Sales Coordinator - Insight Global (Brossard)
Insight Global
Role Summary
The Sales Coordinator provides essential operational, administrative, and onsite support to senior leadership and the Advisor Sales channel enabling Relationship Managers and Consultant teams to focus on revenue-generating activities. This role plays a central coordination function across sales enablement, collaboration tracking, and day-to-day office logistics, with a strong emphasis on service excellence and execution consistency.
Key Responsibilities
• Provide comprehensive sales coordination and administrative support to Advisor Sales Relationship Managers and Consultant teams, acting as a central point of contact for day-to-day execution and ad-hoc needs.
• Collect, track, and maintain records of collaborative activities across Relationship Managers and Consultant teams to support leadership reporting on coverage, coordination, and effectiveness.
• Support onsite sales team needs at the office, including printing, shipping sales materials, managing physical collateral, and ensuring readiness for meetings and client engagements.
• Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
• Provide light office and meeting support for internal senior leadership and sales meetings, including preparing meeting rooms and handling basic catering duties such as water and coffee setup.
• Process expenses, sponsorships, and administrative requests while ensuring accuracy, timeliness, and adherence to internal policies.
• Partner closely with sales, marketing, events, and operations teams to ensure smooth execution of initiatives and continuous improvement of sales support processes.
• Leads and execute small sales person led events up to ~20 people.
• Manages expense reports for consultant teams.
Required Qualifications
• 3+ years of experience in financial services, or asset management industry
• 5+ years experience in:
• Event management including planning and execution
• Sales support, administrative support and/or client service
• Communications
• Project Management
• Experience supporting sales or distribution teams
• Experience interacting with and providing support for senior level leaders
• Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.
• General understanding of investments and how sales driven firms operate
Success Profile
The ideal candidate is proactive, highly organized, service-oriented, and comfortable operating in a fast-paced sales workplace while remaining flexible. They bring strong attention to detail, a collaborative mindset, and the ability to balance structured administrative work with hands-on, onsite support. They display superior time management skills including the ability to prioritize work, and are resourceful - can make connections with multiple pieces of information to come to an informed and sound conclusion on how to proceed with a given project. Strong written and verbal communication skills are a requirement. Finally, they are results-oriented, having the ability to identify opportunities and contribute to continuous improvement.
Education:
• University degree or equivalent experience
