iA Financial Group
Internal Wholesaling Career at iA
Job Description
Advance your career as an Internal Wholesaler at iA in Toronto, focusing on sales growth and building strong relationships in the brokerage sector. This hybrid role involves occasional travel to engage with clients.
As an Internal Wholesaler, you will work under the guidance of the VP of National Inside Sales to manage your territory efficiently and meet established sales KPIs. Your goal will be to actively prospect for new business opportunities while supporting existing client needs through tailored advice and service. Emphasizing collaboration and growth, this role positions you for success in a nurturing environment.
Key Responsibilities:
• Support sales achievement through territory management
• Build and nurture new advisor relationships
• Provide expert solutions to enhance client retention
• Plan and execute marketing events for engagement
• Ensure data accuracy in client reporting
Requirements:
• 3–5 years of experience in financial services
• Bac...
As an Internal Wholesaler, you will work under the guidance of the VP of National Inside Sales to manage your territory efficiently and meet established sales KPIs. Your goal will be to actively prospect for new business opportunities while supporting existing client needs through tailored advice and service. Emphasizing collaboration and growth, this role positions you for success in a nurturing environment.
Key Responsibilities:
• Support sales achievement through territory management
• Build and nurture new advisor relationships
• Provide expert solutions to enhance client retention
• Plan and execute marketing events for engagement
• Ensure data accuracy in client reporting
Requirements:
• 3–5 years of experience in financial services
• Bac...