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;
- 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
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