciplined

Strong planning

Integrity

Job description

Work-Life Balance Professional Environment

Financial Security Advisor

Company History

A leading player in the Canadian financial industry. We have been supporting Canadians and earning their trust for over 125 years. With over 7,000 employees across the country and a leadership team comprised of dedicated and innovative managers, we hold a special place in the minds of our 25,000 representatives and 4 million clients. We are a reputable employer that values each of its employees. We place great importance on continuous improvement and encourage the sharing of ideas and teamwork in a high-performance environment. Our daily actions reflect our brand promise: we're committed to you.

Job Description

Are you an entrepreneur at heart? Do you enjoy teamwork, helping others, and have excellent communication skills? We are looking for proactive and meticulous individuals who would like to pursue a career as financial security advisors. Your role will be to support your clients in achieving their financial goals. If you are interested in advisory services, are action-oriented, and want to make a difference in people's lives, Job Responsibilities: Acquire a solid understanding of our range of financial products; Develop a business and marketing strategy to grow your client base; Establish and define your clients' protection and savings needs; Contribute to the achievement of their financial goals; Create value by offering advisory services tailored to your clients; Conduct regular client follow-ups by phone, email, and in person; Stay informed about product and strategy trends financial.

Desired Skills

• Good social and communication skills.
• Confidence in your abilities and boldness.
• Interest in finance.
• Ability to explain complex topics clearly and simply.
• Ability to take on challenges.
• Attentiveness to others and their needs.
• Desire to learn.
• Rigorous and disciplined at work.
• Strong planning skills.
• Integrity.

Being a Financial Security Advisor for iA Financial Group means: Experiencing the benefits of self-employment and receiving the support you need to achieve your professional goals.

More Specifically, You Will Have Access To

• A flexible schedule that facilitates work-life balance;
• A compensation system that rewards your performance.

Benefits

• Start-up assistance: throughout your AMF and PQAP certification training.
• Multidisciplinary team: You benefit from the experience and expertise of professionals in the network.
• Continuing education: We offer ongoing support and training to help you reach your full potential.
• Employee benefits: Access to a group insurance plan and a retirement plan.
• Marketing: You have access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials.
• Technological tools: You have access with several tools and services to propel your business development, including a equipment rental and purchase program, a customer relationship management (CRM) system, an intranet, a newsletter service, and remote technical support, etc.

Work Location

You can work alternately from home or at our offices according to a flexible schedule.

Continuous Action Leads to Success