Job ID: J0615-1040
Job type: Temporary full time

PURPOSE AND ACCOUNTABILITY

Promotes iA Financial Group to Independent Financial Advisors through Managing General Agents so that sales of life and investment products increase by:

• Training agents on IA software and products
• Supporting sales activities
• Relationship Marketing
• Liaising with Head Office administrative departments

KEY ACTIVITIES

1. Contribute to increased sales revenue for Individual Insurance and investment products by performing the following functions:
The promotion, largely by way of field (out-of-office) training and marketing support, of iA's products to life insurance agents and financial planners through their respective agencies. The intention is to educate and motivate agents to support iAP with a meaningful volume of insurance and investments applications.

The Marketing Associate will contribute to increased sales revenues for life and investment products by performing the following sales development activities:

• Help build effective business relationships with the insurance and investment advisors and administration staff of our Managing General Agencies;
• Train all or any of the above individuals regarding iA products, sales concepts and illustration software, as well as the iA administrative process, including a clearer understanding of our contracting, Extranet and commission programs;
• Arranging and conducting training needs analysis for agents in consultation with their MGA's and AGA's;
• Preparing and managing training schedules and communication to agents;
• Participating in road shows for new iA products and services;
• Attending conferences as a delegate or iA exhibitor;
• Making suggestions/strategies for placement of intermediate level cases.
• Providing technical and product advice to agents. On an ad hoc basis: Case preparation, packaging of cases and specialty business;
• Monitoring the training activities and any directly resultant increase in business;
• Receiving and recording MGA/Agents feedback regarding product/software concerns to help improve for future releases;

2. Contribute to overall efficiency of Individual Insurance & Annuities operation by performing the following support and administrative functions:

• Responding to inquiries through telephone, email, written correspondence, or in person, in a timely and professional manner;
• Creating and revising presentations using Power Point software;
• Participating in product development meetings and helping review marketing material;
• Developing MGA campaigns, sales awards and certificates in to recognize personal producers;
• Providing life insurance and annuity quotes;
• Training agents via telephone or in person about using our software, our products, completion of all applications/forms;
• Occasionally acting as a resource for product information for calls forwarded from other departments, such as CSR’s regarding agent inquiries about our products and their suitability.
• High School Diploma and College Marketing Diploma
• LOMA designations (ACS, AIAA), CLU, CFP, LLQP or other related qualifications would be an asset
• 2 - 3 years of insurance/investment background
• Good presentation skills.
• Excellent interpersonal skills; ability to deal effectively with a wide variety of people. Able to influence and motivate our business partners
• Ability to work independently as well as in a team environment
• Good organization and planning skills with a strong ability to meet tight deadlines. Able to delegate effectively
• Detail oriented
• Strong written communication skills
• Strong analytical skills and good mathematical aptitude
• Intermediate to advanced computer knowledge (Word, Excel, PowerPoint, Outlook) and an ability to work with mainframe computer systems and a solid understanding of the Internet.
• Good knowledge of Canadian insurance illustration software
• Valid driver’s license.