Inside Sales Representative, Dynamic

Is this role right for you?

In this role you will:

• Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts;
• Tasked with prospecting and developing new client relationships to drive sales growth and support business expansion within their assigned territory
• Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);
• Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
• Ensure regional events and road shows are well attended by using outbound call campaigns;
• Occasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
• Collaborate with the SA to determine priorities and tasks to be completed;
• Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
• Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department;
• Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
• Participate in national, regional, departmental and project group meetings, sharing feedback and information;
• Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
• Act as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts;
• Escalate client issues to appropriate department and your wholesaler; and
• Involved in special projects as required
• Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
• CSC or IFIC certification; CFP or CIM;
• Bilingual is an asset
• Minimum 5+ years of sales experience; and
• Minimum 5+ years of management experience and managing a territory