Sales Team Support Specialist
iA Financial Group
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Benefits offered by this job
Job summary
iA Financial Group in Canada seeks a Sales Team Support Specialist to assist internal sales teams and distribution networks. You will handle complex cases, provide guidance on processes and products, and contribute to continuous improvement.
Strong communication, bilingual skills in French and English, and MS Office proficiency are essential. The role offers a hybrid work environment, competitive benefits, and opportunities to support strategic initiatives across Canada.
Qualifications
- Has a college diploma in a relevant field and more than five years of experience in a related field.
- Extensive knowledge of individual insurance products, systems, processes, and administrative procedures.
- Excellent understanding of the realities and challenges faced by financial advisors and distribution networks.
- Strong analytical, problem-solving, and judgment skills for complex situations.
- Autonomy, initiative, and ability to manage multiple files simultaneously.
- Strong service orientation, active listening, diplomacy, and ability to build trusted relationships.
- Excellent communication skills and ability to explain technical information clearly.
- Experience structuring, developing, and presenting content; sharing knowledge effectively.
- Proficiency with Microsoft Office: PowerPoint, Word, Excel.
- Bilingual in French and English for daily communication with clients and partners across Canada.
Responsibilities
- Provide personalized, end-to-end service to various sales force stakeholders.
- Offer technical, administrative, and educational support related to processes, systems, tools, and products.
- Analyze complex cases and coordinate follow-up to resolution.
- Support executives and partners by providing relevant information and documentation.
- Maintain up-to-date knowledge of processes, procedures, systems, products, and changes.
- Design, deliver, and improve training sessions and knowledge-transfer materials.
- Identify pain points and recommend improvements to processes and tools.
- Promote use of digital tools and implement structured team support.
Skills
Education
Tools
Job description
Are you passionate about service, collaboration, and supporting sales teams, and looking to help provide our partners with a simple, efficient, and personalized experience? As a Sales Team Support Specialist , you will play a key role as a specialized resource for internal sales teams and our various distribution networks.
Drawing on your expertise, you will handle complex or sensitive cases, provide guidance on processes, systems, and products, and facilitate the resolution of issues involving multiple business areas. Your understanding of the realities faced by the sales force will also allow you to actively contribute to the continuous improvement of our practices and tools.
This position is a great opportunity to showcase your skills and reach your full potential within a caring and trusted company. Here, people and their development are at the heart of our priorities, creating an environment that fosters collaboration and innovation.
As a Sales Team Support Specialist , you will be at the heart of our mission. Here are your main responsibilities:
- Provide personalized, end-to-end service to various sales force stakeholders and ensure their requests are handled efficiently.
- Provide technical, administrative, and educational support related to processes, systems, tools, and products, while acting as a resource to facilitate understanding of administrative and operational requirements.
- Analyze complex cases, unusual situations, and exception requests, recommend appropriate solutions, and coordinate follow-up with various stakeholders through to resolution.
- Support vice‑presidents, regional directors, and other sales force partners by providing relevant information and documentation, and participate in meetings when your expertise is required.
- Maintain a high level of expertise regarding processes, procedures, systems, products, and changes that may impact the sales force, and help ensure information is communicated clearly and consistently.
- Design, enhance, and deliver training sessions, learning capsules, reference tools, and other content to promote knowledge transfer and team autonomy.
- Identify pain points, trends, and recurring questions, and recommend improvements to processes, tools, and ways of working to enhance operational efficiency and the quality of the service experience.
- Promote awareness and use of digital and electronic tools among the sales force and contribute to developing a structured approach to team support and follow‑up.
- Bring significant or recurring issues to management’s attention and contribute to initiatives related to service evolution and the needs of the sales force.
We are looking for someone who:
- Has a college diploma in a relevant field and more than five years of experience in a related field.
- Has extensive knowledge of individual insurance products, systems, processes, and administrative procedures.
- Has an excellent understanding of the realities, needs, and challenges faced by financial advisors and various distribution networks.
- Is recognized for their excellent analytical, problem‑solving, and judgment skills, particularly when dealing with complex or unusual situations.
- Demonstrates a high degree of autonomy, initiative, and thoroughness, as well as an excellent ability to prioritize and manage multiple files simultaneously.
- Stands out for their strong service orientation, active listening skills, diplomacy, and ability to build trusted relationships with stakeholders at various levels.
- Has excellent communication skills and the ability to explain technical or complex information in clear and accessible terms.
- Is comfortable structuring, developing, and presenting content, as well as sharing knowledge in an engaging and educational manner.
- Is proficient with the Microsoft Office suite, particularly PowerPoint, Word, and Excel.
- Has an advanced level of proficiency in both French and English, as the successful candidate will be required to communicate daily via email and phone with English‑speaking clients and partners across Canada.
- A work environment where learning and development come together with a shared pursuit of excellence.
- Artificial intelligence is in everyone’s hands, helping you increase your personal effectiveness while contributing to the organization’s growth.
- A healthy, safe, equitable, and inclusive environment where everyone can freely realize and develop their potential.
- The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.
- Flexible group insurance
- Competitive pension plan
- Employee share purchase plan
- Vacation, wellness days, and personal development days
- Telemedicine
- Employee and Family Assistance Program
- Ergonomic office furniture program
- Performance bonus
- Discounts on iA products
- And more!
The typical hiring range for this position is between $66,862 and $96,093. Base salary may vary depending on knowledge, skills, years of experience, and internal equity.
Quebec / 1080, Grande Allee West
Montreal / 1981 McGill College AvenueToronto / 26 Wellington Street East
iA Financial Group
2026-11-18
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, 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 125 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.
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, Contact us here. Someone from our team will be happy to assist you with your needs.
To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.
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