Job Description

As a representative, you will work together with the sales managers in your area achieving your sales objectives for investments and insurance products.

As such, you will be responsible for preparing client meetings. You will ensure that you transmit and/or respond to requests for information on the financial products distributed by the Company. By the same token, you will contribute to training our clients on our investment and insurance products.

Here is an overview of the responsibilities of the position:

Follow-up calls following sales managers' meetings with clients and various business development activities
Make appointments with customers who want more information about our products or answer their questions directly.
Prepare illustrations or investment suggestions for our clients.
Participate in the organization of promotional events and ensure follow-up
Help clients prepare for retirement using advanced planning tools.
Perform investment risk assessments and determine customer risk tolerance.
Recommend solutions aligned with the personal objectives of the clientele.
Proactively call members of group retirement savings plans, respond to those who are retiring or approaching retirement, and guide them regarding the various retirement income options.
Help customers to engage and create positive experiences for them in order to maintain and deepen relationships with them.
Foster and participate in a work environment that values ??people, invites creativity and celebrates learning.
On a daily basis, use your excellent computer knowledge and your ability to operate database systems.
*Keep you up to date with industry products and changes in policies and procedures.

Required profile:

Ability to communicate and build relationships. Committed to providing excellent service
Bilingualism (an asset)
Ability for written communications
Autonomy
Concern for the quality of work
Team player
Demonstrate initiative and be results oriented
Organization Profile

About

iA Financial Group is the strength of a company on a human scale with more than 8,000 employees. Together, we have earned the trust of more than 4 million customers and 25,000 representatives who have chosen us for their insurance, savings and wealth management.

With more than $200 billion in assets and half a billion dollars planned in investment for technological innovation, we are a key player in the field of financial services in Canada and the United States. The secret of our success? Engage, one person at a time. Because for more than 125 years, we have believed that it is by supporting each of our employees and surrounding ourselves with some of the most reputable leaders in the industry that we can continue to innovate.

At iA, we invest, for you.

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 everyone, regardless of ethnicity, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation or physical or mental disability.

Note that if you need any help or assistance in making the recruitment process more accessible to you, please Contact Us here. Someone from our team will be happy to meet your needs.

Job Type: Full-time

Pay: $50,000.00 per year

Additional pay:

Bonus pay Commission pay
Benefits:

Dental care Disability insurance Life insurance On-site parking RRSP match
Flexible language requirement:

French not required
Schedule:

Monday to Friday
Work Location: Hybrid remote in Moncton, NB E1C 1Y3