Inside Sales Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Delivering precise and efficient administrative and sales support to advisors and internal teams, particularly regarding insurance and financial products, sales structures, regulatory documentation, and internal processes.

• Serving as a vital link between financial advisors, BDMs, MGAs, and internal teams to ensure effective communication.

• Overseeing, maintaining, and distributing sales concepts, tools, and presentations related to financial solutions, including inventory management in collaboration with the sales team.

• Enhancing advisor engagement and development by onboarding advisors, showcasing available tools and support, and conducting follow-ups after sales activities, training sessions, or strategic announcements.

• Monitoring and analyzing sales activities and outcomes to provide relevant metrics, reports, and improved visibility to support sales performance and decision-making.

• Generating customized lists of advisors, partners, and sales contacts while ensuring up-to-date advisor segmentation based on business profile, potential, and client needs.

⛳️ Requirements

• Post-secondary education in administration, finance, insurance, investments, or a related discipline.

• Strong customer service focus, exceptional organizational skills, and a high level of accuracy.

• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and the capability to use digital platforms such as Constant Contact or similar tools.

• Strong capability to prioritize effectively, adapt to ongoing changes, and produce accurate work in a fast-paced, high-pressure sales support environment.

• Experience in the insurance and/or financial services industry, or in a support role connected to these sectors (Asset).

🏝️ Benefits

• A work environment where learning and development intertwine with a shared commitment to excellence.

• A healthy, safe, fair, and inclusive workplace where potential can be openly expressed and nurtured.

• The chance to work in a remote setting.