Inside Sales Specialist

iA Financial Group (Industrial Alliance)

. Act as the primary point of contact for administrative and sales support requests from advisors, Sales Directors, and internal team members .

Posted 10/5/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$47,544 - CA$79,785 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills to effectively manage administrative and sales support functions, ensuring a seamless experience for advisors and internal stakeholders. Proficient in leveraging digital tools and platforms to enhance advisor engagement and track sales activities.

Highest-signal resume keywords

Customer ServiceRelationship BuildingMicrosoft Office ProficiencySales SupportInsurance Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales SupportActivity TrackingInventory ManagementPresentation DevelopmentFollow-Up ActivitiesAdvisor SegmentationDocumentation AccuracyDigital CommunicationMarketing Platforms KnowledgePost-Secondary Education

Soft Skills

Organizational SkillsAttention to DetailEffective CommunicationCollaborationAdaptability

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft TeamsConstant Contact

Industry Keywords

Insurance IndustrySales ConceptsBusiness DevelopmentAdvisor EngagementSales Campaigns

About the role

Key responsibilities & impact

Act as the primary point of contact for administrative and sales support requests from advisors, Sales Directors, and internal team members
Process or direct requests efficiently while ensuring timely follow-up and resolution
Collaborate with internal stakeholders to coordinate responses and provide a seamless advisor experience
Communicate business updates, sales initiatives, and announcements to advisors, Business Development Managers, and MGA partners
Manage and maintain inventory of sales concepts, presentations, and supporting sales materials
Distribute sales concepts and presentations to advisors as needed
Conduct follow-up activities related to sales campaigns, business initiatives, and major communications
Proactively reach out to newly contracted advisors to introduce available sales support services and resources
Track sales activities and outcomes, providing visibility and insights to the sales team
Produce customized advisor and sales contact lists to support business development activities
Maintain advisor segmentation information and accurate internal documentation
Leverage internal tools and digital platforms to support advisor engagement, activity tracking, and case management

Requirements

What you’ll need

Recognized for outstanding customer service and relationship-building skills
Ability to manage multiple priorities and adapt to changing business needs in a deadline-driven environment
Strong organizational skills, accuracy, and attention to detail
Effective communication and collaboration with internal teams, advisors, and business partners
High proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Teams
Knowledge of digital communication and marketing platforms such as Constant Contact or similar tools
Completed post-secondary studies in administration, finance, or a related field
Previous experience in the insurance industry considered a strong asset
Advanced level of English proficiency

Benefits

Comp & perks

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
Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation and wellness/personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products