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Full-Time
On-Site

Agent(e) de soutien aux agences (Terrebonne)

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Description

This role as an Agency Support Agent is central to agency operations, providing human, efficient, and professional service. It involves supporting the sales force and ensuring a quality client experience within a collaborative and innovative environment where human development is prioritized.

What We're Looking For

Welcome and support clients in person and by phone.,Provide quality service to external clients, advisors, and the sales director.,Support the sales force with requests related to representative changes, incoming transfers, sales force movements, compensation, career development, administrative expense entry, and personalized product orders.,Ensure good communication and collaboration with the sales force and direct requests to the Career Support and Services Center team as needed.,Collaborate closely with the agency director (participate in meetings, disseminate internal communications, organize activities).,Manage the director's agenda.,Compile data.,Draft letters and administrative documents as needed.,Ensure the welcome and integration of new Career agency advisors.

Ideal Candidate

Strong customer service orientation and ability to listen to the needs of clients and the sales force.,Clear and effective communication skills and excellent interpersonal skills.,Great autonomy, proactive attitude, and a high level of motivation.,Positive team spirit, adaptability to change, and professionalism.

Hard Skills

Data compilation
Drafting administrative documents

Soft Skills

Customer service orientation
Active listening
Clear communication
Effective communication
Interpersonal skills
Autonomy
Proactivity
Motivation
Team spirit
Adaptability
Professionalism

Benefits

Flexible group insurance
Competitive retirement plan
Stock purchase plan
Vacation and personal well-being/development days plan
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products

About the Company

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iA Financial Group

iA Financial Group is one of the largest insurance and wealth management groups in Canada, also operating in the United States. Founded in 1892, it offers a comprehensive range of life and health insurance, savings and retirement plans, mutual funds, and securities to protect the financial wellbeing of its clients.

Purpose-led
Collaborative
Growth-oriented
Professional
Supportive
View all jobs at iA Financial Group

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