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Inside Sales Associate (Calgary)

  • Employer: iA Excellence
  • City: Calgary
  • Job category: Sales and Business Development
  • Job ID: J0718-1300
  • Job type: Regular full time

Company Overview

Do you want to work for a growing, dynamic team that encourages continuous improvement, success and team work?

A member of iA Financial Group, iA Excellence has been well-established in Quebec for more than 50 years and is expanding its operations across Canada. We offer a wide range of income protection and medical care insurance products to individuals, businesses and professional associations.

Our mission can be summed up in one word: Satisfaction. We are determined to guarantee the satisfaction of our clients by protecting their lifestyle through individual products adapted to their needs and the satisfaction of our employees by providing challenges and a stimulating work environment.


Reporting to the vice-president of sales, the incumbent will work closely with our sales directors to provide sales support to World Financial Group (WFG) advisors, within the territory.

What will I be doing?
You’ll be answering sales, product and software questions that will come from WFG advisors. We’ll also need you to prepare quotes and provide product and software training over the phone and via webinars. You’ll coordinate various events (seminars and meetings), which will include: inviting advisors and participants, sending promotional emails, sending thank you notes/cards and following up with attendees.

You’ll be responsible for maintaining up-to-date distribution lists and contact information for WFG advisors and act as a liaison between the advisors and the iA Excellence Head Office's administrative personnel when issues arise. You’ll also be responsible for booking appointment(s) between WFG advisors and our sales directors.

What will I need to be successful?
We’re looking for a highly motivated and very organized individual. We want you to take the initiative to proactively phone advisors with good sales potential and assist with building and strengthening relationships to identify which advisors should be met by our sales directors.


Education and Experience:
• university degree
• 4 to 5 years of relevant experience in the insurance industry or in a brokerage environment

• highly developed communications and presentation skills
• ability to function well in pressure situations, flexibility and diplomacy

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.