Associate Director, Inside Sales

3 months ago

Old Toronto, Canada Pier 4 Ltd. Full time

Associate Director, Inside Sales - Bilingual

Opportunity

At Pier 4 we have ambitious goals around growing our distribution partners and resulting Assets Under Management. We are looking for a bilingual Associate Director, Inside Sales, who wants to be a part of our Sales team and our exciting journey. An individual who is truly engaged in being an advocate of and executing, best-in-class Sales and Advisor Support practices.

The bilingual Associate Director, Inside Sales will play a fundamental role in achieving our ambitious partner acquisition and AUM objectives. The primary responsibility of the person in this role will be working with and supporting two Vice-presidents, Director of Sales, supporting their territories, consulting with Advisors via phone and through virtual meetings. They will provide valuable market insight, product overviews, and information to assist advisors in understanding the value of including Pier 4 REIT in their clients’ portfolios. This individual will be a self-starter, highly motivated and thrive working in a fast-paced team environment.

Responsibilities

  • Be an integral part of the Pier 4 sales team providing support to two Sales VP’s and their respective territories in achieving aggressive growth goals.
  • Cold calling, prospecting, booking meetings and following up on sales activities for the VP’s.
  • Following up with Advisors after VP meetings to answer any questions and assist in moving activity forward towards sale.
  • Update daily activities and maintain accurate Advisor records within CRM in a timely manner.
  • Take ownership of any inbound calls related to trade documents, working with the operations team to ensure proper follow-up with the advisor teams.
  • Support all marketing and sales campaign efforts to promote Pier 4 REIT.
  • Create and implement a sales plan in collaboration with VP’s.
  • Proactively following up on road shows, and events.
  • Initiate phone and digital contact with Advisors and potential partners to expand and identify new relationships within the financial advisor network.
  • Provide valuable advice and information regarding Pier 4 to support Advisors in a continuously changing business environment.
  • Effectively provide ongoing support to Advisors with respect to fund & market trends.
  • Maintain an up-to-date and thorough understanding of Pier 4’s investment offerings, market trends, competitive offerings and industry best practices.
  • Build relationships with Advisors through high-quality, pro-active interactions.
  • Exceptional verbal and written communication skills.
  • Passion for Real Estate and Alternative Investments.
  • Live the Pier 4 values of: Professionalism, Integrity, Excellence and Respect.
  • Motivated to achieve success and grow with the firm.
  • This job is based in our Toronto office with some travel across Canada.

Education, Experience and Qualifications:

  • Must be fluent in both French and English.
  • Autonomous and organized.
  • Bachelor’s degree or certificate in related field.
  • 5+ years of experience in the financial services industry in a similar sales capacity.
  • Be self-motivated with a sense of urgency.
  • Excellent time management and organizational skills, with the ability to prioritize and shift tasks quickly as well as to work independently.
  • Strong knowledge of the industry.
  • Excellent communication skills, with proven ability in verbal and written communications.
  • Team player with proven ability to collaborate in a fast-paced environment.
  • Experience with CRM.
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