Inside sales specialist

Job Description

Build the future with us Are you driven by collaboration, service excellence, and supporting sales growth in an insurance‑focused environment? As an Inside Sales Specialist, you will play a key role in optimizing the sales process by acting as the primary point of contact for administrative, sales, and operational support to Sales Directors, Associates, and financial advisors/MGAs. This position represents an excellent opportunity to leverage your knowledge of the financial services industry, your analytical skills, and your client‑focused approach within a company where people and their development are at the core of our priorities—fostering a collaborative and innovative environment. What you’ll accomplish with us As an Inside Sales Specialist, you will be at the heart of our mission. Here are the main responsibilities: Providing accurate and efficient administrative and sales support to advisors and internal teams, particularly in relation to insurance and financial products, sales structures, regulatory documentation, and internal processes; Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams (operations, compliance, marketing, and investments) to ensure clear communication; Managing, maintaining, and distributing sales concepts, tools, and presentations related to financial solutions, including inventory management in collaboration with the sales team; Supporting advisor engagement and development by onboarding advisors, presenting available tools and support, and conducting follow‑ups after sales activities, training sessions, or strategic announcements; Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility to support sales performance and decision‑making; Producing customized lists of advisors, partners, and sales contacts, while maintaining up‑to‑date advisor segmentation based on business profile, potential, and client needs. What could accelerate your success in this role We’re looking for someone who: Has post‑secondary education in administration, finance, insurance, investments, or a related field; Demonstrates strong customer service orientation, excellent organizational skills, and high accuracy; Stands out through advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and the ability to use digital platforms such as Constant Contact or equivalent tools; Shows a strong ability to prioritize effectively, adapt to constant change, and deliver precise work in a fast‑paced, high‑pressure sales support environment; Has experience in the insurance and/or financial services industry, or in a support role related to these sectors (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 remote environment. 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! The typical hiring range for this position is between $51,000 and $65,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market‑based compensation structure. Our market data is updated annually to reflect the most current market conditions. Location(s) Vancouver / 988 Broadway West Other Possible Location(s) Calgary / 401 9 Ave SW Company iA Financial Group Posting End Date 2026-06-21 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.