Financial Services Solutions Expert

1 week ago

Québec, Quebec, Canada IA Financial Group Full time

About IA Financial Group

IA Financial Group is a leading Insurance Marketing Organization that connects independent advisors with insurance companies across Canada. Our mission is to provide value-added services and support to help advisors grow their businesses with a socially responsible mindset.

Our Culture

We pride ourselves on being a diverse, inclusive, and equitable workplace that values different perspectives. Our culture is people-focused, inclusive, and collaborative, with opportunities to learn and develop skills, advance careers, and make a meaningful impact.

Our Team

Our team is driven by innovative ideas and a commitment to excellence. We work hard and have fun along the way, with a flexible hybrid work environment that allows for up to 3 days of remote work per week.

About the Role

In this key role, you will deliver proactive and reactive sales support to our selected advisors, forming a crucial part of our national team. You will work closely with regions and team members to provide the right service at the right time, referring complex cases to local teams when necessary. Your goal will be to elevate our Unassigned Policy Program and drive productivity with our advisors.

Key Responsibilities:

  • Build strong relationships and advocacy with all regions and team members
  • Bring a positive mindset to our team and drive productivity with our advisors
  • Triage incoming reactive requests and ensure timely response times
  • Build advisor ability to independently access PPI's tools
  • Support Inforce Illustrations when appropriate
  • Support casework and quoting for the region when appropriate
  • Maintain a high degree of industry and product knowledge, understanding the marketplace and remaining current on industry trends and initiatives
  • Align various internal and external resources to enable advisor sales growth, when appropriate
  • Collaborate with other Advisor Solutions Managers across the country to leverage strengths and provide a seamless support experience for the advisor
  • Engage in actions that encourage, reflect, and align with IA Financial Group's ESG (Environmental, Social, and Governance) commitments to our advisors, their clients, and our employees

Requirements:

  • 5 years of financial services industry experience in a sales or sales support role
  • College Diploma, University degree, or equivalent experience
  • Current life license or working toward
  • LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset
  • Excellent English and French language skills, both oral and written, due to frequent interactions with English and French-speaking colleagues, internal partners, and clients across Canada
  • Demonstrated time management skills
  • Ability to prioritize tasks and self-manage
  • Strong communication skills in virtual environments
  • Proven ability to build strong relationships in multiple regions
  • The ability to leverage our team to bring the right people/partners to the table to deliver on advisor needs
  • Understanding of the regulatory environment within: IIROC, MFDA, CU, and PM firms, as well as various provincial insurance regulators, considered an asset
  • Ability to adhere to compliance legislation and guidelines
  • Knowledge of financial services industry
  • Aptitude for and a willingness to quickly adapt to new technologies
  • Ability to manage emotion and impulses to absorb constructive feedback while remaining level-headed
  • Ability to manage various personalities and situations
  • Ability to track and work efficiently while being a team player to drive results for all of IA Financial Group

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