iA Financial Group (Industrial Alliance)

• Providing accurate and efficient administrative and sales support to advisors and internal teams, particularly in relation to insurance and financial products, sales structures, regulatory documentation, and internal processes • Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams to ensure clear communication • Managing, maintaining, and distributing sales concepts, tools, and presentations related to financial solutions, including inventory management in collaboration with the sales team • Supporting advisor engagement and development by onboarding advisors, presenting available tools and support, and conducting follow‑ups after sales activities, training sessions, or strategic announcements • Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility to support sales performance and decision‑making • Producing customized lists of advisors, partners, and sales contacts, while maintaining up‑to‑date advisor segmentation based on business profile, potential, and client needs