Regional Sales Consultant

2 weeks ago

Toronto, Ontario, Canada Desjardins Full time
At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-06


Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies).

The key responsibility is to enhance and cultivate new sales while focused on retaining AUM.

In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets.

General Information on the Position


Main responsibilities- Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution- Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expend the reach of Desjardins Investments- Meet minimum telephone contact standards and booked meeting standards- Demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work (illustrations, proposals and portfolio optimization)- Support featured sales campaigns by incorporating them into business plans and modifying activities as needed- Utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns using EXCEL, Hypothetical Illustration Tools, financial calculators and WebEx presentations)- Partner with Regional Sales Director through effective and ongoing communication and territory planning.

Following lead of RSD with critical exposure to success outcomes of assigned territory embracing accountability and a business building mindset- Deliver strong telephone sales presentations.

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Travel : May be required to travel to support territory sales efforts- Other relevant information : Work is performed under general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives- Number of jobs available : 2

Qualifications:

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Sales experience
Please note that other combinations of qualifications and relevant experience may be considered- Canadian Securities Course/ IFIC

Specific knowledge- Knowledge of financial services industryDesjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

95 St-Clair Avenue West Toronto

Trade Union

Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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