Job Description

Sales Associate (Inside Wholesaler), Investments

Build the future with us

Are you driven by helping clients feel confident and secure about their future and eager to contribute to the purpose of a company that values trust and growth? Do you enjoy building and maintaining strong relationships and have experience in the life insurance or investment industry? If so, we might have the perfect position for you!

As a Sales Associate (Inside Wholesaler), Investments, you will play a key role in promoting iA’s investment products—including segregated funds, HISA and GICs—as well as our services to independent financial advisors through the MGA network. You will be responsible for developing and nurturing business relationships not only with advisors but also with the administrative staff within MGA offices.

This role offers an excellent opportunity to showcase your skills and reach your full 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 in close collaboration with your territory Sales Director in developing a business plan to achieve sales objectives.

• Produce and deliver training to MGA advisors on iA products, sales concepts, and illustration software.

• Understand the business model of the advisors and Business Development Managers (BDMs) in the MGA network.

• Run portfolio recommendations.

• Prepare and drive Sales campaigns on iA products.

• Solicit new business and maintain contact with advisors.

• Use our CRM software to increase sales.

• Create and revise presentations using Power Point software.

• Hold regular touch point (in-person, virtual, phone, email, etc.) with the advisors assigned to you for prospecting, increasing sales growth, and recognition.

• Propose, create, and share growth ideas and concepts.

• Attendance at planned conferences, road shows, presentations, and organized events for supporters during evening and weekend hours, as required.

• Reviewing sales reports for strategic prospecting.

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their excellent interpersonal skills and ability to influence and motivate business partners.

• Stands out for their strong training capabilities, including leading, teaching, coaching, and motivating others.

• Demonstrates strong organizational and planning skills with the ability to meet tight deadlines and delegate effectively.

• Is recognized for their ability to work independently as well as collaboratively within a team environment.

• Has experience in the individual insurance industry or brokerage environment and holds a Bachelor’s Degree or College Diploma.

• Has excellent written communication skills.

• Knowledge of French is considered an asset.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.

• 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.

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

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

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company Overview

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.

iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

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, please Contact us here. Someone from our team will be happy to assist you with your needs.