Sales Associate – Investment Products (Asian Market)

About the role

iA Financial Group is hiring a Sales Associate in Toronto to support the Asian market. You will promote iA's investment products, including segregated funds, high-interest savings accounts (HISAs) and guaranteed investment certificates (GICs), and the services it offers independent financial advisors through the Managing General Agency (MGA) network. Working closely with the territory Sales Director, you will build relationships with advisors, Business Development Managers and administrative teams in MGA offices.

Key responsibilities

• Work with the territory Sales Director to develop and execute a business plan to meet sales objectives.
• Promote iA's investment products and services to independent financial advisors within the MGA network.
• Build and maintain relationships with advisors, Business Development Managers and administrative teams in MGA offices, and understand their business models, client segments and growth opportunities.
• Deliver training to MGA advisors on iA products and sales concepts, and prepare portfolio recommendations based on advisors' and clients' needs.
• Prepare, coordinate and run sales campaigns, and proactively pursue new business while keeping in touch with existing advisors.
• Use Salesforce to manage relationships, document activities, identify opportunities and support prospecting.
• Maintain regular contact with assigned advisors through in-person meetings, virtual meetings, calls and email.
• Share ideas and strategies that support advisor growth, review sales reports and data, and attend conferences, roadshows and presentations, including occasional evening and weekend events.

Required profile

• Minimum of five years of experience in life insurance, investment or financial services.
• Bachelor's degree, college diploma, or a combination of education and relevant experience.
• Strong knowledge of investment products, financial services distribution and the independent advisor or MGA environment.
• Excellent interpersonal skills and ability to build trusted, long-term relationships.
• Experience using Salesforce or a comparable CRM platform.
• Proficiency in Mandarin is a significant asset.
• Completion of the Canadian Securities Course (CSC) or the Life Licence Qualification Program (LLQP) is an asset.

Required skills

• Strong presentation, facilitation, training, coaching and communication skills.
• Organizational and planning skills, able to manage multiple priorities and tight deadlines.
• Strong written and verbal communication.
• Microsoft PowerPoint, including creating and delivering professional presentations.

What we offer

• Typical hiring range of 65,000 to 80,000 CAD per year plus bonus; base salary varies with experience and internal equity.
• Hybrid work environment with flexible workspaces.
• Group insurance, retirement savings plan, employee share purchase plan, vacation and wellness days, telemedicine, EAP, performance bonus and discounts on iA products.