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Territory Sales Assistant

  • Employer: IA Clarington Inc.
  • Office: 26, Wellington Avenue East 5th floor
  • City: Toronto
  • Province: Ontario
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10007276
  • Job type: Permanent Job Full time
  • Apply before: 2021-03-19

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description

Are you highly organized and enjoy working closely with others to manage schedules? Do you like communicating with others as well as doing reports? This could be the perfect opportunity for you!

What will you be doing?

  • Book 5-10 client meetings per week for the Wholesaler with focus on filling weekly/monthly schedules;

  • Confirm upcoming meetings daily via email or phone;

  • Expense management: prepare monthly visa statements, cash and mileage expense and ensure it is submitted to finance on a monthly basis and entering expense details into our Client Relationship Management System;

  • Book flights/hotels when required

  • Answer/redirect client calls, responding to inquiries

  • Co-ordinate and keep the Wholesaler informed of all events for your designated region

  • Provide national sales desk with client list of attendee’s immediately following completion of an event to ensure Continuing Education credit certificates are issued;

  • Process all business-promotional and cooperative marketing requests from the territory

What will you bring?

  • Post-secondary education with a focus in Business, Marketing, Finance or related-discipline

  • Minimum 1-2 years of office/administrative experience

  • Strong communication skills – written & verbal

  • Knowledge of the mutual fund industry - an asset

  • IFIC and/or CSC – an asset

  • Bilingualism (English/French written and verbal) is an asset

Qualified candidates will be contacted. Thank you for your interest in iA Financial Group!

www.linkedin.com/in/taniamcewan

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.

Our Commitment

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.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia.ca.