Bilingual Sales Consultant
3 hours ago
We are seeking a seasoned professional in the financial industry with a passion for sales and relationship building to join our dynamic team as a Regional Sales Consultant. This role will play a pivotal part in driving sales results in the Quebec region.
Sales Responsibilities- Achieve annual sales targets by developing new advisor relationships and nurturing existing ones.
- Conduct meaningful sales conversations with advisors, understanding their needs and matching them to our product offerings.
- Maintain a high degree of phone activity through outbound calls and virtual meetings to ensure full client coverage.
- Respond promptly to advisor needs to cultivate mutually beneficial client relationships.
- Demonstrate a deep understanding of the firms Investments' product offerings, business solutions, and value-added ideas.
- Commit to personal development and continuously expand knowledge of the offerings.
- Participate in team meetings and sales workshops to enhance sales skills and objection handling strategies.
- Contribute to National Sales initiatives, contests, and campaigns to drive sales.
- Collaborate with Divisional Directors and Regional Directors to execute territory sales plans.
- Work toward expanding sales penetration in the designated region, with a focus on developing new supporters and deepening relationships with existing clients.
- Book meetings for Regional Directors as a result of successful sales calls.
- Generate commitment from advisors to attend events and region-specific sales initiatives.
- Execute various aspects of sales calls, including creating proposals, emails, and maintaining CRM data integrity.
- Travel within the designated territory at least once per quarter to enhance selling skills and support regional initiatives.
Qualifications:
- Bachelor's degree in Finance, Marketing, or related field required.
- CSC (Canadian Securities Course) preferred.
- 2-5 years of experience in the financial industry or related sales experience preferred.
- Fluent in both English and French.
- Experience working with investment advisors and a solid understanding of advisor and investor behaviors.
- Previous experience in the mutual funds or asset management business is an asset.
- Strong sales and organizational skills.
- Exceptional relationship-building and interpersonal skills.
- In-depth knowledge of the investment management industry, mutual funds, sales strategies, and account relationship management.
- Comfortable with client-facing roles and presentations.
- Ability to prioritize tasks, work independently, and make sound business decisions.
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