Sales Specialist, Contract Sales

2 weeks ago


Montreal, Quebec, Canada iA Financial Group Full time
Customer Service and Administrative Support

Permanent / Full-time / Almost 100% Remote/ Montreal
MRa is a life and health insurance firm and policy administrator.

We are looking for an agent in our sales team who will be responsible for processing new customized applications and working closely with our sales force.

Under the supervision of the Director of Administration and Customer Service, the incumbent will :

  • Process insurance applications and contract amendments
  • Ensure that submitted applications and transactions comply with business and regulatory rules
  • Follow up on incomplete files with the sales force
  • Respond by telephone and email to questions from customers and representatives on business rules for new sales, modifications and product offerings
  • Perform various related administrative tasks within the framework of business and compensation processes
  • Knowledge of insurance distribution (an asset)
  • Knowledge of life and health insurance (an asset)
  • Financial advisor designation (an asset)
Ability to adapt to change (and learn new administrative systems)

  • Excellent oral and written French and English language skills, due to frequent interaction with English and Frenchspeaking clients across Canada
A permanent position

  • Work done mainly from home
  • A full range of benefits, including group insurance, pension plan and stock purchase plan
  • Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States.

Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity.

We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here .



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