InternalSales Representative (MutualFunds)
Weare seeking an Internal Sales Representative for our client in theinsurance industry. In this role you will focus on promoting WealthManagement solutions to financial advisors building strongrelationships and driving salesgrowth.
Whatis in it foryou :
Hourly salary of $44 to $47 based onexperience.
12month contract withthe potential for permanentemployment.
Fulltime position : 37.50 hours per week.
Workschedule from 8 : 30 am to 5 pm.
Hybrid work : 4 days in office perweek.
Opportunity to work in adynamic and professionalenvironment.
Join a passionateand inclusive team ofprofessionals.
Responsibilities :
Conduct daily outreach making approximately 10 value calls per dayto advisors promoting wealth managementsolutions.
Build and maintainrelationships with financial advisors focusing on investment andbusiness prospectingopportunities.
Schedule and leadmeetings with advisors providing comprehensive agendas and valuableinsights.
Utilize a strongunderstanding of financial markets mutual funds ETFs and otherwealth products to offer tailoredsolutions.
Balance the demands ofsales targets with relationship management consistently meeting orexceeding performanceexpectations.
Collaborate withthe team to develop and implement proactive businessbuildingstrategies.
Maintain awareness ofindustry trends and competitor strategies to innovate in yourapproach to sales andmarketing.
Whatyou will need tosucceed :
University degree in a related fieldpreferred.
Completion ofindustryrelated courses (CSC IFIC CFP) is anasset.
1 year of experience infinancial services with knowledge of wealth management products(mutual funds ETFs) and global financialmarkets.
Proven sales andbusiness development skills with strong negotiation andconsultative abilities.
Effectivepresentation and communication skills able to engage variousaudiences.
Ability to manage timeand prioritize effectively.
Interest in technological advancements to enhance salesefficiency.
Bilingual fluency inEnglish and French (spoken and written) to support clients in bothlanguages.
WhyRecruitAction
RecruitAction (agency permit : AP2000003) provides recruitment servicesthrough quality support and a personalized approach to job seekersand businesses.
Only candidates who match hiring criteria will becontacted.
MFCJP
Internal Sales Representative Mutual Funds
InternalSales Representative (MutualFunds). Weare seeking an Internal Sales Representative for our client in theinsurance industry. Utilize a strongunderstanding of financial markets mutual funds ETFs and otherwealth products to offer tailoredsolutions. In this role you will focus on promoting Wealt...
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