Inside Sales Representative

Employer: Ia Groupe Financier / Ia Financial Group

Location: Truro, Nova Scotia

Salary: $50,000.00 annually

As a representative, you will work together with the sales managers in your area achieving your sales objectives for investments and insurance products.. As such, you will be responsible for preparing client meetings. You will ensure that you transmit and/or respond to requests for information on the financial products distributed by the Company. By the same token, you will contribute to training our clients on our investment and insurance products.. Here is an overview of the responsibilities of the position:. Follow-up calls following sales managers' meetings with clients and various business development activities. Make appointments with customers who want more information about our products or answer their questions directly.. Prepare illustrations or investment suggestions for our clients.. Participate in the organization of promotional events and ensure follow-up. Help clients prepare for retirement using advanced planning tools.. Perform investment risk assessments and determine