Inside Sales Representative, Dynamic Funds - Montreal, QC

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 that will enable you to succeed in this role? We would love to work with you if you have:

• Bachelor’s degree in a field such as Commerce, Finance, Business Administration.
• CSC or IFIC certification.
• Minimum 5 years of sales experience .
• Minimum of 3 years Financial Services Industry experience
• Super collaborator with impeccable communications skills in English and French.
  
  
  
  

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.”

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