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
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.
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!
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 email@example.com.