Sales Associate

Are you a passionate Marketing professional who is looking to take the next step in their career? If so we have a great opportunity to join our close knit team as a Marketing Associate.

The Marketing Associate will contribute to increased sales revenues for life and investment products by performing the following sales development activities:

• Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies;
• Train all or any of the above individuals regarding IA products, sales concepts and illustration software, as well as the IA administrative process, including a clearer understanding of our contracting, Extranet and commission programs;
• Arranging and conducting training needs analysis for agents in consultation with their MGA's and AGA's;
• Preparing and managing training schedules and communication to agents;
• Participating in road shows for new IA products and services;
• Attending conferences a speaker, delegate or IA exhibitor;
• Making suggestions/strategies for placement of complex cases;
• Providing technical and product advice to agents. On an ad hoc basis: Case preparation, packaging of cases and specialty business such as IRIS plans, Shared Ownership and certain business/tax efficiency programs, including Cascading Life;
• Monitoring the training activities and any directly resultant increase in business;
• Receiving and recording MGA/Agents feedback regarding product/software concerns to help improve for future releases;
• Control and use of the Sales Tracker – to both track new business and support the Director of Sales.

Contribute to overall efficiency of the territory by performing the following support and administrative functions:

• Responding to inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner;
• Creating and revising presentations using Power Point software;
• Participating in product development meetings and helping review marketing material;
• Developing MGA campaigns, sales awards and certificates in to recognize personal producers;
• Occasionally providing life insurance and annuity quotes;
• Training agents via telephone or in person about using our software, our products, completion of all applications/forms.

Job Requirements (qualifications and skills):

• High School Diploma and College Marketing Diploma;
• 4 –6 years of insurance background;
• LOMA designations (ACS, AIAA), CLU, CFP, LLQP or other related qualifications;
• Very good training skills: ability to lead, teach, coach and motivate;
• Excellent interpersonal skills; ability to deal effectively with a wide variety of people. Able to influence and motivate our business partners;
• Ability to work independently as well as in a team environment;
• Excellent organization and planning skills with a strong ability to meet tight deadlines. Able to delegate effectively;
• Detail oriented;
• Excellent written communication skills;
• Excellent analytical skills and good mathematical aptitude;
• Intermediate to advanced computer knowledge (Word, Excel, PowerPoint, Outlook) and an ability to work with mainframe computer systems and a solid understanding of the Internet;
• Good knowledge of Canadian illustration software;
• Valid Driver’s License and Vehicle.

The typical hiring range for this position is from $68,000 and $101,000 annually; the base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity.

At iA, we are committed to a fair, market-based and equitable compensation structure. Our market data is refreshed on an annual basis to reflect the most current market conditions.