Inside Sales Specialist

Build the future with us

Are you driven by collaboration, service excellence, and a passion for supporting sales growth? 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 and sales support for Sales Directors, associates, and MGA advisors.

This role is designed to ensure smooth communication between advisors and internal teams while providing efficient, timely, and structured sales support. It is an excellent opportunity to leverage your organizational, coordination, and customer‑focused skills in an environment where people, collaboration, and continuous improvement are at the heart of our priorities

What you’ll accomplish with us
As an Inside Sales Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

• Provide timely and accurate sales and administrative support by responding to requests from advisors and internal team members, and routing or processing requests as required.
• Act as a key liaison between advisors, BDMs, MGAs, and internal teams to ensure clear communication, timely responses, and consistent follow‑up.
• Manage, maintain, and distribute sales concepts and presentations, including overseeing inventory in collaboration with the sales team.
• Support advisor engagement by contacting new advisors to explain available support and conducting follow‑ups after sales activities and major announcements.
• Track sales activities and results, providing visibility and insights to support sales performance and decision‑making.
• Produce customized advisor and sales contact lists and maintain accurate advisor segmentation within internal documentation.

What could accelerate your success in this role
We’re looking for someone who:

• Is known for their strong customer service orientation, excellent organizational skills, and keen attention to detail, supported by post‑secondary studies in administration, finance, or a related field.
• Stands out for their advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and their ability to leverage digital platforms such as Constant Contact or equivalent tools.
• Demonstrates strong ability to prioritize effectively, adapt to constant change, and perform accurately under tight deadlines in a fast‑paced sales support environment.
• Is recognized for their effective use of sales and case‑management tools, including EVO (desktop and web), Document Centre, My Clients, Business Tracker, WebArch, Workflow, FASAT / Salesforce, and Microsoft Teams to support advisors and track activities.
• Has experience working in or supporting the insurance industry, which is considered an asset, along with hands‑on experience supporting advisor networks and sales teams.
• Has an advanced level of English proficiency, as the role involves delivering presentations in English and collaborating regularly with colleagues in throughout Canada.
• Fluency in Mandarin is required as you will need to effectively communicate with Mandarin‑speaking stakeholders.

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.

• Competitive benefits: 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, and much more!

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 $51,376 and $96,093 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.

iA Financial Group

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