Inside sales specialist

Role overview

What you’ll accomplish

• Handle administrative and sales support requests from advisors, Sales Directors, and internal team members; route requests and ensure timely resolution.
• Coordinate responses with internal stakeholders and communicate business updates, sales initiatives, and announcements to advisors, BDMs, and MGA partners.
• Maintain inventories of sales concepts, presentations, and supporting materials and distribute them to advisors.
• Follow up on sales campaigns, business initiatives, and major communications; introduce newly contracted advisors to available support services.
• Track sales activity and outcomes, produce customized contact lists, and maintain advisor segmentation and accurate internal documentation.
• Use internal tools and digital platforms for advisor engagement, activity tracking, and case management.

What could accelerate success

• Strong customer service and relationship-building skills; ability to manage multiple priorities and adapt in a deadline-driven environment.
• Strong organization, accuracy, attention to detail, communication, and collaboration skills.
• High proficiency with Word, Excel, PowerPoint, Outlook, and Teams.
• Knowledge of Constant Contact or similar digital communication and marketing platforms.
• Post-secondary studies in administration, finance, or a related field.
• Previous insurance industry experience is a strong asset.
• Advanced English proficiency for regular communication, sales support, and collaboration with advisors, MGA partners, and internal stakeholders.

Work arrangement

• The posting describes a hybrid environment with flexibility and access to office workspaces.

Benefits and work environment

• The employer describes a learning-focused, inclusive environment and lists group insurance, pension and stock purchase plans, vacation and wellness days, telemedicine, employee assistance, ergonomic furniture, performance bonus, and product discounts.