Regional Sales Director, Wholesaler

4 weeks ago

Montreal, Canada Desjardins Full time

As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. You will develop and maintain relationships with independent financial advisors. In partnership with the Regional Sales Consultant, you design and implement the territory's executive plan to meet and exceed sales and business objectives. More specifically, you will be required to:

  1. Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to position the right investment solution.
  2. Implement a territorial business plan focused on deepening relationships with existing clients and engaging in prospecting activities to expand the reach of Desjardins Investments.
  3. Consistently meet and exceed minimum activity and sales targets.
  4. Consistently demonstrate effective prospect management and prioritization and territory coverage.
  5. Maintain solid knowledge of Desjardins investment solutions, competition and financial markets.
  6. Effectively utilize sales tools provided, including technology (CRM, conduct, track and analyze effectiveness/impact of targeted sales campaigns using EXCEL, hypothetical illustration tools, financial calculators and WebEx presentations).
  7. Conduct business development activities such as presentations at branch meetings, advisor and investor seminars, participate in dealer conferences.
  8. Represent Desjardins Investments at industry events.
  9. Collaborate with the Regional Sales Advisor through effective ongoing communication and territory planning.

What we offer:

  1. Competitive salary and annual bonus.
  2. 4 weeks of flexible vacation starting in the first year.
  3. Defined benefit pension plan that provides predictable, stable income throughout retirement.
  4. Group insurance including telemedicine.
  5. Reimbursement of health and wellness expenses and telework equipment.

Benefits apply based on eligibility criteria.

What you bring to the table:

  1. Bachelor's degree in an appropriate discipline.
  2. A minimum of six years relevant experience, including five years in sales.
  3. Please note that other combinations of qualifications and relevant experience may be considered.
  4. Successful completion of the Investment Funds in Canada (IFIC) course.
  5. Knowledge of French is required.
  6. Knowledge of the financial services industry.
  7. Working knowledge of applications (Microsoft Word, Excel and Outlook).
  8. Available for extensive travel is required to support territory sales efforts.

Interpersonal Savvy, Persuades, Strategic mindset.

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

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