Sales Associate - Vancouver, Canada - iA Groupe financier / iA Financial Group

Sophia Lee

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Sophia Lee

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Description
Life Insurance/Sales/_Vancouver/Work from Home/Hybrid/_ _Travel would be required as part of the role_


Are you a passionate sales and marketing professional who is looking to take the next step in their career? If so we have a great opportunity to join our close knit team as a Sales Associate.

The Sales Associate will contribute to increased sales revenues for life and investment products by performing the following sales development activities:

  • Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies;
  • Train all or any of the above individuals regarding IA products, sales concepts and illustration software, as well as the IA administrative process, including a clearer understanding of our contracting, Extranet and commission programs;
  • Arranging and conducting training needs analysis for agents in consultation with their MGA's and AGA's;
  • Preparing and managing training schedules and communication to agents;
  • Participating in road shows for new IA products and services;
  • Attending conferences a speaker, delegate or IA exhibitor;
  • Making suggestions/strategies for placement of complex cases;
  • Providing technical and product advice to agents.

On an ad hoc basis:
Case preparation, packaging of cases and specialty business such as IRIS plans, Shared Ownership and certain business/tax efficiency programs, including Cascading Life;

  • Monitoring the training activities and any directly resultant increase in business;
  • Receiving and recording MGA/Agents feedback regarding product/software concerns to help improve for future releases;
  • Control and use of the Sales Tracker to both track new business and support the Director of Sales.
Contribute to overall efficiency of the territory by performing the following support and administrative functions:

  • Creating and revising presentations using Power Point software;
  • Participating in product development meetings and helping review marketing material;
  • Developing MGA campaigns, sales awards and certificates in to recognize personal producers;
  • Occasionally providing life insurance and annuity quotes;

Job Requirements (qualifications and skills):


  • High School Diploma and College Marketing Diploma;
  • 4 6 years of insurance background;
  • LOMA designations (ACS, AIAA), CLU, CFP, LLQP or other related qualifications;
  • Very good training skills: ability to lead, teach, coach and motivate;
  • Excellent interpersonal skills; ability to deal effectively with a wide variety of people. Able to influence and motivate our business partners;
  • Ability to work independently as well as in a team environment;
  • Excellent organization and planning skills with a strong ability to meet tight deadlines. Able to delegate effectively;
  • Detail oriented;
  • Excellent written communication skills;
  • Excellent analytical skills and good mathematical aptitude;
  • Intermediate to advanced computer knowledge (Word, Excel, PowerPoint, Outlook) and an ability to work with mainframe computer systems and a solid understanding of the Internet;
  • Good knowledge of Canadian illustration software;
  • Valid Driver's License and Vehicle.

What We Can Offer You:


  • Comprehensive health and dental plan including a health spending account and wellness account
  • Pension Plan
  • Generous vacation entitlement including personal leave days
  • Support for learning and development and career growth

Compensation:


  • The typical hiring range for this position is between_ _$55 000 and $91 000 _annually_; the base pay offered is based on location and may vary depending on skills, jobrelated knowledge, experience, and internal equity. All permanent employees of iA are also entitled to an annual bonus._

Company Overview:


About:

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 50,000 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.


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

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