Sales Assistant engaging with leads to present language courses and build trust with potential students. Collaborating to achieve commercial goals in a dynamic educational environment.
IA
Hybrid Internal Sales Specialist
Posted 3 weeks ago
About the role
- Internal Sales Specialist optimizing sales processes by supporting advisors and internal teams in the investment space for a financial services company.
Responsibilities
- Providing accurate and efficient administrative and sales support to advisors and internal teams
- Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams
- Managing, maintaining, and distributing sales concepts, tools, and presentations related to investment solutions
- Supporting advisor engagement and development by onboarding advisors
- Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility
- Producing customized lists of advisors, partners, and sales contacts
Requirements
- Strong customer‑service orientation
- Excellent organizational skills
- High level of accuracy
- Post‑secondary education in administration, finance, investments, or a related field
- Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Ability to use digital platforms such as Constant Contact or equivalent tools
- Strong ability to prioritize effectively
- Adapt to constant change and deliver precise work in a fast‑paced environment
- Experience with sales tools, case‑management systems, and CRM platforms (e.g., EVO, Document Centre, My Clients, Business Tracker, WebArch, Workflow, FASAT / Salesforce, Microsoft Teams)
- Experience in the insurance and/or investment industry, or in a support role related to these sectors is considered an asset
- Hands‑on experience working with advisor networks and sales teams
- Advanced level of proficiency in English
- Advanced level of proficiency in French
Benefits
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- and much more!
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Drive consultative sales for corporate training by identifying client needs and managing the sales process. Collaborate with Marketing, Customer Success, and Product to deliver a strong customer experience and meet revenue targets.
Inside Sales Support ensuring efficient operations for the Sales team at aedifion. Create offers, maintain CRM data, and support customer communication.
Inside Sales Coordinator at WPS Management GmbH handling customer communication and optimizing product usage with over 20 years of experience in e - Procurement solutions.
Business Developer responsible for B2B partnerships and sales growth at Papernest. Join an innovative team specializing in contract management solutions in Spain.
Inside Sales Representative responsible for managing sales cycle for high - volume inbound leads in restaurant SaaS. Driving revenue by closing low - unit opportunities and supporting the sales team.
Inside Sales Coordinator leading and structuring commercial operations for customers at Ipiranga. Ensuring performance metrics and quality execution for sales teams.
Commercial(e) Sédentaire - Inside Sales supporting sales team in Málaga with client interactions and sales development. Engaging in teleprospection and managing reporting tasks within the CRM.
Inside Sales Administrator primarily supports customer inquiries and order processing for Sandvik's Powders Group. Role combines teamwork with independent responsibilities in a diverse company.
SS
Human Resources Business Partner supporting Southern Glazer’s growth and engaging with leaders on workforce needs. Focus on organizational development and reinforcing company culture.