Investment Sales Associate
3 weeks ago
Discover
The Opportunity
Quebec City, QC | Montreal, QC
Sales and Business Development
Entry Level
Full-time
**Benefits**:
Health Insurance
Dental Insurance
Paid Time Off
Flexible Work
Retirement Plans
Life Insurance
Employee Assistance Program
Bonuses & Incentives
Assumption Life is looking for a qualified Investment Sales Associate to join its sales and marketing team.
This person must be skilled at building strong business relationships with a strong customer focus. This person plays an essential role in the business line's results in the regions assigned to them, working closely with the Quebec Business Development Directors.
This job will be entirely done remotely
What you'll do
**Responsibilities**:
Contribute to the achievement of sales targets
Learn and master the details of our product and service offering
Understand the needs, issues and/or desires of our distributors and communicate opportunities for improvement internally.
In collaboration with the team, proactively communicate with advisors to inform them about Assumption Life's various products.
Inside sales support
Onboarding process for all new brokers.
Facilitate training sessions on our range of investment products.
Provide portfolio performance comparisons and present our fund offering to advisors as required.
Occasionally attend external events in collaboration with business development managers, such as MGA seminars and promotional/training events organized by Assumption Life.
What you'll need
**Qualifications**:
College or university degree in business administration or related field
5 years experience in the financial services or investements.
3 years of experience in sales (internal or external) of investement products
Excellent oral and written communication skills in French and English
Sales, negotiation and networking skills
Creativity to identify new opportunities and establish rapid growth
Hold a life and health insurance license.
In-depth knowledge of the investment environment and the ability to compare investment portfolios using tools such as CapIntel.
Knowledge of the brokerage market and MGAs is an important asset.
A little bit about us
Assumption Life
At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.
Assumption Life is deeply committed to its community's development
Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 116 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.
An employer of choice
We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.
Are you interested?
Work With Us
The opportunity to be part of a dynamic and high-performing team that adheres to the following values: leadership, collaboration, trust and commitment.
Training and development opportunities.
A comprehensive benefits package including a competitive salary, bonus, pension and benefits.
One paid day of volunteer work.
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